TLFA
SCHW

True Link Financial Advisors’s Charles Schwab SCHW Stock Holding History

True Link 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 		– Sell
-210
Closed -$19.7K – 333
2026
Q1 		$19.7K Buy
+210
New +$20.6K ﹤0.01% 284
2022
Q1 		– Sell
-78
Closed -$7K – 249
2021
Q4 		$7K Hold
78
– – ﹤0.01% 655
2021
Q3 		$6K Hold
78
– – ﹤0.01% 660
2021
Q2 		$6K Buy
+78
New +$5.52K ﹤0.01% 592

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

True Link Financial Advisors's SCHW Position: Q2 2026 in Review

True Link Financial Advisors sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 210 shares — an estimated $19.7K sold.

True Link Financial Advisors first reported a position in SCHW in Q2 2021 and held it in 4 quarters. The position peaked at $19.7K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • True Link Financial Advisors reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 210 Charles Schwab shares in Q2 2026, an estimated $19.7K.
  • True Link Financial Advisors first reported a position in Charles Schwab in Q2 2021 and held it in 4 quarters.
  • True Link Financial Advisors's Charles Schwab position peaked at $19.7K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.