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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sound View Wealth Advisors Group's SCHW Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Charles Schwab (SCHW) stake by 11% in Q1 2026, buying an estimated $36.8K and bringing the position to 3,904 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #315.

Sound View Wealth Advisors Group first reported a position in SCHW in Q4 2022 and has held it in 14 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,904 shares of Charles Schwab worth $367K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 375 Charles Schwab shares in Q1 2026, an estimated $36.8K.
  • Charles Schwab made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #315 holding.
  • Sound View Wealth Advisors Group first reported a position in Charles Schwab in Q4 2022 and has held it in 14 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.