STACKSTONE WEALTH, LLC’s Charles Schwab SCHW Stock Holding History

STACKSTONE WEALTH, 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
2026 Q3	$3.09M	Buy	+31,659	New	+$3.33M	0.31%	84

Other funds holding SCHW

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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

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

COA

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SCHW Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Charles Schwab (SCHW) in Q3 2026: 31,659 shares worth $3.09M. The stake represents 0.31% of the portfolio and ranks #84 among its holdings.

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

STACKSTONE WEALTH, LLC held 31,659 shares of Charles Schwab worth $3.09M as of Q3 2026.
Charles Schwab was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Charles Schwab made up 0.31% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #84 holding.
429 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.