Acima Private Wealth’s Charles Schwab SCHW Stock Holding History

Acima Private Wealth’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 Q2	–	Sell	-169	Closed	-$15.9K	–	178
2026 Q1	$15.9K	Hold	169	–	–	0.01%	156
2025 Q4	$16.9K	Hold	169	–	–	0.01%	155
2025 Q3	$16.1K	Buy	+169	New	+$16K	0.01%	160
2020 Q2	–	Sell	-73	Closed	-$2K	–	263
2020 Q1	$2K	Hold	73	–	–	﹤0.01%	250
2019 Q4	$3K	Hold	73	–	–	﹤0.01%	273
2019 Q3	$3K	Hold	73	–	–	﹤0.01%	249
2019 Q2	$3K	Hold	73	–	–	﹤0.01%	227
2019 Q1	$3K	Buy	+73	New	+$3.3K	﹤0.01%	227

Other funds holding SCHW

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return