SNS Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.8M | Buy |
170,873
+167,820
| +5,497% | +$15.3M | 0.3% | 86 |
|
|
2026
Q1 | $287K | Sell |
3,053
-70
| -2% | -$6.87K | 0.02% | 175 |
|
|
2025
Q4 | $312K | Sell |
3,123
-28
| -0.9% | -$2.66K | 0.03% | 170 |
|
|
2025
Q3 | $301K | Buy |
3,151
+23
| +0.7% | +$2.18K | 0.03% | 166 |
|
|
2025
Q2 | $285K | Buy |
3,128
+30
| +1% | +$2.51K | 0.03% | 165 |
|
|
2025
Q1 | $243K | Buy |
3,098
+57
| +2% | +$4.47K | 0.02% | 167 |
|
|
2024
Q4 | $225K | Sell |
3,041
-340
| -10% | -$25.4K | 0.02% | 172 |
|
|
2024
Q3 | $219K | Sell |
3,381
-29
| -0.9% | -$1.91K | 0.02% | 183 |
|
|
2024
Q2 | $251K | Buy |
3,410
+23
| +0.7% | +$1.7K | 0.03% | 161 |
|
|
2024
Q1 | $245K | Buy |
3,387
+14
| +0.4% | +$922 | 0.03% | 165 |
|
|
2023
Q4 | $232K | Buy |
+3,373
| New | +$195K | 0.03% | 164 |
|
|
2023
Q1 | – | Sell |
-9,370
| Closed | -$780K | – | 199 |
|
|
2022
Q4 | $780K | Buy |
9,370
+86
| +0.9% | +$6.67K | 0.11% | 93 |
|
|
2022
Q3 | $667K | Buy |
9,284
+70
| +0.8% | +$4.86K | 0.1% | 92 |
|
|
2022
Q2 | $582K | Buy |
9,214
+21
| +0.2% | +$1.45K | 0.08% | 101 |
|
|
2022
Q1 | $775K | Sell |
9,193
-754
| -8% | -$66.3K | 0.09% | 101 |
|
|
2021
Q4 | $837K | Sell |
9,947
-253
| -2% | -$20.5K | 0.09% | 105 |
|
|
2021
Q3 | $743K | Buy |
10,200
+4
| +0% | +$286 | 0.09% | 103 |
|
|
2021
Q2 | $742K | Buy |
10,196
+41
| +0.4% | +$2.9K | 0.09% | 105 |
|
|
2021
Q1 | $662K | Sell |
10,155
-315
| -3% | -$19.1K | 0.09% | 108 |
|
|
2020
Q4 | $555K | Buy |
10,470
+1,845
| +21% | +$83.5K | 0.08% | 117 |
|
|
2020
Q3 | $313K | Buy |
8,625
+296
| +4% | +$10.3K | 0.05% | 150 |
|
|
2020
Q2 | $281K | Sell |
8,329
-31
| -0.4% | -$1.11K | 0.05% | 147 |
|
|
2020
Q1 | $281K | Buy |
8,360
+1,680
| +25% | +$70.5K | 0.05% | 152 |
|
|
2019
Q4 | $317K | Buy |
6,680
+246
| +4% | +$10.8K | 0.06% | 162 |
|
|
2019
Q3 | $269K | Sell |
6,434
-35
| -0.5% | -$1.41K | 0.05% | 160 |
|
|
2019
Q2 | $260K | Hold |
6,469
| – | – | 0.05% | 165 |
|
|
2019
Q1 | $277K | Hold |
6,469
| – | – | 0.06% | 148 |
|
|
2018
Q4 | $268K | Sell |
6,469
-72
| -1% | -$3.26K | 0.07% | 146 |
|
|
2018
Q3 | $322K | Sell |
6,541
-51
| -0.8% | -$2.6K | 0.08% | 130 |
|
|
2018
Q2 | $337K | Buy |
6,592
+206
| +3% | +$11.4K | 0.09% | 118 |
|
|
2018
Q1 | $333K | Buy |
6,386
+287
| +5% | +$15.4K | 0.09% | 115 |
|
|
2017
Q4 | $313K | Buy |
6,099
+308
| +5% | +$14.5K | 0.08% | 135 |
|
|
2017
Q3 | $253K | Buy |
5,791
+423
| +8% | +$17.6K | 0.06% | 144 |
|
|
2017
Q2 | $230K | Buy |
5,368
+461
| +9% | +$18.5K | 0.06% | 148 |
|
|
2017
Q1 | $201K | Buy |
+4,907
| New | +$203K | 0.05% | 163 |
|
Other funds holding SCHW
SNS Financial Group's SCHW Position: Q2 2026 in Review
SNS Financial Group increased its Charles Schwab (SCHW) stake by 5,497% in Q2 2026, buying an estimated $15.3M and bringing the position to 170,873 shares worth $15.8M. The position accounts for 0.3% of the portfolio, ranked #86.
SNS Financial Group first reported a position in SCHW in Q1 2017 and has held it in 35 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- SNS Financial Group held 170,873 shares of Charles Schwab worth $15.8M as of Q2 2026.
- SNS Financial Group bought 167,820 Charles Schwab shares in Q2 2026, an estimated $15.3M.
- Charles Schwab made up 0.3% of SNS Financial Group's portfolio in Q2 2026, its #86 holding.
- SNS Financial Group first reported a position in Charles Schwab in Q1 2017 and has held it in 35 quarters since.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.