TCI Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $813K | Sell |
8,816
-447
| -5% | -$40.8K | 0.04% | 130 |
|
|
2026
Q1 | $871K | Buy |
9,263
+717
| +8% | +$70.3K | 0.05% | 107 |
|
|
2025
Q4 | $854K | Sell |
8,546
-69
| -0.8% | -$6.55K | 0.05% | 109 |
|
|
2025
Q3 | $823K | Sell |
8,615
-4,178
| -33% | -$397K | 0.05% | 112 |
|
|
2025
Q2 | $1.17M | Sell |
12,793
-2
| -0% | -$167 | 0.08% | 90 |
|
|
2025
Q1 | $1M | Sell |
12,795
-692
| -5% | -$54.3K | 0.08% | 82 |
|
|
2024
Q4 | $998K | Sell |
13,487
-2,343
| -15% | -$175K | 0.08% | 82 |
|
|
2024
Q3 | $1.03M | Buy |
15,830
+3,020
| +24% | +$198K | 0.09% | 84 |
|
|
2024
Q2 | $944K | Buy |
12,810
+2,024
| +19% | +$150K | 0.09% | 79 |
|
|
2024
Q1 | $780K | Sell |
10,786
-4,181
| -28% | -$275K | 0.08% | 92 |
|
|
2023
Q4 | $1.03M | Sell |
14,967
-1,057
| -7% | -$61K | 0.11% | 76 |
|
|
2023
Q3 | $880K | Sell |
16,024
-473
| -3% | -$28.6K | 0.11% | 75 |
|
|
2023
Q2 | $935K | Sell |
16,497
-2,289
| -12% | -$120K | 0.12% | 74 |
|
|
2023
Q1 | $984K | Buy |
18,786
+12,056
| +179% | +$883K | 0.13% | 71 |
|
|
2022
Q4 | $560K | Buy |
6,730
+443
| +7% | +$34.4K | 0.08% | 94 |
|
|
2022
Q3 | $452K | Sell |
6,287
-898
| -12% | -$62.3K | 0.07% | 101 |
|
|
2022
Q2 | $454K | Sell |
7,185
-1,196
| -14% | -$82.5K | 0.07% | 108 |
|
|
2022
Q1 | $707K | Buy |
8,381
+583
| +7% | +$51.3K | 0.11% | 81 |
|
|
2021
Q4 | $656K | Buy |
7,798
+1,276
| +20% | +$103K | 0.1% | 84 |
|
|
2021
Q3 | $475K | Buy |
6,522
+119
| +2% | +$8.5K | 0.07% | 116 |
|
|
2021
Q2 | $466K | Buy |
6,403
+25
| +0.4% | +$1.77K | 0.08% | 118 |
|
|
2021
Q1 | $416K | Sell |
6,378
-10,288
| -62% | -$624K | 0.18% | 113 |
|
|
2020
Q4 | $884K | Buy |
16,666
+466
| +3% | +$21.1K | 0.4% | 55 |
|
|
2020
Q3 | $587K | Buy |
16,200
+7,141
| +79% | +$248K | 0.23% | 74 |
|
|
2020
Q2 | $306K | Buy |
9,059
+1,029
| +13% | +$36.9K | 0.13% | 109 |
|
|
2020
Q1 | $270K | Sell |
8,030
-454
| -5% | -$19.1K | 0.13% | 113 |
|
|
2019
Q4 | $403K | Buy |
8,484
+439
| +5% | +$19.4K | 0.16% | 106 |
|
|
2019
Q3 | $337K | Sell |
8,045
-681
| -8% | -$27.5K | 0.15% | 106 |
|
|
2019
Q2 | $351K | Sell |
8,726
-2,658
| -23% | -$116K | 0.16% | 100 |
|
|
2019
Q1 | $487K | Buy |
11,384
+1,653
| +17% | +$74.6K | 0.21% | 87 |
|
|
2018
Q4 | $404K | Buy |
9,731
+1,372
| +16% | +$62.1K | 0.2% | 91 |
|
|
2018
Q3 | $411K | Sell |
8,359
-47
| -0.6% | -$2.4K | 0.17% | 102 |
|
|
2018
Q2 | $430K | Sell |
8,406
-164
| -2% | -$9.08K | 0.19% | 90 |
|
|
2018
Q1 | $448K | Sell |
8,570
-841
| -9% | -$45.1K | 0.21% | 86 |
|
|
2017
Q4 | $483K | Buy |
9,411
+1,431
| +18% | +$67.2K | 0.21% | 87 |
|
|
2017
Q3 | $349K | Sell |
7,980
-1,102
| -12% | -$45.8K | 0.17% | 99 |
|
|
2017
Q2 | $390K | Sell |
9,082
-93
| -1% | -$3.72K | 0.2% | 87 |
|
|
2017
Q1 | $374K | Buy |
9,175
+1
| +0% | +$41 | 0.2% | 85 |
|
|
2016
Q4 | $362K | Buy |
9,174
+909
| +11% | +$32.5K | 0.19% | 90 |
|
|
2016
Q3 | $261K | Sell |
8,265
-2,707
| -25% | -$79.4K | 0.14% | 103 |
|
|
2016
Q2 | $278K | Sell |
10,972
-1
| -0% | -$28 | 0.15% | 100 |
|
|
2016
Q1 | $307K | Buy |
10,973
+442
| +4% | +$11.7K | 0.17% | 96 |
|
|
2015
Q4 | $347K | Sell |
10,531
-436
| -4% | -$13.8K | 0.19% | 89 |
|
|
2015
Q3 | $313K | Sell |
10,967
-19
| -0.2% | -$610 | 0.19% | 93 |
|
|
2015
Q2 | $359K | Sell |
10,986
-979
| -8% | -$30.9K | 0.21% | 84 |
|
|
2015
Q1 | $364K | Buy |
11,965
+2,911
| +32% | +$84.4K | 0.23% | 80 |
|
|
2014
Q4 | $273K | Buy |
9,054
+1,179
| +15% | +$33.5K | 0.17% | 101 |
|
|
2014
Q3 | $231K | Hold |
7,875
| – | – | 0.15% | 111 |
|
|
2014
Q2 | $212K | Sell |
7,875
-398
| -5% | -$10.4K | 0.13% | 120 |
|
|
2014
Q1 | $226K | Sell |
8,273
-440
| -5% | -$11.5K | 0.15% | 114 |
|
|
2013
Q4 | $227K | Buy |
8,713
+29
| +0.3% | +$692 | 0.14% | 110 |
|
|
2013
Q3 | $184K | Buy |
8,684
+1,013
| +13% | +$22K | 0.14% | 111 |
|
|
2013
Q2 | $163K | Buy |
+7,671
| New | +$142K | 0.12% | 125 |
|
Other funds holding SCHW
TCI Wealth Advisors's SCHW Position: Q2 2026 in Review
TCI Wealth Advisors reduced its Charles Schwab (SCHW) stake by 4.8% in Q2 2026, selling an estimated $40.8K and leaving 8,816 shares worth $813K. The position accounts for 0.04% of the portfolio, ranked #130.
TCI Wealth Advisors first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.17M in Q2 2025. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- TCI Wealth Advisors held 8,816 shares of Charles Schwab worth $813K as of Q2 2026.
- TCI Wealth Advisors sold 447 Charles Schwab shares in Q2 2026, an estimated $40.8K.
- Charles Schwab made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #130 holding.
- TCI Wealth Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
- TCI Wealth Advisors's Charles Schwab position peaked at $1.17M in Q2 2025.
- 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.