American Institute for Advanced Investment Management’s Charles Schwab SCHW Stock Holding History

American Institute for Advanced Investment 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 Q2	$341K	Hold	3,693	–	–	0.2%	124
2026 Q1	$347K	Hold	3,693	–	–	0.22%	113
2025 Q4	$369K	Sell	3,693 -200	-5%	-$19K	0.24%	104
2025 Q3	$372K	Sell	3,893 -22	-0.6%	-$2.09K	0.24%	98
2025 Q2	$357K	Buy	3,915 +90	+2%	+$7.54K	0.25%	100
2025 Q1	$299K	Hold	3,825	–	–	0.23%	106
2024 Q4	$283K	Hold	3,825	–	–	0.21%	108
2024 Q3	$248K	Hold	3,825	–	–	0.18%	125
2024 Q2	$282K	Hold	3,825	–	–	0.22%	108
2024 Q1	$277K	Hold	3,825	–	–	0.22%	111
2023 Q4	$263K	Buy	+3,825	New	+$221K	0.23%	98

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

American Institute for Advanced Investment Management's SCHW Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 3,693 shares worth $341K. The position accounts for 0.2% of the portfolio, ranked #124.

American Institute for Advanced Investment Management first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $372K in Q3 2025. 1,456 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

American Institute for Advanced Investment Management held 3,693 shares of Charles Schwab worth $341K as of Q2 2026.
American Institute for Advanced Investment Management left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.2% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #124 holding.
American Institute for Advanced Investment Management first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
American Institute for Advanced Investment Management's Charles Schwab position peaked at $372K in Q3 2025.
1,456 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.