AFPL
SCHW

Advus Financial Partners, LLC’s Charles Schwab SCHW Stock Holding History

Advus Financial Partners, LLC’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
2025
Q4 		– Sell
-2,381
Closed -$227K – 270
2025
Q3 		$227K Sell
2,381
-270
-10% -$25.6K 0.05% 240
2025
Q2 		$242K Buy
+2,651
New +$222K 0.06% 221

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Advus Financial Partners, LLC's SCHW Position: Q4 2025 in Review

Advus Financial Partners, LLC sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 2,381 shares — an estimated $227K sold.

Advus Financial Partners, LLC first reported a position in SCHW in Q2 2025 and held it in 2 quarters. The position peaked at $242K in Q2 2025. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Advus Financial Partners, LLC reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 2,381 Charles Schwab shares in Q4 2025, an estimated $227K.
  • Advus Financial Partners, LLC first reported a position in Charles Schwab in Q2 2025 and held it in 2 quarters.
  • Advus Financial Partners, LLC's Charles Schwab position peaked at $242K in Q2 2025.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2025, filed 25 Aug 2026.