NAAA
SCHW

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
2026
Q2 		$1.22M Buy
+13,200
New +$1.2M 0.05% 414
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

New Age Alpha Advisors's SCHW Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in Charles Schwab (SCHW) in Q2 2026: 13,200 shares worth $1.22M. The stake represents 0.05% of the portfolio and ranks #414 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in SCHW as recently as Q1 2025.

New Age Alpha Advisors first reported a position in SCHW in Q1 2025 and has held it in 2 quarters since. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • New Age Alpha Advisors held 13,200 shares of Charles Schwab worth $1.22M as of Q2 2026.
  • Charles Schwab was a new New Age Alpha Advisors position in Q2 2026.
  • Charles Schwab made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #414 holding.
  • New Age Alpha Advisors first reported a position in Charles Schwab in Q1 2025 and has held it in 2 quarters since.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.