OWA
SCHW

Opal Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Opal Wealth 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 		$676K Buy
7,324
+2,907
+66% +$265K 0.15% 75
2026
Q1 		$415K Sell
4,417
-131
-3% -$12.8K 0.09% 114
2025
Q4 		$454K Buy
4,548
+75
+2% +$7.12K 0.12% 103
2025
Q3 		$427K Buy
4,473
+147
+3% +$14K 0.12% 105
2025
Q2 		$395K Buy
4,326
+855
+25% +$71.6K 0.11% 99
2025
Q1 		$272K Buy
3,471
+245
+8% +$19.2K 0.08% 134
2024
Q4 		$239K Sell
3,226
-96
-3% -$7.18K 0.07% 161
2024
Q3 		$215K Sell
3,322
-70
-2% -$4.6K 0.07% 172
2024
Q2 		$250K Buy
+3,392
New +$251K 0.08% 141

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

Opal Wealth Advisors's SCHW Position: Q2 2026 in Review

Opal Wealth Advisors increased its Charles Schwab (SCHW) stake by 66% in Q2 2026, buying an estimated $265K and bringing the position to 7,324 shares worth $676K. The position accounts for 0.15% of the portfolio, ranked #75.

Opal Wealth Advisors first reported a position in SCHW in Q2 2024 and has held it in 9 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Opal Wealth Advisors held 7,324 shares of Charles Schwab worth $676K as of Q2 2026.
  • Opal Wealth Advisors bought 2,907 Charles Schwab shares in Q2 2026, an estimated $265K.
  • Charles Schwab made up 0.15% of Opal Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Opal Wealth Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 9 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.