Raffa Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.3K | Buy |
383
+35
| +10% | +$3.19K | ﹤0.01% | 204 |
|
|
2026
Q1 | $32.7K | Buy |
348
+7
| +2% | +$687 | 0.01% | 200 |
|
|
2025
Q4 | $34.1K | Buy |
341
+28
| +9% | +$2.66K | 0.01% | 195 |
|
|
2025
Q3 | $29.9K | Buy |
313
+32
| +11% | +$3.04K | 0.01% | 208 |
|
|
2025
Q2 | $25.6K | Sell |
281
-56
| -17% | -$4.69K | 0.01% | 236 |
|
|
2025
Q1 | $26.4K | Hold |
337
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $24.9K | Buy |
337
+47
| +16% | +$3.52K | 0.01% | 205 |
|
|
2024
Q3 | $18.8K | Sell |
290
-2,884
| -91% | -$189K | ﹤0.01% | 231 |
|
|
2024
Q2 | $234K | Hold |
3,174
| – | – | 0.07% | 79 |
|
|
2024
Q1 | $230K | Buy |
3,174
+2,853
| +889% | +$188K | 0.07% | 77 |
|
|
2023
Q4 | $22.1K | Hold |
321
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $17.6K | Hold |
321
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $18.2K | Hold |
321
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $16.8K | Buy |
321
+37
| +13% | +$2.71K | 0.01% | 233 |
|
|
2022
Q4 | $23.6K | Buy |
284
+17
| +6% | +$1.32K | 0.01% | 190 |
|
|
2022
Q3 | $19.2K | Hold |
267
| – | – | 0.01% | 206 |
|
|
2022
Q2 | $16.9K | Hold |
267
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $22.5K | Hold |
267
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $22.5K | Hold |
267
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $19.4K | Buy |
267
+42
| +19% | +$3K | 0.01% | 194 |
|
|
2021
Q2 | $16.4K | Hold |
225
| – | – | 0.01% | 216 |
|
|
2021
Q1 | $14.7K | Buy |
225
+27
| +14% | +$1.64K | 0.01% | 233 |
|
|
2020
Q4 | $10.5K | Buy |
198
+38
| +24% | +$1.72K | ﹤0.01% | 244 |
|
|
2020
Q3 | $5.8K | Buy |
160
+17
| +12% | +$591 | ﹤0.01% | 301 |
|
|
2020
Q2 | $4.83K | Buy |
143
+5
| +4% | +$179 | ﹤0.01% | 322 |
|
|
2020
Q1 | $4.64K | Sell |
138
-209
| -60% | -$8.77K | ﹤0.01% | 291 |
|
|
2019
Q4 | $16.5K | Hold |
347
| – | – | 0.01% | 201 |
|
|
2019
Q3 | $14.5K | Buy |
+347
| New | +$14K | 0.01% | 207 |
|
|
2019
Q2 | – | Sell |
-97
| Closed | -$4.15K | – | 1270 |
|
|
2019
Q1 | $4.15K | Hold |
97
| – | – | ﹤0.01% | 254 |
|
|
2018
Q4 | $4.03K | Hold |
97
| – | – | ﹤0.01% | 263 |
|
|
2018
Q3 | $4.77K | Hold |
97
| – | – | ﹤0.01% | 267 |
|
|
2018
Q2 | $4.96K | Hold |
97
| – | – | ﹤0.01% | 247 |
|
|
2018
Q1 | $5.07K | Buy |
+97
| New | +$5.2K | ﹤0.01% | 244 |
|
|
2017
Q1 | – | Sell |
-26
| Closed | -$1.03K | – | 764 |
|
|
2016
Q4 | $1.03K | Hold |
26
| – | – | ﹤0.01% | 430 |
|
|
2016
Q3 | $821 | Hold |
26
| – | – | ﹤0.01% | 486 |
|
|
2016
Q2 | $658 | Hold |
26
| – | – | ﹤0.01% | 558 |
|
|
2016
Q1 | $729 | Hold |
26
| – | – | ﹤0.01% | 513 |
|
|
2015
Q4 | $856 | Hold |
26
| – | – | ﹤0.01% | 442 |
|
|
2015
Q3 | $743 | Hold |
26
| – | – | ﹤0.01% | 482 |
|
|
2015
Q2 | $849 | Hold |
26
| – | – | ﹤0.01% | 437 |
|
|
2015
Q1 | $791 | Hold |
26
| – | – | ﹤0.01% | 471 |
|
|
2014
Q4 | $785 | Hold |
26
| – | – | ﹤0.01% | 435 |
|
|
2014
Q3 | $764 | Buy |
+26
| New | +$736 | ﹤0.01% | 414 |
|
|
2014
Q1 | – | Sell |
-26
| Closed | -$785 | – | 643 |
|
|
2013
Q4 | $785 | Buy |
+26
| New | +$620 | ﹤0.01% | 435 |
|
Other funds holding SCHW
Raffa Wealth Management's SCHW Position: Q2 2026 in Review
Raffa Wealth Management increased its Charles Schwab (SCHW) stake by 10% in Q2 2026, buying an estimated $3.19K and bringing the position to 383 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #204.
Raffa Wealth Management first reported a position in SCHW in Q4 2013 and has held it in 44 quarters since. The position peaked at $234K in Q2 2024. 2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Raffa Wealth Management held 383 shares of Charles Schwab worth $35.3K as of Q2 2026.
- Raffa Wealth Management bought 35 Charles Schwab shares in Q2 2026, an estimated $3.19K.
- Charles Schwab made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #204 holding.
- Raffa Wealth Management first reported a position in Charles Schwab in Q4 2013 and has held it in 44 quarters since.
- Raffa Wealth Management's Charles Schwab position peaked at $234K in Q2 2024.
- 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.