RIA
SCHW

Regal Investment Advisors’s Charles Schwab SCHW Stock Holding History

Regal Investment 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 		– Sell
-2,573
Closed -$242K – 691
2026
Q1 		$242K Buy
+2,573
New +$252K 0.01% 581
2023
Q1 		– Sell
-3,918
Closed -$326K – 548
2022
Q4 		$326K Buy
3,918
+135
+4% +$10.5K 0.03% 362
2022
Q3 		$272K Buy
+3,783
New +$263K 0.03% 384
2022
Q2 		– Sell
-2,611
Closed -$220K – 550
2022
Q1 		$220K Buy
+2,611
New +$230K 0.02% 486
2020
Q3 		– Sell
-29,848
Closed -$1.01M – 225
2020
Q2 		$1.01M Buy
+29,848
New +$1.07M 0.18% 120
2020
Q1 		– Sell
-40,190
Closed -$1.91M – 254
2019
Q4 		$1.91M Sell
40,190
-679
-2% -$29.9K 0.34% 94
2019
Q3 		$1.71M Sell
40,869
-987
-2% -$39.8K 0.33% 98
2019
Q2 		$1.68M Buy
41,856
+552
+1% +$24.1K 0.33% 99
2019
Q1 		$1.77M Buy
41,304
+1,024
+3% +$46.2K 0.36% 89
2018
Q4 		$1.67M Buy
+40,280
New +$1.82M 0.37% 86
2015
Q2 		– Sell
-343
Closed -$10K – 1004
2015
Q1 		$10K Sell
343
-193
-36% -$5.59K ﹤0.01% 692
2014
Q4 		$16K Buy
536
+93
+21% +$2.64K ﹤0.01% 571
2014
Q3 		$13K Sell
443
-88
-17% -$2.49K ﹤0.01% 642
2014
Q2 		$14K Buy
+531
New +$13.9K 0.01% 611

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Regal Investment Advisors's SCHW Position: Q2 2026 in Review

Regal Investment Advisors sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,573 shares — an estimated $242K sold.

Regal Investment Advisors first reported a position in SCHW in Q2 2014 and held it in 14 quarters. The position peaked at $1.91M in Q4 2019. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Regal Investment Advisors reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 2,573 Charles Schwab shares in Q2 2026, an estimated $242K.
  • Regal Investment Advisors first reported a position in Charles Schwab in Q2 2014 and held it in 14 quarters.
  • Regal Investment Advisors's Charles Schwab position peaked at $1.91M in Q4 2019.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.