MMA
SCHW

Miracle Mile Advisors’s Charles Schwab SCHW Stock Holding History

Miracle Mile 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 		$4.06M Sell
43,965
-241
-0.5% -$22K 0.05% 238
2026
Q1 		$4.15M Sell
44,206
-1,927
-4% -$189K 0.06% 213
2025
Q4 		$4.61M Buy
46,133
+3,287
+8% +$312K 0.07% 200
2025
Q3 		$4.09M Buy
42,846
+65
+0.2% +$6.17K 0.06% 209
2025
Q2 		$3.9M Buy
42,781
+881
+2% +$73.8K 0.07% 183
2025
Q1 		$3.28M Buy
41,900
+161
+0.4% +$12.6K 0.07% 164
2024
Q4 		$3.09M Buy
41,739
+15,041
+56% +$1.13M 0.06% 173
2024
Q3 		$1.73M Sell
26,698
-3,418
-11% -$225K 0.04% 207
2024
Q2 		$2.22M Sell
30,116
-227
-0.7% -$16.8K 0.05% 179
2024
Q1 		$2.2M Buy
30,343
+401
+1% +$26.4K 0.06% 174
2023
Q4 		$2.06M Sell
29,942
-59,549
-67% -$3.44M 0.06% 171
2023
Q3 		$4.91M Buy
89,491
+710
+0.8% +$42.9K 0.15% 98
2023
Q2 		$5.03M Sell
88,781
-98
-0.1% -$5.13K 0.15% 101
2023
Q1 		$4.66M Buy
88,879
+52,856
+147% +$3.87M 0.15% 114
2022
Q4 		$3M Buy
36,023
+1,830
+5% +$142K 0.1% 155
2022
Q3 		$2.46M Buy
34,193
+58
+0.2% +$4.03K 0.11% 126
2022
Q2 		$2.16M Sell
34,135
-446
-1% -$30.8K 0.1% 144
2022
Q1 		$2.92M Buy
34,581
+21,567
+166% +$1.9M 0.12% 126
2021
Q4 		$1.09M Buy
13,014
+6,502
+100% +$526K 0.04% 228
2021
Q3 		$474K Buy
+6,512
New +$465K 0.02% 299
2021
Q2 		– Sell
-6,512
Closed -$424K – 398
2021
Q1 		$424K Hold
6,512
– – 0.02% 266
2020
Q4 		$345K Buy
+6,512
New +$295K 0.02% 292
2020
Q3 		– Sell
-34,000
Closed -$1.15M – 396
2020
Q2 		$1.15M Buy
+34,000
New +$1.22M 0.09% 168

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

Miracle Mile Advisors's SCHW Position: Q2 2026 in Review

Miracle Mile Advisors reduced its Charles Schwab (SCHW) stake by 0.55% in Q2 2026, selling an estimated $22K and leaving 43,965 shares worth $4.06M. The position accounts for 0.05% of the portfolio, ranked #238.

Miracle Mile Advisors first reported a position in SCHW in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.03M in Q2 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Miracle Mile Advisors held 43,965 shares of Charles Schwab worth $4.06M as of Q2 2026.
  • Miracle Mile Advisors sold 241 Charles Schwab shares in Q2 2026, an estimated $22K.
  • Charles Schwab made up 0.05% of Miracle Mile Advisors's portfolio in Q2 2026, its #238 holding.
  • Miracle Mile Advisors first reported a position in Charles Schwab in Q2 2020 and has held it in 23 quarters since.
  • Miracle Mile Advisors's Charles Schwab position peaked at $5.03M in Q2 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.