MAWAG
SCHW

Mid-American Wealth Advisory Group’s Charles Schwab SCHW Stock Holding History

Mid-American Wealth Advisory Group’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
-348
Closed -$31.8K – 269
2025
Q2 		$31.8K Buy
+348
New +$29.1K 0.02% 97

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mid-American Wealth Advisory Group's SCHW Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 348 shares — an estimated $31.8K sold.

Mid-American Wealth Advisory Group first reported a position in SCHW in Q2 2025 and held it in 1 quarter. The position peaked at $31.8K in Q2 2025. 2,174 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 348 Charles Schwab shares in Q3 2025, an estimated $31.8K.
  • Mid-American Wealth Advisory Group first reported a position in Charles Schwab in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Charles Schwab position peaked at $31.8K in Q2 2025.
  • 2,174 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.