SFWA
SCHW

Summit Financial Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Summit Financial Wealth 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 		$238K Buy
2,581
+47
+2% +$4.29K 0.03% 194
2026
Q1 		$238K Buy
2,534
+251
+11% +$24.6K 0.03% 174
2025
Q4 		$228K Sell
2,283
-55
-2% -$5.22K 0.03% 178
2025
Q3 		$216K Buy
+2,338
New +$222K 0.03% 170

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

Summit Financial Wealth Advisors's SCHW Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Charles Schwab (SCHW) stake by 1.9% in Q2 2026, buying an estimated $4.29K and bringing the position to 2,581 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #194.

Summit Financial Wealth Advisors first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $238K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Summit Financial Wealth Advisors held 2,581 shares of Charles Schwab worth $238K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 47 Charles Schwab shares in Q2 2026, an estimated $4.29K.
  • Charles Schwab made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • Summit Financial Wealth Advisors first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial Wealth Advisors's Charles Schwab position peaked at $238K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.