MML Investors Services
SCHW

MML Investors Services’s Charles Schwab SCHW Stock Holding History

MML Investors 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 		$57.4M Buy
621,646
+46,629
+8% +$4.25M 0.12% 163
2026
Q1 		$54M Sell
575,017
-117,168
-17% -$11.5M 0.15% 136
2025
Q4 		$69.2M Buy
692,185
+15,978
+2% +$1.52M 0.17% 117
2025
Q3 		$64.6M Buy
676,207
+22,788
+3% +$2.16M 0.17% 123
2025
Q2 		$59.6M Buy
653,419
+31,441
+5% +$2.63M 0.17% 121
2025
Q1 		$48.7M Buy
621,978
+24,319
+4% +$1.91M 0.16% 140
2024
Q4 		$44.2M Buy
597,659
+12,351
+2% +$924K 0.15% 141
2024
Q3 		$37.9M Buy
585,308
+62,035
+12% +$4.08M 0.14% 160
2024
Q2 		$38.6M Sell
523,273
-98,004
-16% -$7.24M 0.16% 142
2024
Q1 		$44.9M Buy
621,277
+64,900
+12% +$4.27M 0.19% 120
2023
Q4 		$38.3M Buy
556,377
+104,408
+23% +$6.03M 0.18% 130
2023
Q3 		$24.8M Buy
451,969
+10,760
+2% +$650K 0.14% 163
2023
Q2 		$25M Buy
441,209
+127,184
+41% +$6.66M 0.14% 169
2023
Q1 		$16.4M Buy
314,025
+75,285
+32% +$5.51M 0.12% 197
2022
Q4 		$19.9M Buy
238,740
+59,895
+33% +$4.65M 0.13% 174
2022
Q3 		$12.9M Buy
178,845
+97,906
+121% +$6.8M 0.1% 233
2022
Q2 		$5.11M Sell
80,939
-3,498
-4% -$241K 0.04% 416
2022
Q1 		$7.12M Buy
84,437
+8,973
+12% +$789K 0.05% 349
2021
Q4 		$6.35M Sell
75,464
-1,429
-2% -$116K 0.05% 366
2021
Q3 		$5.6M Buy
76,893
+3,638
+5% +$260K 0.04% 382
2021
Q2 		$5.33M Buy
73,255
+2,945
+4% +$208K 0.04% 385
2021
Q1 		$4.58M Buy
70,310
+4,623
+7% +$280K 0.04% 390
2020
Q4 		$3.48M Buy
65,687
+6,655
+11% +$301K 0.04% 405
2020
Q3 		$2.14M Buy
59,032
+675
+1% +$23.5K 0.03% 499
2020
Q2 		$1.97M Sell
58,357
-8,830
-13% -$316K 0.03% 511
2020
Q1 		$2.26M Sell
67,187
-5,467
-8% -$229K 0.04% 385
2019
Q4 		$3.46M Sell
72,654
-3,798
-5% -$167K 0.05% 335
2019
Q3 		$3.2M Buy
76,452
+9,061
+13% +$366K 0.05% 323
2019
Q2 		$2.71M Buy
67,391
+19,156
+40% +$835K 0.04% 389
2019
Q1 		$2.06M Buy
48,235
+6,958
+17% +$314K 0.03% 450
2018
Q4 		$1.71M Buy
41,277
+13,217
+47% +$598K 0.03% 462
2018
Q3 		$1.38M Buy
28,060
+13,238
+89% +$676K 0.02% 565
2018
Q2 		$757K Buy
14,822
+2,199
+17% +$122K 0.02% 677
2018
Q1 		$659K Sell
12,623
-1,375
-10% -$73.7K 0.01% 733
2017
Q4 		$719K Buy
13,998
+1,160
+9% +$54.5K 0.01% 676
2017
Q3 		$562K Buy
12,838
+2,269
+21% +$94.2K 0.01% 735
2017
Q2 		$454K Buy
10,569
+2,148
+26% +$86K 0.01% 810
2017
Q1 		$344K Buy
+8,421
New +$348K 0.01% 549

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

MML Investors Services's SCHW Position: Q2 2026 in Review

MML Investors Services increased its Charles Schwab (SCHW) stake by 8.1% in Q2 2026, buying an estimated $4.25M and bringing the position to 621,646 shares worth $57.4M. The position accounts for 0.12% of the portfolio, ranked #163.

MML Investors Services first reported a position in SCHW in Q1 2017 and has held it in 38 quarters since. The position peaked at $69.2M in Q4 2025. 1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • MML Investors Services held 621,646 shares of Charles Schwab worth $57.4M as of Q2 2026.
  • MML Investors Services bought 46,629 Charles Schwab shares in Q2 2026, an estimated $4.25M.
  • Charles Schwab made up 0.12% of MML Investors Services's portfolio in Q2 2026, its #163 holding.
  • MML Investors Services first reported a position in Charles Schwab in Q1 2017 and has held it in 38 quarters since.
  • MML Investors Services's Charles Schwab position peaked at $69.2M in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.