SFA
SCHW

Souders Financial Advisors’s Charles Schwab SCHW Stock Holding History

Souders 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 		$395K Sell
4,278
-352
-8% -$32.1K 0.04% 166
2026
Q1 		$435K Buy
4,630
+289
+7% +$28.3K 0.05% 157
2025
Q4 		$434K Buy
4,341
+98
+2% +$9.3K 0.05% 143
2025
Q3 		$405K Buy
4,243
+76
+2% +$7.21K 0.05% 145
2025
Q2 		$380K Sell
4,167
-242
-5% -$20.3K 0.05% 148
2025
Q1 		$345K Buy
4,409
+415
+10% +$32.6K 0.05% 147
2024
Q4 		$296K Buy
3,994
+30
+0.8% +$2.25K 0.04% 151
2024
Q3 		$257K Sell
3,964
-154
-4% -$10.1K 0.04% 154
2024
Q2 		$303K Sell
4,118
-30
-0.7% -$2.22K 0.05% 143
2024
Q1 		$300K Sell
4,148
-43
-1% -$2.83K 0.05% 143
2023
Q4 		$288K Buy
4,191
+14
+0.3% +$809 0.05% 144
2023
Q3 		$229K Sell
4,177
-51
-1% -$3.08K 0.04% 148
2023
Q2 		$240K Sell
4,228
-87
-2% -$4.56K 0.05% 143
2023
Q1 		$226K Buy
4,315
+529
+14% +$38.7K 0.05% 140
2022
Q4 		$315K Buy
3,786
+46
+1% +$3.57K 0.07% 131
2022
Q3 		$269K Sell
3,740
-13
-0.3% -$903 0.07% 133
2022
Q2 		$237K Buy
3,753
+36
+1% +$2.48K 0.07% 125
2022
Q1 		$313K Buy
3,717
+27
+0.7% +$2.38K 0.09% 118
2021
Q4 		$310K Buy
3,690
+1
+0% +$81 0.09% 120
2021
Q3 		$269K Buy
3,689
+138
+4% +$9.86K 0.09% 120
2021
Q2 		$259K Buy
3,551
+11
+0.3% +$778 0.09% 118
2021
Q1 		$231K Buy
+3,540
New +$215K 0.09% 113

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

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

Souders Financial Advisors reduced its Charles Schwab (SCHW) stake by 7.6% in Q2 2026, selling an estimated $32.1K and leaving 4,278 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #166.

Souders Financial Advisors first reported a position in SCHW in Q1 2021 and has held it in 22 quarters since. The position peaked at $435K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Souders Financial Advisors held 4,278 shares of Charles Schwab worth $395K as of Q2 2026.
  • Souders Financial Advisors sold 352 Charles Schwab shares in Q2 2026, an estimated $32.1K.
  • Charles Schwab made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #166 holding.
  • Souders Financial Advisors first reported a position in Charles Schwab in Q1 2021 and has held it in 22 quarters since.
  • Souders Financial Advisors's Charles Schwab position peaked at $435K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.