Mount Yale Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.89M | Buy |
41,428
+27,911
| +206% | +$2.74M | 0.09% | 227 |
|
|
2025
Q4 | $1.35M | Sell |
13,517
-3,601
| -21% | -$342K | 0.07% | 257 |
|
|
2025
Q3 | $1.63M | Sell |
17,118
-16,408
| -49% | -$1.56M | 0.11% | 194 |
|
|
2025
Q2 | $3.06M | Sell |
33,526
-1,717
| -5% | -$144K | 0.24% | 87 |
|
|
2025
Q1 | $2.76M | Buy |
35,243
+6,446
| +22% | +$506K | 0.24% | 95 |
|
|
2024
Q4 | $2.13M | Buy |
28,797
+4,154
| +17% | +$311K | 0.17% | 115 |
|
|
2024
Q3 | $1.6M | Sell |
24,643
-5,747
| -19% | -$378K | 0.15% | 144 |
|
|
2024
Q2 | $2.24M | Sell |
30,390
-1,407
| -4% | -$104K | 0.18% | 112 |
|
|
2024
Q1 | $2.3M | Buy |
31,797
+2,389
| +8% | +$157K | 0.18% | 117 |
|
|
2023
Q4 | $2.02M | Buy |
29,408
+7,209
| +32% | +$416K | 0.19% | 122 |
|
|
2023
Q3 | $1.22M | Sell |
22,199
-321
| -1% | -$19.4K | 0.13% | 162 |
|
|
2023
Q2 | $1.28M | Buy |
+22,520
| New | +$1.18M | 0.14% | 154 |
|
|
2023
Q1 | – | Sell |
-11,926
| Closed | -$993K | – | 524 |
|
|
2022
Q4 | $993K | Sell |
11,926
-72
| -0.6% | -$5.59K | 0.11% | 184 |
|
|
2022
Q3 | $862K | Buy |
11,998
+3,832
| +47% | +$266K | 0.11% | 189 |
|
|
2022
Q2 | $516K | Buy |
8,166
+426
| +6% | +$29.4K | 0.07% | 287 |
|
|
2022
Q1 | $653K | Buy |
7,740
+495
| +7% | +$43.5K | 0.07% | 266 |
|
|
2021
Q4 | $609K | Sell |
7,245
-101
| -1% | -$8.17K | 0.06% | 264 |
|
|
2021
Q3 | $535K | Buy |
7,346
+863
| +13% | +$61.6K | 0.06% | 271 |
|
|
2021
Q2 | $472K | Buy |
6,483
+141
| +2% | +$9.98K | 0.06% | 273 |
|
|
2021
Q1 | $413K | Buy |
6,342
+479
| +8% | +$29K | 0.05% | 278 |
|
|
2020
Q4 | $311K | Sell |
5,863
-118
| -2% | -$5.34K | 0.04% | 293 |
|
|
2020
Q3 | $217K | Sell |
5,981
-13,104
| -69% | -$456K | 0.03% | 323 |
|
|
2020
Q2 | $644K | Buy |
19,085
+4,007
| +27% | +$144K | 0.12% | 187 |
|
|
2020
Q1 | $507K | Sell |
15,078
-169
| -1% | -$7.09K | 0.11% | 165 |
|
|
2019
Q4 | $695K | Sell |
15,247
-1,298
| -8% | -$57.2K | 0.12% | 151 |
|
|
2019
Q3 | $719K | Buy |
16,545
+1,033
| +7% | +$41.7K | 0.13% | 138 |
|
|
2019
Q2 | $583K | Sell |
15,512
-5,599
| -27% | -$244K | 0.11% | 158 |
|
|
2019
Q1 | $903K | Sell |
21,111
-4,971
| -19% | -$224K | 0.17% | 119 |
|
|
2018
Q4 | $1.17M | Buy |
26,082
+3,247
| +14% | +$147K | 0.24% | 100 |
|
|
2018
Q3 | $1.11M | Buy |
22,835
+1,159
| +5% | +$59.2K | 0.19% | 108 |
|
|
2018
Q2 | $1.11M | Buy |
21,676
+4,732
| +28% | +$262K | 0.21% | 108 |
|
|
2018
Q1 | $885K | Buy |
+16,944
| New | +$908K | 0.19% | 116 |
|
Other funds holding SCHW
VCM
VPM
Mount Yale Investment Advisors's SCHW Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Charles Schwab (SCHW) stake by 206% in Q1 2026, buying an estimated $2.74M and bringing the position to 41,428 shares worth $3.89M. The position accounts for 0.09% of the portfolio, ranked #227.
Mount Yale Investment Advisors first reported a position in SCHW in Q1 2018 and has held it in 32 quarters since. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Mount Yale Investment Advisors held 41,428 shares of Charles Schwab worth $3.89M as of Q1 2026.
- Mount Yale Investment Advisors bought 27,911 Charles Schwab shares in Q1 2026, an estimated $2.74M.
- Charles Schwab made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #227 holding.
- Mount Yale Investment Advisors first reported a position in Charles Schwab in Q1 2018 and has held it in 32 quarters since.
- 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.