PA
SCHW

PSI Advisors’s Charles Schwab SCHW Stock Holding History

PSI 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
Q2 		– Sell
-509
Closed -$39.8K – 575
2025
Q1 		$39.8K Hold
509
– – 0.01% 265
2024
Q4 		$37.7K Hold
509
– – 0.01% 319
2024
Q3 		$33K Hold
509
– – 0.01% 333
2024
Q2 		$37.5K Sell
509
-74
-13% -$5.47K 0.01% 299
2024
Q1 		$42.2K Hold
583
– – 0.02% 282
2023
Q4 		$40.1K Sell
583
-300
-34% -$17.3K 0.02% 296
2023
Q3 		$48.5K Buy
883
+53
+6% +$3.2K 0.02% 252
2023
Q2 		$47K Buy
830
+630
+315% +$33K 0.02% 251
2023
Q1 		$10.5K Buy
+200
New +$14.6K 0.01% 422

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

PSI Advisors's SCHW Position: Q2 2025 in Review

PSI Advisors sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 509 shares — an estimated $39.8K sold.

PSI Advisors first reported a position in SCHW in Q1 2023 and held it in 9 quarters. The position peaked at $48.5K in Q3 2023. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • PSI Advisors reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 509 Charles Schwab shares in Q2 2025, an estimated $39.8K.
  • PSI Advisors first reported a position in Charles Schwab in Q1 2023 and held it in 9 quarters.
  • PSI Advisors's Charles Schwab position peaked at $48.5K in Q3 2023.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.