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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SS&H Financial Advisors's SCHW Position: Q4 2025 in Review

SS&H Financial Advisors held its Charles Schwab (SCHW) position steady in Q4 2025 at 5,899 shares worth $589K. The position accounts for 0.17% of the portfolio, ranked #86.

SS&H Financial Advisors first reported a position in SCHW in Q2 2024 and has held it in 7 quarters since. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • SS&H Financial Advisors held 5,899 shares of Charles Schwab worth $589K as of Q4 2025.
  • SS&H Financial Advisors left its Charles Schwab share count unchanged in Q4 2025.
  • Charles Schwab made up 0.17% of SS&H Financial Advisors's portfolio in Q4 2025, its #86 holding.
  • SS&H Financial Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 7 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.