PA
SCHW

Pineridge Advisors’s Charles Schwab SCHW Stock Holding History

Pineridge 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
Q3 		– Sell
-14
Closed -$1.28K – 560
2025
Q2 		$1.28K Buy
+14
New +$1.17K ﹤0.01% 455
2025
Q1 		– Sell
-114
Closed -$8.44K – 643
2024
Q4 		$8.44K Buy
+114
New +$8.53K ﹤0.01% 320

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pineridge Advisors's SCHW Position: Q3 2025 in Review

Pineridge Advisors sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 14 shares — an estimated $1.28K sold.

Pineridge Advisors first reported a position in SCHW in Q4 2024 and held it in 2 quarters. The position peaked at $8.44K in Q4 2024. 2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Pineridge Advisors reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 14 Charles Schwab shares in Q3 2025, an estimated $1.28K.
  • Pineridge Advisors first reported a position in Charles Schwab in Q4 2024 and held it in 2 quarters.
  • Pineridge Advisors's Charles Schwab position peaked at $8.44K in Q4 2024.
  • 2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.