SFA
SCHW

Sequoia Financial Advisors’s Charles Schwab SCHW Stock Holding History

Sequoia Financial 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 		$30.2M Sell
327,673
-15,328
-4% -$1.4M 0.15% 103
2026
Q1 		$32.2M Sell
343,001
-16,001
-4% -$1.57M 0.18% 93
2025
Q4 		$35.9M Buy
359,002
+30,413
+9% +$2.89M 0.2% 86
2025
Q3 		$31.4M Sell
328,589
-1,570
-0.5% -$149K 0.19% 95
2025
Q2 		$30.1M Buy
330,159
+1,999
+0.6% +$167K 0.21% 95
2025
Q1 		$25.7M Buy
328,160
+6,364
+2% +$499K 0.2% 101
2024
Q4 		$23.8M Sell
321,796
-5,945
-2% -$445K 0.23% 94
2024
Q3 		$21.2M Buy
327,741
+277,165
+548% +$18.2M 0.23% 93
2024
Q2 		$3.73M Sell
50,576
-209,873
-81% -$15.5M 0.04% 225
2024
Q1 		$18.8M Buy
260,449
+6,596
+3% +$434K 0.23% 92
2023
Q4 		$17.5M Buy
253,853
+54,264
+27% +$3.13M 0.22% 96
2023
Q3 		$11M Buy
199,589
+21,000
+12% +$1.27M 0.19% 93
2023
Q2 		$10.1M Buy
178,589
+43,375
+32% +$2.27M 0.17% 100
2023
Q1 		$7.08M Buy
135,214
+119,763
+775% +$8.77M 0.16% 118
2022
Q4 		$1.29M Buy
15,451
+5,978
+63% +$464K 0.03% 254
2022
Q3 		$681K Sell
9,473
-4,645
-33% -$322K 0.02% 247
2022
Q2 		$892K Buy
14,118
+1,054
+8% +$72.7K 0.03% 245
2022
Q1 		$1.1M Buy
13,064
+2,648
+25% +$233K 0.03% 246
2021
Q4 		$876K Buy
+10,416
New +$843K 0.02% 247
2021
Q3 		– Sell
-5,876
Closed -$428K – 412
2021
Q2 		$428K Buy
5,876
+364
+7% +$25.8K 0.02% 304
2021
Q1 		$359K Sell
5,512
-423
-7% -$25.6K 0.02% 305
2020
Q4 		$315K Buy
+5,935
New +$269K 0.01% 315

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

Sequoia Financial Advisors's SCHW Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Charles Schwab (SCHW) stake by 4.5% in Q2 2026, selling an estimated $1.4M and leaving 327,673 shares worth $30.2M. The position accounts for 0.15% of the portfolio, ranked #103.

Sequoia Financial Advisors first reported a position in SCHW in Q4 2020 and has held it in 22 quarters since. The position peaked at $35.9M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Sequoia Financial Advisors held 327,673 shares of Charles Schwab worth $30.2M as of Q2 2026.
  • Sequoia Financial Advisors sold 15,328 Charles Schwab shares in Q2 2026, an estimated $1.4M.
  • Charles Schwab made up 0.15% of Sequoia Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • Sequoia Financial Advisors first reported a position in Charles Schwab in Q4 2020 and has held it in 22 quarters since.
  • Sequoia Financial Advisors's Charles Schwab position peaked at $35.9M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.