SFGP
SCHW

Stonebridge Financial Group (Pennsylvania)’s Charles Schwab SCHW Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-114
Closed -$8.92K – 812
2025
Q1 		$8.92K Buy
114
+14
+14% +$1.1K ﹤0.01% 617
2024
Q4 		$7.4K Buy
+100
New +$7.48K ﹤0.01% 629

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SCHW Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 114 shares — an estimated $8.92K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SCHW in Q4 2024 and held it in 2 quarters. The position peaked at $8.92K in Q1 2025. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 114 Charles Schwab shares in Q2 2025, an estimated $8.92K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Charles Schwab in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Charles Schwab position peaked at $8.92K in Q1 2025.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.