Savvy Advisors Inc’s Charles Schwab SCHW Stock Holding History

Savvy Advisors Inc’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 Q1	$3.54M	Buy	37,707 +4,876	+15%	+$478K	0.09%	165
2025 Q4	$3.28M	Buy	32,831 +4,862	+17%	+$461K	0.11%	136
2025 Q3	$2.67M	Buy	27,969 +1,901	+7%	+$180K	0.12%	122
2025 Q2	$2.38M	Buy	26,068 +5,293	+25%	+$443K	0.16%	94
2025 Q1	$1.63M	Buy	20,775 +1,378	+7%	+$108K	0.16%	101
2024 Q4	$1.44M	Buy	19,397 +13,879	+252%	+$1.04M	0.17%	103
2024 Q3	$358K	Buy	5,518 +2,287	+71%	+$150K	0.07%	229
2024 Q2	$238K	Buy	3,231 +399	+14%	+$29.5K	0.08%	254
2024 Q1	$205K	Buy	+2,832	New	+$187K	0.12%	211

Other funds holding SCHW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Savvy Advisors Inc's SCHW Position: Q1 2026 in Review

Savvy Advisors Inc increased its Charles Schwab (SCHW) stake by 15% in Q1 2026, buying an estimated $478K and bringing the position to 37,707 shares worth $3.54M. The position accounts for 0.09% of the portfolio, ranked #165.

Savvy Advisors Inc first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Savvy Advisors Inc held 37,707 shares of Charles Schwab worth $3.54M as of Q1 2026.
Savvy Advisors Inc bought 4,876 Charles Schwab shares in Q1 2026, an estimated $478K.
Charles Schwab made up 0.09% of Savvy Advisors Inc's portfolio in Q1 2026, its #165 holding.
Savvy Advisors Inc first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.