Spectrum Wealth Advisory Group’s Charles Schwab SCHW Stock Holding History

Spectrum Wealth Advisory 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	$1.85K	Buy	+20	New	+$1.82K	﹤0.01%	349

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Spectrum Wealth Advisory Group's SCHW Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Charles Schwab (SCHW) in Q2 2026: 20 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Spectrum Wealth Advisory Group held 20 shares of Charles Schwab worth $1.85K as of Q2 2026.
Charles Schwab was a new Spectrum Wealth Advisory Group position in Q2 2026.
Charles Schwab made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #349 holding.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.