SVWAG
SCHW

Sound View Wealth Advisors Group’s Charles Schwab SCHW Stock Holding History

Sound View Wealth Advisors 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
2026
Q2 		$334K Sell
3,622
-282
-7% -$25.7K 0.02% 342
2026
Q1 		$367K Buy
3,904
+375
+11% +$36.8K 0.03% 315
2025
Q4 		$353K Sell
3,529
-108
-3% -$10.2K 0.02% 325
2025
Q3 		$347K Sell
3,637
-244
-6% -$23.2K 0.02% 331
2025
Q2 		$354K Buy
3,881
+123
+3% +$10.3K 0.03% 322
2025
Q1 		$294K Sell
3,758
-29
-0.8% -$2.28K 0.02% 336
2024
Q4 		$280K Sell
3,787
-178
-4% -$13.3K 0.02% 354
2024
Q3 		$257K Sell
3,965
-601
-13% -$39.5K 0.02% 364
2024
Q2 		$336K Sell
4,566
-39
-0.8% -$2.88K 0.03% 284
2024
Q1 		$333K Sell
4,605
-145
-3% -$9.55K 0.04% 291
2023
Q4 		$327K Buy
4,750
+46
+1% +$2.66K 0.04% 290
2023
Q3 		$258K Buy
4,704
+34
+0.7% +$2.06K 0.03% 311
2023
Q2 		$265K Sell
4,670
-574
-11% -$30.1K 0.03% 305
2023
Q1 		$275K Buy
5,244
+494
+10% +$36.2K 0.04% 295
2022
Q4 		$327K Buy
+4,750
New +$369K 0.04% 290

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

Sound View Wealth Advisors Group's SCHW Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Charles Schwab (SCHW) stake by 7.2% in Q2 2026, selling an estimated $25.7K and leaving 3,622 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #342.

Sound View Wealth Advisors Group first reported a position in SCHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $367K in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,622 shares of Charles Schwab worth $334K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 282 Charles Schwab shares in Q2 2026, an estimated $25.7K.
  • Charles Schwab made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #342 holding.
  • Sound View Wealth Advisors Group first reported a position in Charles Schwab in Q4 2022 and has held it in 15 quarters since.
  • Sound View Wealth Advisors Group's Charles Schwab position peaked at $367K in Q1 2026.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.