Miller Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Miller Wealth 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	$12.9K	Buy	249 +149	+149%	+$13.6K	﹤0.01%	72
2026 Q1	$9.4K	Hold	100	–	–	﹤0.01%	79
2025 Q4	$9.99K	Hold	100	–	–	﹤0.01%	78
2025 Q3	$9.55K	Hold	100	–	–	﹤0.01%	76
2025 Q2	$9.12K	Hold	100	–	–	﹤0.01%	67
2025 Q1	$7.83K	Hold	100	–	–	﹤0.01%	69
2024 Q4	$7.4K	Hold	100	–	–	﹤0.01%	61
2024 Q3	$7.19K	Hold	100	–	–	﹤0.01%	62
2024 Q2	$7.37K	Hold	100	–	–	﹤0.01%	59
2024 Q1	$7.23K	Hold	100	–	–	﹤0.01%	62
2023 Q4	$6.88K	Hold	100	–	–	﹤0.01%	61
2023 Q3	$5.49K	Hold	100	–	–	﹤0.01%	57
2023 Q2	$5.67K	Buy	+100	New	+$5.24K	﹤0.01%	55

Other funds holding SCHW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Miller Wealth Advisors's SCHW Position: Q2 2026 in Review

Miller Wealth Advisors increased its Charles Schwab (SCHW) stake by 149% in Q2 2026, buying an estimated $13.6K and bringing the position to 249 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #72.

Miller Wealth Advisors first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. 847 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Miller Wealth Advisors held 249 shares of Charles Schwab worth $12.9K as of Q2 2026.
Miller Wealth Advisors bought 149 Charles Schwab shares in Q2 2026, an estimated $13.6K.
Charles Schwab made up ﹤0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Miller Wealth Advisors first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
847 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.