Moss Adams Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Moss Adams 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	$492K	Sell	5,336 -328	-6%	-$29.9K	0.03%	152
2026 Q1	$532K	Buy	5,664 +733	+15%	+$71.9K	0.04%	131
2025 Q4	$493K	Buy	4,931 +145	+3%	+$13.8K	0.04%	134
2025 Q3	$457K	Buy	4,786 +162	+4%	+$15.4K	0.04%	140
2025 Q2	$422K	Buy	4,624 +67	+1%	+$5.61K	0.04%	146
2025 Q1	$357K	Buy	4,557 +1,145	+34%	+$89.9K	0.04%	151
2024 Q4	$252K	Buy	+3,412	New	+$255K	0.03%	168
2024 Q3	–	Sell	-3,328	Closed	-$245K	–	218
2024 Q2	$245K	Buy	+3,328	New	+$246K	0.03%	143
2024 Q1	–	Sell	-3,382	Closed	-$233K	–	162
2023 Q4	$233K	Buy	+3,382	New	+$195K	0.05%	105
2023 Q1	–	Sell	-3,762	Closed	-$313K	–	205
2022 Q4	$313K	Buy	+3,762	New	+$292K	0.16%	68

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Moss Adams Wealth Advisors's SCHW Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Charles Schwab (SCHW) stake by 5.8% in Q2 2026, selling an estimated $29.9K and leaving 5,336 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #152.

Moss Adams Wealth Advisors first reported a position in SCHW in Q4 2022 and has held it in 10 quarters since. The position peaked at $532K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Moss Adams Wealth Advisors held 5,336 shares of Charles Schwab worth $492K as of Q2 2026.
Moss Adams Wealth Advisors sold 328 Charles Schwab shares in Q2 2026, an estimated $29.9K.
Charles Schwab made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #152 holding.
Moss Adams Wealth Advisors first reported a position in Charles Schwab in Q4 2022 and has held it in 10 quarters since.
Moss Adams Wealth Advisors's Charles Schwab position peaked at $532K in Q1 2026.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.