Turtle Creek Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
Turtle Creek Wealth Advisors's SCHW Position: Q2 2026 in Review
Turtle Creek Wealth Advisors reduced its Charles Schwab (SCHW) stake by 10% in Q2 2026, selling an estimated $80.5K and leaving 7,760 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #211.
Turtle Creek Wealth Advisors first reported a position in SCHW in Q4 2023 and has held it in 6 quarters since. The position peaked at $812K in Q1 2026. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Turtle Creek Wealth Advisors held 7,760 shares of Charles Schwab worth $716K as of Q2 2026.
- Turtle Creek Wealth Advisors sold 883 Charles Schwab shares in Q2 2026, an estimated $80.5K.
- Charles Schwab made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #211 holding.
- Turtle Creek Wealth Advisors first reported a position in Charles Schwab in Q4 2023 and has held it in 6 quarters since.
- Turtle Creek Wealth Advisors's Charles Schwab position peaked at $812K in Q1 2026.
- 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.