SWA
SCHW

Sax Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Sax 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 		$849K Buy
9,037
+285
+3% +$26K 0.03% 253
2026
Q1 		$874K Sell
8,752
-348
-4% -$34.1K 0.04% 211
2025
Q4 		$909K Sell
9,100
-324
-3% -$30.7K 0.04% 217
2025
Q3 		$900K Buy
9,424
+630
+7% +$59.8K 0.05% 196
2025
Q2 		$802K Buy
8,794
+214
+2% +$17.9K 0.05% 195
2025
Q1 		$672K Buy
8,580
+2,239
+35% +$176K 0.05% 181
2024
Q4 		$469K Sell
6,341
-402
-6% -$30.1K 0.04% 199
2024
Q3 		$437K Sell
6,743
-88
-1% -$5.78K 0.04% 174
2024
Q2 		$503K Buy
+6,831
New +$505K 0.05% 143

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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
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

Sax Wealth Advisors's SCHW Position: Q2 2026 in Review

Sax Wealth Advisors increased its Charles Schwab (SCHW) stake by 3.3% in Q2 2026, buying an estimated $26K and bringing the position to 9,037 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #253.

Sax Wealth Advisors first reported a position in SCHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $909K in Q4 2025. 512 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Sax Wealth Advisors held 9,037 shares of Charles Schwab worth $849K as of Q2 2026.
  • Sax Wealth Advisors bought 285 Charles Schwab shares in Q2 2026, an estimated $26K.
  • Charles Schwab made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #253 holding.
  • Sax Wealth Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 9 quarters since.
  • Sax Wealth Advisors's Charles Schwab position peaked at $909K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.