STAR Financial Bank’s Charles Schwab SCHW Stock Holding History

STAR Financial Bank’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	–	Sell	-2,521	Closed	-$241K	–	120
2025 Q3	$241K	Buy	+2,521	New	+$239K	0.14%	106

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

STAR Financial Bank's SCHW Position: Q4 2025 in Review

STAR Financial Bank sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 2,521 shares — an estimated $241K sold.

STAR Financial Bank first reported a position in SCHW in Q3 2025 and held it in 1 quarter. The position peaked at $241K in Q3 2025. 2,327 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

STAR Financial Bank reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
STAR Financial Bank sold 2,521 Charles Schwab shares in Q4 2025, an estimated $241K.
STAR Financial Bank first reported a position in Charles Schwab in Q3 2025 and held it in 1 quarter.
STAR Financial Bank's Charles Schwab position peaked at $241K in Q3 2025.
2,327 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on STAR Financial Bank's 13F filing for Q4 2025, filed 13 Feb 2026.