West Financial Advisors’s Charles Schwab SCHW Stock Holding History

West 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	$830K	Hold	9,000	–	–	0.13%	37
2026 Q1	$846K	Sell	9,000 -3,600	-29%	-$353K	0.14%	36
2025 Q4	$1.26M	Hold	12,600	–	–	0.21%	33
2025 Q3	$1.2M	Hold	12,600	–	–	0.2%	33
2025 Q2	$1.15M	Hold	12,600	–	–	0.2%	34
2025 Q1	$986K	Hold	12,600	–	–	0.19%	34
2024 Q4	$933K	Hold	12,600	–	–	0.18%	34
2024 Q3	$817K	Hold	12,600	–	–	0.16%	35
2024 Q2	$928K	Hold	12,600	–	–	0.19%	34
2024 Q1	$911K	Hold	12,600	–	–	0.2%	35
2023 Q4	$867K	Hold	12,600	–	–	0.2%	34
2023 Q3	$692K	Hold	12,600	–	–	0.17%	35
2023 Q2	$714K	Hold	12,600	–	–	0.18%	32
2023 Q1	$660K	Hold	12,600	–	–	0.17%	32
2022 Q4	$1.05M	Hold	12,600	–	–	0.29%	31
2022 Q3	$906K	Hold	12,600	–	–	0.27%	31
2022 Q2	$796K	Hold	12,600	–	–	0.23%	29
2022 Q1	$1.06M	Hold	12,600	–	–	0.28%	29
2021 Q4	$1.06M	Hold	12,600	–	–	0.28%	28
2021 Q3	$918K	Buy	+12,600	New	+$900K	0.27%	27

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

West Financial Advisors held its Charles Schwab (SCHW) position steady in Q2 2026 at 9,000 shares worth $830K. The position accounts for 0.13% of the portfolio, ranked #37.

West Financial Advisors first reported a position in SCHW in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q4 2025. 650 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

West Financial Advisors held 9,000 shares of Charles Schwab worth $830K as of Q2 2026.
West Financial Advisors left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.13% of West Financial Advisors's portfolio in Q2 2026, its #37 holding.
West Financial Advisors first reported a position in Charles Schwab in Q3 2021 and has held it in 20 quarters since.
West Financial Advisors's Charles Schwab position peaked at $1.26M in Q4 2025.
650 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.