Toth Financial Advisory’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 | $159K | Sell |
1,720
-14,307
| -89% | -$1.3M | 0.02% | 249 |
|
|
2026
Q1 | $1.51M | Buy |
16,027
+250
| +2% | +$24.5K | 0.17% | 112 |
|
|
2025
Q4 | $1.58M | Buy |
15,777
+1,234
| +8% | +$117K | 0.17% | 111 |
|
|
2025
Q3 | $1.39M | Buy |
14,543
+9,048
| +165% | +$859K | 0.15% | 113 |
|
|
2025
Q2 | $501K | Buy |
5,495
+4,625
| +532% | +$387K | 0.06% | 161 |
|
|
2025
Q1 | $68.1K | Hold |
870
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $64.4K | Sell |
870
-5,732
| -87% | -$429K | 0.01% | 271 |
|
|
2024
Q3 | $428K | Buy |
6,602
+5,370
| +436% | +$353K | 0.05% | 170 |
|
|
2024
Q2 | $90.8K | Buy |
1,232
+131
| +12% | +$9.68K | 0.01% | 248 |
|
|
2024
Q1 | $79.6K | Buy |
1,101
+108
| +11% | +$7.11K | 0.01% | 256 |
|
|
2023
Q4 | $68.3K | Sell |
993
-690
| -41% | -$39.8K | 0.01% | 265 |
|
|
2023
Q3 | $92.4K | Sell |
1,683
-3,838
| -70% | -$232K | 0.01% | 223 |
|
|
2023
Q2 | $313K | Buy |
5,521
+3,615
| +190% | +$189K | 0.05% | 168 |
|
|
2023
Q1 | $99.8K | Sell |
1,906
-6,334
| -77% | -$464K | 0.02% | 220 |
|
|
2022
Q4 | $686K | Buy |
8,240
+7,430
| +917% | +$577K | 0.11% | 131 |
|
|
2022
Q3 | $58K | Hold |
810
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $51K | Buy |
810
+655
| +423% | +$45.2K | 0.01% | 270 |
|
|
2022
Q1 | $13K | Hold |
155
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $13K | Hold |
155
| – | – | ﹤0.01% | 461 |
|
|
2021
Q3 | $11K | Hold |
155
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $11K | Hold |
155
| – | – | ﹤0.01% | 449 |
|
|
2021
Q1 | $10K | Hold |
155
| – | – | ﹤0.01% | 470 |
|
|
2020
Q4 | $8K | Hold |
155
| – | – | ﹤0.01% | 429 |
|
|
2020
Q3 | $6K | Sell |
155
-517
| -77% | -$18K | ﹤0.01% | 418 |
|
|
2020
Q2 | $23K | Buy |
672
+17
| +3% | +$609 | 0.01% | 274 |
|
|
2020
Q1 | $22K | Buy |
655
+500
| +323% | +$21K | 0.01% | 228 |
|
|
2019
Q4 | $7K | Sell |
155
-510
| -77% | -$22.5K | ﹤0.01% | 336 |
|
|
2019
Q3 | $28K | Sell |
665
-626
| -48% | -$25.3K | 0.01% | 253 |
|
|
2019
Q2 | $52K | Buy |
1,291
+101
| +8% | +$4.4K | 0.01% | 222 |
|
|
2019
Q1 | $51K | Buy |
1,190
+2
| +0.2% | +$90 | 0.01% | 214 |
|
|
2018
Q4 | $49K | Sell |
1,188
-198
| -14% | -$8.96K | 0.01% | 187 |
|
|
2018
Q3 | $68K | Sell |
1,386
-16,099
| -92% | -$822K | 0.02% | 195 |
|
|
2018
Q2 | $893K | Sell |
17,485
-518
| -3% | -$28.7K | 0.21% | 97 |
|
|
2018
Q1 | $940K | Sell |
18,003
-644
| -3% | -$34.5K | 0.23% | 91 |
|
|
2017
Q4 | $958K | Buy |
18,647
+541
| +3% | +$25.4K | 0.23% | 93 |
|
|
2017
Q3 | $792K | Buy |
18,106
+1
| +0% | +$42 | 0.2% | 100 |
|
|
2017
Q2 | $778K | Hold |
18,105
| – | – | 0.2% | 94 |
|
|
2017
Q1 | $739K | Buy |
18,105
+850
| +5% | +$35.1K | 0.2% | 97 |
|
|
2016
Q4 | $681K | Buy |
+17,255
| New | +$617K | 0.2% | 99 |
|
Other funds holding SCHW
Toth Financial Advisory's SCHW Position: Q2 2026 in Review
Toth Financial Advisory reduced its Charles Schwab (SCHW) stake by 89% in Q2 2026, selling an estimated $1.3M and leaving 1,720 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #249.
Toth Financial Advisory first reported a position in SCHW in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.58M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Toth Financial Advisory held 1,720 shares of Charles Schwab worth $159K as of Q2 2026.
- Toth Financial Advisory sold 14,307 Charles Schwab shares in Q2 2026, an estimated $1.3M.
- Charles Schwab made up 0.02% of Toth Financial Advisory's portfolio in Q2 2026, its #249 holding.
- Toth Financial Advisory first reported a position in Charles Schwab in Q4 2016 and has held it in 39 quarters since.
- Toth Financial Advisory's Charles Schwab position peaked at $1.58M in Q4 2025.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.