SRA
SCHW

Secured Retirement Advisors’s Charles Schwab SCHW Stock Holding History

Secured Retirement 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
-6,729
Closed -$632K – 153
2026
Q1 		$632K Sell
6,729
-120
-2% -$11.8K 0.36% 95
2025
Q4 		$684K Buy
6,849
+91
+1% +$8.63K 0.38% 88
2025
Q3 		$645K Sell
6,758
-4,223
-38% -$401K 0.36% 92
2025
Q2 		$1M Sell
10,981
-812
-7% -$68K 0.6% 70
2025
Q1 		$923K Sell
11,793
-16,694
-59% -$1.31M 0.6% 70
2024
Q4 		$2.11M Buy
28,487
+911
+3% +$68.2K 1.21% 23
2024
Q3 		$1.79M Buy
27,576
+1,669
+6% +$110K 1.29% 35
2024
Q2 		$1.91M Buy
25,907
+2,254
+10% +$167K 1.49% 26
2024
Q1 		$1.71M Buy
23,653
+2,175
+10% +$143K 1.45% 26
2023
Q4 		$1.48M Buy
+21,478
New +$1.24M 1.42% 26

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

Secured Retirement Advisors's SCHW Position: Q2 2026 in Review

Secured Retirement Advisors sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 6,729 shares — an estimated $632K sold.

Secured Retirement Advisors first reported a position in SCHW in Q4 2023 and held it in 10 quarters. The position peaked at $2.11M in Q4 2024. 504 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Secured Retirement Advisors reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 6,729 Charles Schwab shares in Q2 2026, an estimated $632K.
  • Secured Retirement Advisors first reported a position in Charles Schwab in Q4 2023 and held it in 10 quarters.
  • Secured Retirement Advisors's Charles Schwab position peaked at $2.11M in Q4 2024.
  • 504 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.