New Age Alpha Advisors’s Charles Schwab SCHW Stock Holding History

New Age Alpha 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	–	Sell	-1,078	Closed	-$84.4K	–	965
2025 Q1	$84.4K	Buy	+1,078	New	+$84.6K	﹤0.01%	767

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Age Alpha Advisors's SCHW Position: Q2 2025 in Review

New Age Alpha Advisors sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 1,078 shares — an estimated $84.4K sold.

New Age Alpha Advisors first reported a position in SCHW in Q1 2025 and held it in 1 quarter. The position peaked at $84.4K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

New Age Alpha Advisors reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
New Age Alpha Advisors sold 1,078 Charles Schwab shares in Q2 2025, an estimated $84.4K.
New Age Alpha Advisors first reported a position in Charles Schwab in Q1 2025 and held it in 1 quarter.
New Age Alpha Advisors's Charles Schwab position peaked at $84.4K in Q1 2025.
2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.