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WestHill Financial Advisors’s Charles Schwab SCHW Stock Holding History

WestHill 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
Q3 		$201K Sell
2,060
-190
-8% -$20K 0.03% 90
2026
Q2 		$208K Sell
2,250
-436
-16% -$39.8K 0.04% 78
2026
Q1 		$252K Sell
2,686
-383
-12% -$37.6K 0.05% 67
2025
Q4 		$307K Buy
+3,069
New +$291K 0.06% 61

Other funds holding SCHW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

WestHill Financial Advisors's SCHW Position: Q3 2026 in Review

WestHill Financial Advisors reduced its Charles Schwab (SCHW) stake by 8.4% in Q3 2026, selling an estimated $20K and leaving 2,060 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #90.

WestHill Financial Advisors first reported a position in SCHW in Q4 2025 and has held it in 4 quarters since. The position peaked at $307K in Q4 2025. 252 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • WestHill Financial Advisors held 2,060 shares of Charles Schwab worth $201K as of Q3 2026.
  • WestHill Financial Advisors sold 190 Charles Schwab shares in Q3 2026, an estimated $20K.
  • Charles Schwab made up 0.03% of WestHill Financial Advisors's portfolio in Q3 2026, its #90 holding.
  • WestHill Financial Advisors first reported a position in Charles Schwab in Q4 2025 and has held it in 4 quarters since.
  • WestHill Financial Advisors's Charles Schwab position peaked at $307K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.