MFF
SCHW

Michels Family Financial’s Charles Schwab SCHW Stock Holding History

Michels Family Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,010
Closed -$640K – 140
2025
Q2 		$640K Sell
7,010
-195
-3% -$16.3K 0.55% 61
2025
Q1 		$564K Buy
7,205
+105
+1% +$8.24K 0.51% 67
2024
Q4 		$525K Buy
+7,100
New +$531K 0.48% 73

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Michels Family Financial's SCHW Position: Q3 2025 in Review

Michels Family Financial sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 7,010 shares — an estimated $640K sold.

Michels Family Financial first reported a position in SCHW in Q4 2024 and held it in 3 quarters. The position peaked at $640K in Q2 2025. 2,169 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Michels Family Financial reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Michels Family Financial sold 7,010 Charles Schwab shares in Q3 2025, an estimated $640K.
  • Michels Family Financial first reported a position in Charles Schwab in Q4 2024 and held it in 3 quarters.
  • Michels Family Financial's Charles Schwab position peaked at $640K in Q2 2025.
  • 2,169 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Michels Family Financial's 13F filing for Q3 2025, filed 10 Nov 2025.