1900 Wealth Management’s Charles Schwab SCHW Stock Holding History

1900 Wealth Management’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 Q3	$203K	Buy	+2,082	New	+$219K	0.01%	381

Other funds holding SCHW

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

1900 Wealth Management's SCHW Position: Q3 2026 in Review

1900 Wealth Management opened a new position in Charles Schwab (SCHW) in Q3 2026: 2,082 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #381 among its holdings.

269 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

1900 Wealth Management held 2,082 shares of Charles Schwab worth $203K as of Q3 2026.
Charles Schwab was a new 1900 Wealth Management position in Q3 2026.
Charles Schwab made up 0.01% of 1900 Wealth Management's portfolio in Q3 2026, its #381 holding.
269 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.