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Advisory Resource Group

SEC CIK
0001764968
Latest filing
Jul 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Advisory Resource Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
74,203
Value
$6.85M
% of portfolio
1.0%
Quarters held
2
Since Q1 2026
Holdings of SCHW by Advisory Resource Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674,203$6.85M1.0%+4,206+6.0%AddedHolders
Q1 202669,997$6.58M1.1%+69,997NewHolders