AIC
SCHW

Argus Investors Counsel’s Charles Schwab SCHW Stock Holding History

Argus Investors Counsel’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 		– Sell
-24,598
Closed -$2.27M – 113
2026
Q2 		$2.27M Sell
24,598
-3,309
-12% -$302K 1.75% 17
2026
Q1 		$2.62M Sell
27,907
-829
-3% -$81.3K 2.33% 12
2025
Q4 		$2.87M Sell
28,736
-3
-0% -$285 2.29% 16
2025
Q3 		$2.74M Sell
28,739
-80
-0.3% -$7.59K 2.18% 17
2025
Q2 		$2.63M Sell
28,819
-530
-2% -$44.4K 1.87% 17
2025
Q1 		$2.3M Buy
29,349
+74
+0.3% +$5.81K 1.75% 17
2024
Q4 		$2.17M Sell
29,275
-508
-2% -$38K 1.45% 22
2024
Q3 		$1.93M Sell
29,783
-529
-2% -$34.8K 1.26% 28
2024
Q2 		$2.23M Buy
30,312
+3,377
+13% +$249K 1.37% 20
2024
Q1 		$1.95M Buy
26,935
+204
+0.8% +$13.4K 1.2% 26
2023
Q4 		$1.84M Buy
26,731
+1,035
+4% +$59.8K 1.18% 27
2023
Q3 		$1.41M Buy
25,696
+1,108
+5% +$67K 1.02% 44
2023
Q2 		$1.39M Buy
+24,588
New +$1.29M 0.97% 47
2019
Q3 		– Sell
-10,400
Closed -$418K – 73
2019
Q2 		$418K Buy
10,400
+102
+1% +$4.45K 0.2% 64
2019
Q1 		$440K Buy
10,298
+414
+4% +$18.7K 0.21% 61
2018
Q4 		$410K Buy
9,884
+1,383
+16% +$62.6K 0.21% 53
2018
Q3 		$418K Buy
8,501
+1,310
+18% +$66.9K 0.18% 53
2018
Q2 		$367K Buy
+7,191
New +$398K 0.17% 53

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

Argus Investors Counsel's SCHW Position: Q3 2026 in Review

Argus Investors Counsel sold out of Charles Schwab (SCHW) in Q3 2026, closing a stake of 24,598 shares — an estimated $2.27M sold.

Argus Investors Counsel first reported a position in SCHW in Q2 2018 and held it in 18 quarters. The position peaked at $2.87M in Q4 2025. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Argus Investors Counsel reported no remaining Charles Schwab position as of Q3 2026 after selling out during the quarter.
  • Argus Investors Counsel sold 24,598 Charles Schwab shares in Q3 2026, an estimated $2.27M.
  • Argus Investors Counsel first reported a position in Charles Schwab in Q2 2018 and held it in 18 quarters.
  • Argus Investors Counsel's Charles Schwab position peaked at $2.87M in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Argus Investors Counsel's 13F filing for Q3 2026, filed 9 Oct 2026.