SIMG
SCHW

Sonora Investment Management Group’s Charles Schwab SCHW Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		$434K Sell
4,543
-92
-2% -$8.73K 0.03% 182
2025
Q2 		$423K Buy
4,635
+13
+0.3% +$1.09K 0.03% 181
2025
Q1 		$362K Sell
4,622
-187
-4% -$14.7K 0.03% 197
2024
Q4 		$356K Sell
4,809
-160
-3% -$12K 0.03% 200
2024
Q3 		$322K Sell
4,969
-407
-8% -$26.7K 0.02% 213
2024
Q2 		$389K Hold
5,376
– – 0.03% 197
2024
Q1 		$389K Sell
5,376
-105
-2% -$6.92K 0.03% 197
2023
Q4 		$377K Buy
5,481
+110
+2% +$6.35K 0.03% 185
2023
Q3 		$295K Sell
5,371
-156
-3% -$9.43K 0.03% 202
2023
Q2 		$313K Buy
5,527
+257
+5% +$13.5K 0.03% 206
2023
Q1 		$276K Buy
5,270
+405
+8% +$29.7K 0.02% 222
2022
Q4 		$405K Buy
4,865
+595
+14% +$46.2K 0.04% 174
2022
Q3 		$270K Hold
4,270
– – 0.03% 166
2022
Q2 		$270K Buy
4,270
+135
+3% +$9.31K 0.03% 199
2022
Q1 		$348K Sell
4,135
-226
-5% -$19.9K 0.04% 156
2021
Q4 		$367K Buy
+4,361
New +$353K 0.04% 157

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sonora Investment Management Group's SCHW Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Charles Schwab (SCHW) stake by 2% in Q3 2025, selling an estimated $8.73K and leaving 4,543 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #182.

Sonora Investment Management Group first reported a position in SCHW in Q4 2021 and has held it in 16 quarters since. 2,172 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Sonora Investment Management Group held 4,543 shares of Charles Schwab worth $434K as of Q3 2025.
  • Sonora Investment Management Group sold 92 Charles Schwab shares in Q3 2025, an estimated $8.73K.
  • Charles Schwab made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #182 holding.
  • Sonora Investment Management Group first reported a position in Charles Schwab in Q4 2021 and has held it in 16 quarters since.
  • 2,172 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.