Rothwell Investment Advisors, LLC’s Charles Schwab SCHW Stock Holding History

Rothwell Investment Advisors, 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	$27.4K	Buy	+280	New	+$29.5K	0.01%	555

Other funds holding SCHW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SCHW Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Charles Schwab (SCHW) in Q3 2026: 280 shares worth $27.4K. The stake represents 0.01% of the portfolio and ranks #555 among its holdings.

1,350 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Rothwell Investment Advisors, LLC held 280 shares of Charles Schwab worth $27.4K as of Q3 2026.
Charles Schwab was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Charles Schwab made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #555 holding.
1,350 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.