ACA
SCHW

Atlas Capital Advisors’s Charles Schwab SCHW Stock Holding History

Atlas Capital Advisors’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 		$777K Buy
8,423
+7,306
+654% +$666K 0.09% 202
2026
Q1 		$105K Buy
+1,117
New +$110K 0.01% 526
2022
Q3 		– Sell
-200
Closed -$12.6K – 990
2022
Q2 		$12.6K Sell
200
-2,931
-94% -$202K ﹤0.01% 733
2022
Q1 		$264K Buy
3,131
+153
+5% +$13.5K 0.04% 306
2021
Q4 		$250K Sell
2,978
-99
-3% -$8.01K 0.04% 327
2021
Q3 		$224K Buy
3,077
+2,421
+369% +$173K 0.04% 328
2021
Q2 		$47.8K Buy
656
+334
+104% +$23.6K 0.01% 535
2021
Q1 		$21K Sell
322
-4,640
-94% -$281K ﹤0.01% 597
2020
Q4 		$263K Buy
+4,962
New +$225K 0.06% 264
2020
Q2 		– Sell
-122
Closed -$4.1K – 730
2020
Q1 		$4.1K Buy
+122
New +$5.12K ﹤0.01% 627
2019
Q1 		– Sell
-3,420
Closed -$142K – 593
2018
Q4 		$142K Sell
3,420
-8,720
-72% -$394K 0.06% 299
2018
Q3 		$617K Sell
12,140
-1,703
-12% -$87K 0.21% 135
2018
Q2 		$732K Buy
+13,843
New +$767K 0.26% 112

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Atlas Capital Advisors's SCHW Position: Q2 2026 in Review

Atlas Capital Advisors increased its Charles Schwab (SCHW) stake by 654% in Q2 2026, buying an estimated $666K and bringing the position to 8,423 shares worth $777K. The position accounts for 0.09% of the portfolio, ranked #202.

Atlas Capital Advisors first reported a position in SCHW in Q2 2018 and has held it in 13 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Atlas Capital Advisors held 8,423 shares of Charles Schwab worth $777K as of Q2 2026.
  • Atlas Capital Advisors bought 7,306 Charles Schwab shares in Q2 2026, an estimated $666K.
  • Charles Schwab made up 0.09% of Atlas Capital Advisors's portfolio in Q2 2026, its #202 holding.
  • Atlas Capital Advisors first reported a position in Charles Schwab in Q2 2018 and has held it in 13 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.