RWML
SCHW

RAFFA WEALTH MANAGEMENT, LLC’s Charles Schwab SCHW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$35.3K Buy
383
+35
+10% +$3.19K ﹤0.01% 204
2026
Q1 		$32.7K Buy
348
+7
+2% +$687 0.01% 200
2025
Q4 		$34.1K Buy
341
+28
+9% +$2.66K 0.01% 195
2025
Q3 		$29.9K Buy
313
+32
+11% +$3.04K 0.01% 208
2025
Q2 		$25.6K Sell
281
-56
-17% -$4.69K 0.01% 236
2025
Q1 		$26.4K Hold
337
– – 0.01% 191
2024
Q4 		$24.9K Buy
337
+47
+16% +$3.52K 0.01% 205
2024
Q3 		$18.8K Sell
290
-2,884
-91% -$189K ﹤0.01% 231
2024
Q2 		$234K Hold
3,174
– – 0.07% 79
2024
Q1 		$230K Buy
+3,174
New +$209K 0.07% 77
2023
Q3 		$17.6K Buy
+321
New +$19.4K 0.01% 208
2022
Q4 		$23.6K Buy
284
+17
+6% +$1.32K 0.01% 190
2022
Q3 		$19.2K Buy
+267
New +$18.5K 0.01% 206
2021
Q4 		$22.5K Hold
267
– – 0.01% 208
2021
Q3 		$19.4K Buy
267
+42
+19% +$3K 0.01% 194
2021
Q2 		$16.4K Buy
+225
New +$15.9K 0.01% 216
2020
Q4 		$10.5K Buy
+198
New +$8.96K ﹤0.01% 244
2020
Q2 		$4.83K Buy
143
+5
+4% +$179 ﹤0.01% 322
2020
Q1 		$4.64K Buy
+138
New +$5.79K ﹤0.01% 291
2019
Q3 		$14.5K Buy
+347
New +$14K 0.01% 207
2018
Q1 		$5.07K Buy
+97
New +$5.2K ﹤0.01% 244
2016
Q3 		$821 Buy
+26
New +$762 ﹤0.01% 486
2016
Q1 		$729 Hold
26
– – ﹤0.01% 513
2015
Q4 		$856 Buy
+26
New +$823 ﹤0.01% 442
2015
Q2 		$849 Hold
26
– – ﹤0.01% 437
2015
Q1 		$791 Hold
26
– – ﹤0.01% 471
2014
Q4 		$785 Hold
26
– – ﹤0.01% 435
2014
Q3 		$764 Buy
+26
New +$736 ﹤0.01% 414
2014
Q1 		– Sell
-26
Closed -$785 – 643
2013
Q4 		$785 Buy
+26
New +$620 ﹤0.01% 435

Other funds holding SCHW

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SCHW Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Charles Schwab (SCHW) stake by 10% in Q2 2026, buying an estimated $3.19K and bringing the position to 383 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHW in Q4 2013 and has held it in 29 quarters since. The position peaked at $234K in Q2 2024. 764 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 383 shares of Charles Schwab worth $35.3K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 35 Charles Schwab shares in Q2 2026, an estimated $3.19K.
  • Charles Schwab made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #204 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Charles Schwab in Q4 2013 and has held it in 29 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Charles Schwab position peaked at $234K in Q2 2024.
  • 764 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.