Wiser Advisor Group’s Charles Schwab SCHW Stock Holding History

Wiser Advisor Group’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	$53.2K	Buy	577 +27	+5%	+$2.46K	0.06%	88
2026 Q1	$51.7K	Buy	550 +2	+0.4%	+$196	0.06%	87
2025 Q4	$54.7K	Buy	548 +19	+4%	+$1.8K	0.06%	89
2025 Q3	$50.5K	Buy	+529	New	+$50.2K	0.06%	94
2025 Q2	–	Sell	-513	Closed	-$40.2K	–	216
2025 Q1	$40.2K	Buy	513 +1	+0.2%	+$78	0.06%	108
2024 Q4	$37.9K	Buy	512 +2	+0.4%	+$150	0.06%	111
2024 Q3	$33.1K	Buy	510 +1	+0.2%	+$66	0.05%	122
2024 Q2	$37.4K	Buy	509 +3	+0.6%	+$222	0.06%	110
2024 Q1	$36.6K	Buy	506 +2	+0.4%	+$132	0.06%	111
2023 Q4	$34.7K	Buy	+504	New	+$29.1K	0.06%	117

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wiser Advisor Group's SCHW Position: Q2 2026 in Review

Wiser Advisor Group increased its Charles Schwab (SCHW) stake by 4.9% in Q2 2026, buying an estimated $2.46K and bringing the position to 577 shares worth $53.2K. The position accounts for 0.06% of the portfolio, ranked #88.

Wiser Advisor Group first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $54.7K in Q4 2025. 2,310 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Wiser Advisor Group held 577 shares of Charles Schwab worth $53.2K as of Q2 2026.
Wiser Advisor Group bought 27 Charles Schwab shares in Q2 2026, an estimated $2.46K.
Charles Schwab made up 0.06% of Wiser Advisor Group's portfolio in Q2 2026, its #88 holding.
Wiser Advisor Group first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Charles Schwab position peaked at $54.7K in Q4 2025.
2,310 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.