American Money Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.19M | Sell |
12,893
-1
| -0% | -$91 | 0.17% | 72 |
|
|
2026
Q1 | $1.21M | Sell |
12,894
-10
| -0.1% | -$981 | 0.19% | 62 |
|
|
2025
Q4 | $1.29M | Buy |
12,904
+2,855
| +28% | +$271K | 0.2% | 62 |
|
|
2025
Q3 | $959K | Buy |
10,049
+35
| +0.3% | +$3.32K | 0.16% | 67 |
|
|
2025
Q2 | $914K | Sell |
10,014
-551
| -5% | -$46.1K | 0.16% | 66 |
|
|
2025
Q1 | $827K | Sell |
10,565
-386
| -4% | -$30.3K | 0.16% | 68 |
|
|
2024
Q4 | $810K | Sell |
10,951
-68,298
| -86% | -$5.11M | 0.16% | 71 |
|
|
2024
Q3 | $5.14M | Sell |
79,249
-2,545
| -3% | -$167K | 1.03% | 38 |
|
|
2024
Q2 | $6.03M | Sell |
81,794
-2,080
| -2% | -$154K | 1.29% | 26 |
|
|
2024
Q1 | $6.07M | Buy |
83,874
+3,140
| +4% | +$207K | 1.27% | 30 |
|
|
2023
Q4 | $5.55M | Buy |
80,734
+2,244
| +3% | +$130K | 1.25% | 29 |
|
|
2023
Q3 | $4.31M | Buy |
78,490
+42,298
| +117% | +$2.56M | 1.1% | 35 |
|
|
2023
Q2 | $2.05M | Buy |
36,192
+30,428
| +528% | +$1.59M | 0.51% | 54 |
|
|
2023
Q1 | $302K | Buy |
5,764
+435
| +8% | +$31.9K | 0.08% | 110 |
|
|
2022
Q4 | $444K | Hold |
5,329
| – | – | 0.13% | 97 |
|
|
2022
Q3 | $383K | Buy |
5,329
+105
| +2% | +$7.29K | 0.12% | 98 |
|
|
2022
Q2 | $330K | Sell |
5,224
-230
| -4% | -$15.9K | 0.1% | 103 |
|
|
2022
Q1 | $460K | Sell |
5,454
-1,079
| -17% | -$94.9K | 0.12% | 98 |
|
|
2021
Q4 | $549K | Buy |
6,533
+682
| +12% | +$55.2K | 0.14% | 95 |
|
|
2021
Q3 | $426K | Sell |
5,851
-248
| -4% | -$17.7K | 0.12% | 104 |
|
|
2021
Q2 | $444K | Sell |
6,099
-1,544
| -20% | -$109K | 0.15% | 68 |
|
|
2021
Q1 | $498K | Sell |
7,643
-29
| -0.4% | -$1.76K | 0.19% | 67 |
|
|
2020
Q4 | $407K | Sell |
7,672
-75,391
| -91% | -$3.41M | 0.16% | 64 |
|
|
2020
Q3 | $3.01M | Sell |
83,063
-5,704
| -6% | -$198K | 1.36% | 36 |
|
|
2020
Q2 | $3M | Buy |
88,767
+10,441
| +13% | +$374K | 1.4% | 35 |
|
|
2020
Q1 | $2.63M | Sell |
78,326
-2,901
| -4% | -$122K | 1.47% | 32 |
|
|
2019
Q4 | $3.86M | Sell |
81,227
-1,299
| -2% | -$57.3K | 1.8% | 19 |
|
|
2019
Q3 | $3.45M | Buy |
82,526
+2,164
| +3% | +$87.3K | 1.84% | 23 |
|
|
2019
Q2 | $3.23M | Buy |
80,362
+4,407
| +6% | +$192K | 1.73% | 25 |
|
|
2019
Q1 | $3.25M | Buy |
75,955
+10,508
| +16% | +$474K | 1.81% | 27 |
|
|
2018
Q4 | $2.72M | Buy |
65,447
+3,431
| +6% | +$155K | 1.71% | 28 |
|
|
2018
Q3 | $3.05M | Buy |
62,016
+11,853
| +24% | +$605K | 1.75% | 28 |
|
|
2018
Q2 | $2.56M | Buy |
+50,163
| New | +$2.78M | 1.55% | 32 |
|
Other funds holding SCHW
American Money Management's SCHW Position: Q2 2026 in Review
American Money Management reduced its Charles Schwab (SCHW) stake by 0.01% in Q2 2026, selling an estimated $91 and leaving 12,893 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #72.
American Money Management first reported a position in SCHW in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.07M in Q1 2024. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- American Money Management held 12,893 shares of Charles Schwab worth $1.19M as of Q2 2026.
- American Money Management sold 1 Charles Schwab share in Q2 2026, an estimated $91.
- Charles Schwab made up 0.17% of American Money Management's portfolio in Q2 2026, its #72 holding.
- American Money Management first reported a position in Charles Schwab in Q2 2018 and has held it in 33 quarters since.
- American Money Management's Charles Schwab position peaked at $6.07M in Q1 2024.
- 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.