Regent Peak Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Regent Peak 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
2026 Q2	$245K	Sell	2,657 -124	-4%	-$11.3K	0.05%	182
2026 Q1	$261K	Sell	2,781 -451	-14%	-$44.2K	0.05%	157
2025 Q4	$323K	Buy	3,232 +154	+5%	+$14.6K	0.06%	129
2025 Q3	$294K	Buy	+3,078	New	+$292K	0.06%	136
2023 Q4	–	Sell	-3,814	Closed	-$209K	–	173
2023 Q3	$209K	Buy	+3,814	New	+$231K	0.06%	141
2021 Q1	–	Sell	-1,115	Closed	-$59K	–	829
2020 Q4	$59K	Buy	+1,115	New	+$50.5K	0.02%	285

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Regent Peak Wealth Advisors's SCHW Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Charles Schwab (SCHW) stake by 4.5% in Q2 2026, selling an estimated $11.3K and leaving 2,657 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #182.

Regent Peak Wealth Advisors first reported a position in SCHW in Q4 2020 and has held it in 6 quarters since. The position peaked at $323K in Q4 2025. 504 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Regent Peak Wealth Advisors held 2,657 shares of Charles Schwab worth $245K as of Q2 2026.
Regent Peak Wealth Advisors sold 124 Charles Schwab shares in Q2 2026, an estimated $11.3K.
Charles Schwab made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #182 holding.
Regent Peak Wealth Advisors first reported a position in Charles Schwab in Q4 2020 and has held it in 6 quarters since.
Regent Peak Wealth Advisors's Charles Schwab position peaked at $323K in Q4 2025.
504 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.