MFS
SCHW

Mirabella Financial Services’s Charles Schwab SCHW Stock Holding History

Mirabella Financial Services’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 		– Sell
-2,608
Closed -$245K – 1099
2026
Q1 		$245K Sell
2,608
-830
-24% -$81.4K 0.02% 658
2025
Q4 		$343K Buy
+3,438
New +$326K 0.03% 406
2023
Q3 		– Sell
-5,037
Closed -$285K – 594
2023
Q2 		$285K Buy
+5,037
New +$264K 0.03% 373
2020
Q4 		– Sell
-154,345
Closed -$5.59M – 467
2020
Q3 		$5.59M Buy
+154,345
New +$5.37M 0.77% 12

Other funds holding SCHW

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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

Mirabella Financial Services's SCHW Position: Q2 2026 in Review

Mirabella Financial Services sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,608 shares — an estimated $245K sold.

Mirabella Financial Services first reported a position in SCHW in Q3 2020 and held it in 4 quarters. The position peaked at $5.59M in Q3 2020. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Mirabella Financial Services reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 2,608 Charles Schwab shares in Q2 2026, an estimated $245K.
  • Mirabella Financial Services first reported a position in Charles Schwab in Q3 2020 and held it in 4 quarters.
  • Mirabella Financial Services's Charles Schwab position peaked at $5.59M in Q3 2020.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.