UFA
SCHW

Unify Financial Advisors’s Charles Schwab SCHW Stock Holding History

Unify 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 		$520K Hold
5,636
– – 0.48% 54
2026
Q1 		$530K Buy
5,636
+125
+2% +$12.3K 0.55% 51
2025
Q4 		$551K Buy
+5,511
New +$523K 0.57% 47

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

Unify Financial Advisors held its Charles Schwab (SCHW) position steady in Q2 2026 at 5,636 shares worth $520K. The position accounts for 0.48% of the portfolio, ranked #54.

Unify Financial Advisors first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $551K in Q4 2025. 595 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Unify Financial Advisors held 5,636 shares of Charles Schwab worth $520K as of Q2 2026.
  • Unify Financial Advisors left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.48% of Unify Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Unify Financial Advisors first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Charles Schwab position peaked at $551K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.