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
2024
Q2 		– Hold
0
– -$7.23K – 1276
2024
Q1 		– Hold
0
– – – 1162

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
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
CS
CapitalatWork SA Auderghem $3.99B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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. 878 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.
  • 878 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.