MWA
SCHW

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 		$9.23K Hold
100
– – ﹤0.01% 87
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

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

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

Miller Wealth Advisors held its Charles Schwab (SCHW) position steady in Q2 2026 at 100 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #87.

Miller Wealth Advisors first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.99K in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Miller Wealth Advisors held 100 shares of Charles Schwab worth $9.23K as of Q2 2026.
  • Miller Wealth Advisors left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Miller Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Miller Wealth Advisors first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
  • Miller Wealth Advisors's Charles Schwab position peaked at $9.99K in Q4 2025.
  • 2,312 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.