SFC
SCHW

SYM Financial Corp’s Charles Schwab SCHW Stock Holding History

SYM Financial Corp’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 		$341K Buy
3,693
+45
+1% +$4.1K 0.03% 224
2026
Q1 		$343K Buy
3,648
+301
+9% +$29.5K 0.03% 195
2025
Q4 		$334K Sell
3,347
-9
-0.3% -$854 0.03% 204
2025
Q3 		$320K Buy
3,356
+54
+2% +$5.13K 0.03% 203
2025
Q2 		$301K Buy
3,302
+416
+14% +$34.8K 0.03% 212
2025
Q1 		$226K Buy
+2,886
New +$227K 0.03% 235

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

SYM Financial Corp's SCHW Position: Q2 2026 in Review

SYM Financial Corp increased its Charles Schwab (SCHW) stake by 1.2% in Q2 2026, buying an estimated $4.1K and bringing the position to 3,693 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #224.

SYM Financial Corp first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. The position peaked at $343K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • SYM Financial Corp held 3,693 shares of Charles Schwab worth $341K as of Q2 2026.
  • SYM Financial Corp bought 45 Charles Schwab shares in Q2 2026, an estimated $4.1K.
  • Charles Schwab made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #224 holding.
  • SYM Financial Corp first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • SYM Financial Corp's Charles Schwab position peaked at $343K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.