AC
SCHW

Apella Capital’s Charles Schwab SCHW Stock Holding History

Apella Capital’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 		$499K Buy
5,223
+2,367
+83% +$249K 0.01% 506
2026
Q2 		$291K Sell
2,856
-8
-0.3% -$730 ﹤0.01% 586
2026
Q1 		$264K Buy
+2,864
New +$281K ﹤0.01% 588
2025
Q4 		– Sell
-2,200
Closed -$205K – 538
2025
Q3 		$205K Buy
+2,200
New +$209K ﹤0.01% 453

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Apella Capital's SCHW Position: Q3 2026 in Review

Apella Capital increased its Charles Schwab (SCHW) stake by 83% in Q3 2026, buying an estimated $249K and bringing the position to 5,223 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #506.

Apella Capital first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Apella Capital held 5,223 shares of Charles Schwab worth $499K as of Q3 2026.
  • Apella Capital bought 2,367 Charles Schwab shares in Q3 2026, an estimated $249K.
  • Charles Schwab made up 0.01% of Apella Capital's portfolio in Q3 2026, its #506 holding.
  • Apella Capital first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.