Hfr Wealth Management, LLC / SCHW
Hfr Wealth Management, LLC’s Schwab Charles Corp Position
Does Hfr Wealth Management, LLC own Schwab Charles Corp (SCHW)? Yes — 170.3K shares worth $16M (+3.93% of its 13F portfolio) as of Q1 2026, down from 174.1K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
170.3K
% of Portfolio
+3.93%
Quarters Held
20
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 170.3K | $16M | +3.93% |
| Q4 2025 | 174.1K | $17M | +4.11% |
| Q3 2025 | 174.7K | $17M | +3.82% |
| Q2 2025 | 175.1K | $16M | +3.86% |
| Q1 2025 | 174.3K | $14M | +3.32% |
| Q4 2024 | 174.7K | $13M | +3.19% |
| Q3 2024 | 176.9K | $11M | +2.79% |
| Q2 2024 | 174.8K | $13M | +3.28% |
| Q1 2024 | 174.4K | $13M | +3.19% |
| Q4 2023 | 175.0K | $12,039 | +3.26% |
| Q3 2023 | 173.0K | $9,498 | +2.78% |
| Q2 2023 | 177.7K | $10,074 | +2.80% |
| Q1 2023 | 177.8K | $9,316 | +2.64% |
| Q4 2022 | 143.2K | $11,924 | +3.46% |
| Q3 2022 | 144.5K | $10M | +3.39% |
| Q2 2022 | 146.6K | $9M | +2.80% |
| Q1 2022 | 120.2K | $10M | +2.68% |
| Q4 2021 | 151.1K | $13M | +3.19% |
| Q3 2021 | 147.1K | $11M | +3.12% |
| Q2 2021 | 146.5K | $11M | +3.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hfr Wealth Management, LLC’s full portfolio or all institutional holders of SCHW.