WA
SCHW

Westfuller Advisors’s Charles Schwab SCHW Stock Holding History

Westfuller 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 		$55.8K Sell
605
-37
-6% -$3.37K 0.02% 295
2026
Q1 		$60.3K Sell
642
-79
-11% -$7.75K 0.03% 264
2025
Q4 		$72.1K Sell
721
-15
-2% -$1.42K 0.03% 267
2025
Q3 		$70.3K Buy
+736
New +$69.9K 0.03% 253

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Westfuller Advisors's SCHW Position: Q2 2026 in Review

Westfuller Advisors reduced its Charles Schwab (SCHW) stake by 5.8% in Q2 2026, selling an estimated $3.37K and leaving 605 shares worth $55.8K. The position accounts for 0.02% of the portfolio, ranked #295.

Westfuller Advisors first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $72.1K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Westfuller Advisors held 605 shares of Charles Schwab worth $55.8K as of Q2 2026.
  • Westfuller Advisors sold 37 Charles Schwab shares in Q2 2026, an estimated $3.37K.
  • Charles Schwab made up 0.02% of Westfuller Advisors's portfolio in Q2 2026, its #295 holding.
  • Westfuller Advisors first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Charles Schwab position peaked at $72.1K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.