PFA
SCHW

Professional Financial Advisors’s Charles Schwab SCHW Stock Holding History

Professional Financial 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 		$353K Sell
3,829
-17,962
-82% -$1.64M 0.06% 108
2026
Q1 		$2.05M Buy
21,791
+279
+1% +$27.4K 0.42% 45
2025
Q4 		$2.15M Buy
21,512
+14
+0.1% +$1.33K 0.44% 40
2025
Q3 		$2.05M Buy
21,498
+641
+3% +$60.8K 0.43% 41
2025
Q2 		$1.9M Sell
20,857
-84
-0.4% -$7.03K 0.44% 40
2025
Q1 		$1.64M Buy
20,941
+304
+1% +$23.9K 0.42% 40
2024
Q4 		$1.53M Buy
20,637
+646
+3% +$48.3K 0.39% 43
2024
Q3 		$1.3M Buy
19,991
+928
+5% +$61K 0.34% 52
2024
Q2 		$1.4M Buy
19,063
+363
+2% +$26.8K 0.39% 43
2024
Q1 		$1.35M Buy
18,700
+2,046
+12% +$135K 0.39% 43
2023
Q4 		$1.15M Buy
16,654
+2,965
+22% +$171K 0.38% 43
2023
Q3 		$752K Buy
13,689
+335
+3% +$20.2K 0.34% 52
2023
Q2 		$757K Buy
13,354
+305
+2% +$16K 0.39% 44
2023
Q1 		$1.1M Sell
13,049
-654
-5% -$47.9K 0.65% 30
2022
Q4 		$1.14M Buy
13,703
+43
+0.3% +$3.34K 0.77% 24
2022
Q3 		$982K Buy
13,660
+246
+2% +$17.1K 0.61% 29
2022
Q2 		$847K Buy
13,414
+365
+3% +$25.2K 0.47% 44
2022
Q1 		$1.1M Sell
13,049
-2,591
-17% -$228K 0.47% 39
2021
Q4 		$1.31M Sell
15,640
-270
-2% -$21.8K 0.57% 35
2021
Q3 		$1.16M Buy
15,910
+340
+2% +$24.3K 0.66% 29
2021
Q2 		$1.14M Sell
15,570
-65
-0.4% -$4.6K 0.63% 31
2021
Q1 		$1.02M Buy
+15,635
New +$948K 0.63% 33

Other funds holding SCHW

Assenagon Asset Management
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Professional Financial Advisors's SCHW Position: Q2 2026 in Review

Professional Financial Advisors reduced its Charles Schwab (SCHW) stake by 82% in Q2 2026, selling an estimated $1.64M and leaving 3,829 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #108.

Professional Financial Advisors first reported a position in SCHW in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.15M in Q4 2025. 351 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Professional Financial Advisors held 3,829 shares of Charles Schwab worth $353K as of Q2 2026.
  • Professional Financial Advisors sold 17,962 Charles Schwab shares in Q2 2026, an estimated $1.64M.
  • Charles Schwab made up 0.06% of Professional Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Professional Financial Advisors first reported a position in Charles Schwab in Q1 2021 and has held it in 22 quarters since.
  • Professional Financial Advisors's Charles Schwab position peaked at $2.15M in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.