PWA
SCHW

Physician Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Physician 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 		$29.8K Sell
323
-265
-45% -$24.2K ﹤0.01% 555
2026
Q1 		$55.3K Sell
588
-17
-3% -$1.67K 0.01% 380
2025
Q4 		$60.5K Buy
605
+49
+9% +$4.65K 0.01% 349
2025
Q3 		$53.1K Buy
556
+302
+119% +$28.7K 0.01% 370
2025
Q2 		$23.2K Buy
254
+50
+25% +$4.19K ﹤0.01% 485
2025
Q1 		$16K Buy
204
+30
+17% +$2.35K ﹤0.01% 527
2024
Q4 		$12.9K Buy
+174
New +$13K ﹤0.01% 593

Other funds holding SCHW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Charles Schwab (SCHW) stake by 45% in Q2 2026, selling an estimated $24.2K and leaving 323 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Physician Wealth Advisors first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.5K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Physician Wealth Advisors held 323 shares of Charles Schwab worth $29.8K as of Q2 2026.
  • Physician Wealth Advisors sold 265 Charles Schwab shares in Q2 2026, an estimated $24.2K.
  • Charles Schwab made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #555 holding.
  • Physician Wealth Advisors first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Charles Schwab position peaked at $60.5K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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