SIAG
SCHW

Safeguard Investment Advisory Group’s Charles Schwab SCHW Stock Holding History

Safeguard Investment Advisory Group’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 		$204K Buy
2,208
+5
+0.2% +$456 0.05% 170
2026
Q1 		$207K Sell
2,203
-20
-0.9% -$1.96K 0.06% 134
2025
Q4 		$222K Buy
+2,223
New +$211K 0.06% 125
2021
Q1 		– Sell
-383
Closed -$20K – 591
2020
Q4 		$20K Buy
+383
New +$17.3K 0.02% 309

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

Safeguard Investment Advisory Group's SCHW Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Charles Schwab (SCHW) stake by 0.23% in Q2 2026, buying an estimated $456 and bringing the position to 2,208 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #170.

Safeguard Investment Advisory Group first reported a position in SCHW in Q4 2020 and has held it in 4 quarters since. The position peaked at $222K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,208 shares of Charles Schwab worth $204K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 5 Charles Schwab shares in Q2 2026, an estimated $456.
  • Charles Schwab made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #170 holding.
  • Safeguard Investment Advisory Group first reported a position in Charles Schwab in Q4 2020 and has held it in 4 quarters since.
  • Safeguard Investment Advisory Group's Charles Schwab position peaked at $222K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.