SWASL
SCHW

Spartan Wealth Advisory Services LLC’s Charles Schwab SCHW Stock Holding History

Spartan Wealth Advisory Services LLC’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 		– Sell
-2,563
Closed -$241K – 335
2026
Q1 		$241K Buy
+2,563
New +$251K 0.02% 279

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 $3.38T AUM 44.17% 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

Spartan Wealth Advisory Services LLC's SCHW Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,563 shares — an estimated $241K sold.

Spartan Wealth Advisory Services LLC first reported a position in SCHW in Q1 2026 and held it in 1 quarter. The position peaked at $241K in Q1 2026. 2,318 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Spartan Wealth Advisory Services LLC reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Spartan Wealth Advisory Services LLC sold 2,563 Charles Schwab shares in Q2 2026, an estimated $241K.
  • Spartan Wealth Advisory Services LLC first reported a position in Charles Schwab in Q1 2026 and held it in 1 quarter.
  • Spartan Wealth Advisory Services LLC's Charles Schwab position peaked at $241K in Q1 2026.
  • 2,318 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.