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 Q2	$2.76M	Sell	29,938 -7,769	-21%	-$708K	0.06%	261
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Savvy Advisors Inc's SCHW Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Charles Schwab (SCHW) stake by 21% in Q2 2026, selling an estimated $708K and leaving 29,938 shares worth $2.76M. The position accounts for 0.06% of the portfolio, ranked #261.

Savvy Advisors Inc first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.54M in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Savvy Advisors Inc held 29,938 shares of Charles Schwab worth $2.76M as of Q2 2026.
Savvy Advisors Inc sold 7,769 Charles Schwab shares in Q2 2026, an estimated $708K.
Charles Schwab made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #261 holding.
Savvy Advisors Inc first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
Savvy Advisors Inc's Charles Schwab position peaked at $3.54M in Q1 2026.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.