N.E.W. Advisory Services’s Charles Schwab SCHW Stock Holding History

N.E.W. Advisory Services's SCHW Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Charles Schwab (SCHW) stake by 0.42% in Q2 2026, buying an estimated $3.28K and bringing the position to 8,677 shares worth $801K. The position accounts for 0.05% of the portfolio, ranked #118.

N.E.W. Advisory Services first reported a position in SCHW in Q2 2022 and has held it in 17 quarters since. The position peaked at $863K in Q4 2025. 1,567 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

• N.E.W. Advisory Services held 8,677 shares of Charles Schwab worth $801K as of Q2 2026.
• N.E.W. Advisory Services bought 36 Charles Schwab shares in Q2 2026, an estimated $3.28K.
• Charles Schwab made up 0.05% of N.E.W. Advisory Services's portfolio in Q2 2026, its #118 holding.
• N.E.W. Advisory Services first reported a position in Charles Schwab in Q2 2022 and has held it in 17 quarters since.
• N.E.W. Advisory Services's Charles Schwab position peaked at $863K in Q4 2025.
• 1,567 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.