MWA
SCHW

Moser Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Moser 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
2025
Q2 		$457K Sell
5,010
-700
-12% -$58.6K 0.22% 66
2025
Q1 		$447K Sell
5,710
-250
-4% -$19.6K 0.23% 65
2024
Q4 		$441K Sell
5,960
-65
-1% -$4.86K 0.23% 63
2024
Q3 		$390K Buy
6,025
+100
+2% +$6.57K 0.2% 67
2024
Q2 		$437K Hold
5,925
– – 0.24% 63
2024
Q1 		$429K Buy
5,925
+1,150
+24% +$75.7K 0.24% 64
2023
Q4 		$329K Buy
4,775
+1,500
+46% +$86.6K 0.21% 62
2023
Q3 		$180K Buy
3,275
+1,025
+46% +$61.9K 0.13% 66
2023
Q2 		$128K Buy
+2,250
New +$118K 0.09% 74

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moser Wealth Advisors's SCHW Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Charles Schwab (SCHW) stake by 12% in Q2 2025, selling an estimated $58.6K and leaving 5,010 shares worth $457K. The position accounts for 0.22% of the portfolio, ranked #66.

Moser Wealth Advisors first reported a position in SCHW in Q2 2023 and has held it in 9 quarters since. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Moser Wealth Advisors held 5,010 shares of Charles Schwab worth $457K as of Q2 2025.
  • Moser Wealth Advisors sold 700 Charles Schwab shares in Q2 2025, an estimated $58.6K.
  • Charles Schwab made up 0.22% of Moser Wealth Advisors's portfolio in Q2 2025, its #66 holding.
  • Moser Wealth Advisors first reported a position in Charles Schwab in Q2 2023 and has held it in 9 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.