SA
SCHW

Scarborough Advisors’s Charles Schwab SCHW Stock Holding History

Scarborough 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 		– Sell
-305
Closed -$28.7K – 583
2026
Q1 		$28.7K Buy
+305
New +$29.9K ﹤0.01% 297
2024
Q1 		– Sell
-313
Closed -$21.5K – 664
2023
Q4 		$21.5K Buy
+313
New +$18.1K ﹤0.01% 274

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

Scarborough Advisors's SCHW Position: Q2 2026 in Review

Scarborough Advisors sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 305 shares — an estimated $28.7K sold.

Scarborough Advisors first reported a position in SCHW in Q4 2023 and held it in 2 quarters. The position peaked at $28.7K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Scarborough Advisors reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 305 Charles Schwab shares in Q2 2026, an estimated $28.7K.
  • Scarborough Advisors first reported a position in Charles Schwab in Q4 2023 and held it in 2 quarters.
  • Scarborough Advisors's Charles Schwab position peaked at $28.7K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.