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SCHW

Networth Advisors’s Charles Schwab SCHW Stock Holding History

Networth 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 		– Sell
-11
Closed -$1.03K – 424
2026
Q1 		$1.03K Buy
+11
New +$1.08K ﹤0.01% 329

Other funds holding SCHW

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
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
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Networth Advisors's SCHW Position: Q2 2026 in Review

Networth Advisors sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 11 shares — an estimated $1.03K sold.

Networth Advisors first reported a position in SCHW in Q1 2026 and held it in 1 quarter. The position peaked at $1.03K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Networth Advisors reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Networth Advisors sold 11 Charles Schwab shares in Q2 2026, an estimated $1.03K.
  • Networth Advisors first reported a position in Charles Schwab in Q1 2026 and held it in 1 quarter.
  • Networth Advisors's Charles Schwab position peaked at $1.03K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.