SHFA
SCHW

SS&H Financial Advisors’s Charles Schwab SCHW Stock Holding History

SS&H Financial Advisors’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 		$544K Buy
+5,899
New +$538K 0.14% 91
2025
Q4 		$589K Hold
5,899
– – 0.17% 86
2025
Q3 		$563K Hold
5,899
– – 0.17% 87
2025
Q2 		$538K Hold
5,899
– – 0.18% 84
2025
Q1 		$462K Hold
5,899
– – 0.17% 90
2024
Q4 		$437K Hold
5,899
– – 0.16% 98
2024
Q3 		$382K Hold
5,899
– – 0.14% 107
2024
Q2 		$435K Buy
+5,899
New +$436K 0.17% 96

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

SS&H Financial Advisors's SCHW Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Charles Schwab (SCHW) in Q2 2026: 5,899 shares worth $544K. The stake represents 0.14% of the portfolio and ranks #91 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in SCHW as recently as Q4 2025.

SS&H Financial Advisors first reported a position in SCHW in Q2 2024 and has held it in 8 quarters since. The position peaked at $589K in Q4 2025. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • SS&H Financial Advisors held 5,899 shares of Charles Schwab worth $544K as of Q2 2026.
  • Charles Schwab was a new SS&H Financial Advisors position in Q2 2026.
  • Charles Schwab made up 0.14% of SS&H Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • SS&H Financial Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 8 quarters since.
  • SS&H Financial Advisors's Charles Schwab position peaked at $589K in Q4 2025.
  • 2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.