AA
SCHW

Armis Advisers’s Charles Schwab SCHW Stock Holding History

Armis Advisers’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 		$260K Sell
2,583
-1,063
-29% -$96.9K 0.02% 399
2026
Q1 		$332K Sell
3,646
-429
-11% -$42.1K 0.03% 334
2025
Q4 		$386K Buy
4,075
+455
+13% +$43.2K 0.04% 276
2025
Q3 		$337K Buy
3,620
+341
+10% +$32.4K 0.03% 238
2025
Q2 		$302K Buy
+3,279
New +$275K 0.02% 357

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Armis Advisers's SCHW Position: Q2 2026 in Review

Armis Advisers reduced its Charles Schwab (SCHW) stake by 29% in Q2 2026, selling an estimated $96.9K and leaving 2,583 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #399.

Armis Advisers first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $386K in Q4 2025. 504 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Armis Advisers held 2,583 shares of Charles Schwab worth $260K as of Q2 2026.
  • Armis Advisers sold 1,063 Charles Schwab shares in Q2 2026, an estimated $96.9K.
  • Charles Schwab made up 0.02% of Armis Advisers's portfolio in Q2 2026, its #399 holding.
  • Armis Advisers first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Armis Advisers's Charles Schwab position peaked at $386K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.