TFA
SCHW

Teamwork Financial Advisors’s Charles Schwab SCHW Stock Holding History

Teamwork Financial 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 		$205K Hold
2,223
– – 0.02% 193
2026
Q1 		$209K Sell
2,223
-181
-8% -$17.8K 0.02% 203
2025
Q4 		$240K Sell
2,404
-105
-4% -$9.96K 0.02% 182
2025
Q3 		$239K Buy
2,509
+270
+12% +$25.6K 0.02% 180
2025
Q2 		$204K Buy
+2,239
New +$187K 0.02% 185
2024
Q1 		– Sell
-2,912
Closed -$200K – 200
2023
Q4 		$200K Buy
+2,912
New +$168K 0.03% 178
2023
Q2 		– Sell
-4,203
Closed -$220K – 204
2023
Q1 		$220K Sell
4,203
-530
-11% -$38.8K 0.04% 169
2022
Q4 		$394K Sell
4,733
-224
-5% -$17.4K 0.08% 144
2022
Q3 		$356K Sell
4,957
-2,714
-35% -$188K 0.08% 154
2022
Q2 		$485K Sell
7,671
-25,114
-77% -$1.73M 0.11% 139
2022
Q1 		$2.76M Buy
32,785
+13,326
+68% +$1.17M 0.52% 48
2021
Q4 		$1.64M Sell
19,459
-676
-3% -$54.7K 0.3% 70
2021
Q3 		$1.47M Sell
20,135
-128
-0.6% -$9.14K 0.29% 68
2021
Q2 		$1.48M Buy
20,263
+298
+1% +$21.1K 0.3% 60
2021
Q1 		$1.3M Sell
19,965
-3,755
-16% -$228K 0.31% 65
2020
Q4 		$1.26M Sell
23,720
-3,787
-14% -$171K 0.3% 66
2020
Q3 		$997K Sell
27,507
-31,984
-54% -$1.11M 0.31% 70
2020
Q2 		$2.01M Buy
+59,491
New +$2.13M 0.72% 27

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

Teamwork Financial Advisors's SCHW Position: Q2 2026 in Review

Teamwork Financial Advisors held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,223 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #193.

Teamwork Financial Advisors first reported a position in SCHW in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.76M in Q1 2022. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Teamwork Financial Advisors held 2,223 shares of Charles Schwab worth $205K as of Q2 2026.
  • Teamwork Financial Advisors left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #193 holding.
  • Teamwork Financial Advisors first reported a position in Charles Schwab in Q2 2020 and has held it in 18 quarters since.
  • Teamwork Financial Advisors's Charles Schwab position peaked at $2.76M in Q1 2022.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.