YAL
SCHW

Your Advocates Ltd’s Charles Schwab SCHW Stock Holding History

Your Advocates Ltd’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
Q3 		– Sell
-434
Closed – – 226
2025
Q2 		$0 Hold
434
– – ﹤0.01% 210
2025
Q1 		$31.4K Hold
434
– – 0.01% 73
2024
Q4 		$31.4K Hold
434
– – 0.01% 65
2024
Q3 		$31.4K Hold
434
– – 0.01% 72
2024
Q2 		$31.4K Sell
434
-9
-2% -$665 0.01% 76
2024
Q1 		$32.1K Sell
443
-12
-3% -$790 0.01% 72
2023
Q4 		$31.3K Buy
455
+2
+0.4% +$116 0.01% 68
2023
Q3 		$24.9K Sell
453
-24
-5% -$1.45K 0.01% 71
2023
Q2 		$27K Buy
477
+7
+1% +$367 0.01% 80
2023
Q1 		$24.6K Buy
+470
New +$34.4K 0.01% 65

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Your Advocates Ltd's SCHW Position: Q3 2025 in Review

Your Advocates Ltd sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 434 shares.

Your Advocates Ltd first reported a position in SCHW in Q1 2023 and held it in 10 quarters. The position peaked at $32.1K in Q1 2024. 2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Your Advocates Ltd reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Your Advocates Ltd sold 434 Charles Schwab shares in Q3 2025.
  • Your Advocates Ltd first reported a position in Charles Schwab in Q1 2023 and held it in 10 quarters.
  • Your Advocates Ltd's Charles Schwab position peaked at $32.1K in Q1 2024.
  • 2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Your Advocates Ltd's 13F filing for Q3 2025, filed 3 Nov 2025.