MCA
SCHW

Midwest Capital Advisors’s Charles Schwab SCHW Stock Holding History

Midwest Capital Advisors’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
2026
Q2 		$93 Buy
+1
New +$91 ﹤0.01% 208
2025
Q4 		– Sell
-1
Closed -$95 – 222
2025
Q3 		$95 Buy
+1
New +$95 ﹤0.01% 210

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Midwest Capital Advisors's SCHW Position: Q2 2026 in Review

Midwest Capital Advisors opened a new position in Charles Schwab (SCHW) in Q2 2026: 1 share worth $93. The stake represents ﹤0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Midwest Capital Advisors previously reported a position in SCHW as recently as Q3 2025.

Midwest Capital Advisors first reported a position in SCHW in Q3 2025 and has held it in 2 quarters since. The position peaked at $95 in Q3 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Midwest Capital Advisors held 1 share of Charles Schwab worth $93 as of Q2 2026.
  • Charles Schwab was a new Midwest Capital Advisors position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #208 holding.
  • Midwest Capital Advisors first reported a position in Charles Schwab in Q3 2025 and has held it in 2 quarters since.
  • Midwest Capital Advisors's Charles Schwab position peaked at $95 in Q3 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.