Princeton Global Asset Management’s Charles Schwab SCHW Stock Holding History

Princeton Global Asset Management’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	$27.3K	Buy	296 +17	+6%	+$1.55K	﹤0.01%	440
2026 Q1	$26.2K	Hold	279	–	–	﹤0.01%	446
2025 Q4	$27.9K	Hold	279	–	–	﹤0.01%	433
2025 Q3	$26.6K	Hold	279	–	–	﹤0.01%	411
2025 Q2	$25.5K	Buy	+279	New	+$23.4K	﹤0.01%	401
2024 Q3	–	Sell	-161	Closed	-$11.8K	–	713
2024 Q2	$11.8K	Sell	161 -14	-8%	-$1.03K	﹤0.01%	448
2024 Q1	$12.7K	Sell	175 -149	-46%	-$9.81K	﹤0.01%	410
2023 Q4	$22.3K	Buy	324 +1	+0.3%	+$58	0.01%	347
2023 Q3	$17.7K	Buy	323 +1	+0.3%	+$60	0.01%	349
2023 Q2	$18.3K	Buy	322 +1	+0.3%	+$52	0.01%	349
2023 Q1	$16.8K	Hold	321	–	–	﹤0.01%	366
2022 Q4	$27K	Hold	321	–	–	0.01%	300
2022 Q3	$23K	Hold	321	–	–	0.01%	307
2022 Q2	$20K	Hold	321	–	–	0.01%	333
2022 Q1	$27K	Buy	321 +164	+104%	+$14.4K	0.01%	334
2021 Q4	$13K	Hold	157	–	–	﹤0.01%	384
2021 Q3	$11K	Hold	157	–	–	﹤0.01%	395
2021 Q2	$11K	Hold	157	–	–	﹤0.01%	404
2021 Q1	$10K	Hold	157	–	–	﹤0.01%	386
2020 Q4	$8K	Hold	157	–	–	﹤0.01%	406
2020 Q3	$6K	Sell	157 -662	-81%	-$23K	﹤0.01%	381
2020 Q2	$27K	Hold	819	–	–	0.01%	315
2020 Q1	$28K	Buy	819 +157	+24%	+$6.59K	0.01%	278
2019 Q4	$31	Buy	+662	New	+$29.2K	0.01%	284

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

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

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

VNIM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Princeton Global Asset Management's SCHW Position: Q2 2026 in Review

Princeton Global Asset Management increased its Charles Schwab (SCHW) stake by 6.1% in Q2 2026, buying an estimated $1.55K and bringing the position to 296 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Princeton Global Asset Management first reported a position in SCHW in Q4 2019 and has held it in 24 quarters since. The position peaked at $28K in Q1 2020. 614 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Princeton Global Asset Management held 296 shares of Charles Schwab worth $27.3K as of Q2 2026.
Princeton Global Asset Management bought 17 Charles Schwab shares in Q2 2026, an estimated $1.55K.
Charles Schwab made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #440 holding.
Princeton Global Asset Management first reported a position in Charles Schwab in Q4 2019 and has held it in 24 quarters since.
Princeton Global Asset Management's Charles Schwab position peaked at $28K in Q1 2020.
614 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.