Redmont Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Redmont Wealth 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 Q4	$31.7K	Sell	317 -41	-11%	-$3.89K	0.05%	114
2025 Q3	$34.2K	Hold	358	–	–	0.05%	117
2025 Q2	$32.7K	Buy	358 +126	+54%	+$10.6K	0.05%	118
2025 Q1	$18.2K	Buy	+232	New	+$18.2K	0.04%	96
2024 Q4	–	Sell	-848	Closed	-$55K	–	259
2024 Q3	$55K	Sell	848 -7,846	-90%	-$515K	0.09%	84
2024 Q2	$641K	Sell	8,694 -1,901	-18%	-$140K	1.01%	24
2024 Q1	$766K	Buy	10,595 +552	+5%	+$36.4K	1.06%	29
2023 Q4	$691K	Sell	10,043 -1,700	-14%	-$98.2K	1.01%	32
2023 Q3	$645K	Buy	11,743 +2,113	+22%	+$128K	1.13%	20
2023 Q2	$546K	Buy	9,630 +1,857	+24%	+$97.3K	0.94%	28
2023 Q1	$407K	Buy	+7,773	New	+$569K	0.82%	39

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Redmont Wealth Advisors's SCHW Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Charles Schwab (SCHW) stake by 11% in Q4 2025, selling an estimated $3.89K and leaving 317 shares worth $31.7K. The position accounts for 0.05% of the portfolio, ranked #114.

Redmont Wealth Advisors first reported a position in SCHW in Q1 2023 and has held it in 11 quarters since. The position peaked at $766K in Q1 2024. 2,317 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Redmont Wealth Advisors held 317 shares of Charles Schwab worth $31.7K as of Q4 2025.
Redmont Wealth Advisors sold 41 Charles Schwab shares in Q4 2025, an estimated $3.89K.
Charles Schwab made up 0.05% of Redmont Wealth Advisors's portfolio in Q4 2025, its #114 holding.
Redmont Wealth Advisors first reported a position in Charles Schwab in Q1 2023 and has held it in 11 quarters since.
Redmont Wealth Advisors's Charles Schwab position peaked at $766K in Q1 2024.
2,317 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.