SIA
SCHW

Strategic Investment Advisors’s Charles Schwab SCHW Stock Holding History

Strategic Investment 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 		$327K Sell
3,548
-470
-12% -$42.9K 0.02% 269
2026
Q1 		$378K Buy
+4,018
New +$394K 0.03% 248

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

Strategic Investment Advisors's SCHW Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Charles Schwab (SCHW) stake by 12% in Q2 2026, selling an estimated $42.9K and leaving 3,548 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #269.

Strategic Investment Advisors first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $378K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Strategic Investment Advisors held 3,548 shares of Charles Schwab worth $327K as of Q2 2026.
  • Strategic Investment Advisors sold 470 Charles Schwab shares in Q2 2026, an estimated $42.9K.
  • Charles Schwab made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • Strategic Investment Advisors first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Charles Schwab position peaked at $378K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.