Paladin Advisory Group’s Charles Schwab SCHW Stock Holding History

Paladin Advisory Group’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	$4.8K	Hold	52	–	–	﹤0.01%	223
2026 Q1	$4.89K	Hold	52	–	–	﹤0.01%	219
2025 Q4	$5.2K	Hold	52	–	–	﹤0.01%	224
2025 Q3	$4.96K	Hold	52	–	–	﹤0.01%	215
2025 Q2	$4.74K	Hold	52	–	–	﹤0.01%	218
2025 Q1	$4.07K	Hold	52	–	–	﹤0.01%	215
2024 Q4	$3.85K	Hold	52	–	–	﹤0.01%	221
2024 Q3	$3.37K	Hold	52	–	–	﹤0.01%	224
2024 Q2	$3.82K	Hold	52	–	–	﹤0.01%	212
2024 Q1	$3.76K	Hold	52	–	–	﹤0.01%	210
2023 Q4	$3.58K	Hold	52	–	–	﹤0.01%	212
2023 Q3	$2.85K	Hold	52	–	–	﹤0.01%	243
2023 Q2	$2.95K	Hold	52	–	–	﹤0.01%	248
2023 Q1	$2.72K	Buy	+52	New	+$3.81K	﹤0.01%	251
2022 Q2	–	Sell	-52	Closed	-$3.59K	–	468
2022 Q1	$4K	Buy	+52	New	+$4.57K	﹤0.01%	253

Other funds holding SCHW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Paladin Advisory Group's SCHW Position: Q2 2026 in Review

Paladin Advisory Group held its Charles Schwab (SCHW) position steady in Q2 2026 at 52 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Paladin Advisory Group first reported a position in SCHW in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.2K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Paladin Advisory Group held 52 shares of Charles Schwab worth $4.8K as of Q2 2026.
Paladin Advisory Group left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up ﹤0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #223 holding.
Paladin Advisory Group first reported a position in Charles Schwab in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Charles Schwab position peaked at $5.2K in Q4 2025.
1,002 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.