WAS
SCHW

Westco Advisory Services’s Charles Schwab SCHW Stock Holding History

Westco Advisory Services’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
-2,296
Closed -$216K – 104
2026
Q1 		$216K Sell
2,296
-114
-5% -$11.2K 0.14% 97
2025
Q4 		$241K Buy
+2,410
New +$229K 0.15% 82

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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

Westco Advisory Services's SCHW Position: Q2 2026 in Review

Westco Advisory Services sold out of Charles Schwab (SCHW) in Q2 2026, closing a stake of 2,296 shares — an estimated $216K sold.

Westco Advisory Services first reported a position in SCHW in Q4 2025 and held it in 2 quarters. The position peaked at $241K in Q4 2025. 2,295 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Westco Advisory Services reported no remaining Charles Schwab position as of Q2 2026 after selling out during the quarter.
  • Westco Advisory Services sold 2,296 Charles Schwab shares in Q2 2026, an estimated $216K.
  • Westco Advisory Services first reported a position in Charles Schwab in Q4 2025 and held it in 2 quarters.
  • Westco Advisory Services's Charles Schwab position peaked at $241K in Q4 2025.
  • 2,295 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.