SDWMA
SCHW

Schneider Downs Wealth Management Advisors’s Charles Schwab SCHW Stock Holding History

Schneider Downs Wealth Management 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 		$216K Buy
2,339
+41
+2% +$3.74K 0.02% 164
2026
Q1 		$216K Hold
2,298
– – 0.02% 148
2025
Q4 		$230K Buy
+2,298
New +$218K 0.03% 144

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 $3.38T AUM 44.17% 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

Schneider Downs Wealth Management Advisors's SCHW Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Charles Schwab (SCHW) stake by 1.8% in Q2 2026, buying an estimated $3.74K and bringing the position to 2,339 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #164.

Schneider Downs Wealth Management Advisors first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 2,339 shares of Charles Schwab worth $216K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 41 Charles Schwab shares in Q2 2026, an estimated $3.74K.
  • Charles Schwab made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #164 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Schneider Downs Wealth Management Advisors's Charles Schwab position peaked at $230K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.