Signature Estate & Investment Advisors’s Charles Schwab SCHW Stock Holding History

Signature Estate & Investment 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	$385K	Sell	4,161 -613	-13%	-$55.9K	0.01%	494
2026 Q1	$449K	Buy	4,774 +541	+13%	+$53.1K	0.01%	442
2025 Q4	$423K	Hold	4,233	–	–	0.01%	421
2025 Q3	$404K	Sell	4,233 -2,256	-35%	-$214K	0.01%	421
2025 Q2	$592K	Sell	6,489 -346	-5%	-$29K	0.01%	334
2025 Q1	$535K	Buy	6,835 +234	+4%	+$18.4K	0.01%	326
2024 Q4	$489K	Buy	6,601 +5	+0.1%	+$374	0.01%	333
2024 Q3	$427K	Buy	6,596 +345	+6%	+$22.7K	0.01%	339
2024 Q2	$461K	Buy	+6,251	New	+$462K	0.01%	301

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Signature Estate & Investment Advisors's SCHW Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Charles Schwab (SCHW) stake by 13% in Q2 2026, selling an estimated $55.9K and leaving 4,161 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #494.

Signature Estate & Investment Advisors first reported a position in SCHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $592K in Q2 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Signature Estate & Investment Advisors held 4,161 shares of Charles Schwab worth $385K as of Q2 2026.
Signature Estate & Investment Advisors sold 613 Charles Schwab shares in Q2 2026, an estimated $55.9K.
Charles Schwab made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #494 holding.
Signature Estate & Investment Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Charles Schwab position peaked at $592K in Q2 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.