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

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Geode Capital Management
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Franklin Resources
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Vanguard Portfolio Management
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Primecap Management
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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. 2,201 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.
  • 2,201 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.