Atomic Invest
SCHW icon

Atomic Invest’s Charles Schwab SCHW Stock Holding History

Atomic Invest’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 		$3.09K Buy
32
+9
+39% +$948 ﹤0.01% 373
2026
Q2 		$2.04K Sell
23
-75
-77% -$6.84K ﹤0.01% 361
2026
Q1 		$9.14K Sell
98
-7
-7% -$687 ﹤0.01% 264
2025
Q4 		$10.5K Buy
+105
New +$10K 0.01% 201

Other funds holding SCHW

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Atomic Invest's SCHW Position: Q3 2026 in Review

Atomic Invest increased its Charles Schwab (SCHW) stake by 39% in Q3 2026, buying an estimated $948 and bringing the position to 32 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Atomic Invest first reported a position in SCHW in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.5K in Q4 2025. 1,979 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Atomic Invest held 32 shares of Charles Schwab worth $3.09K as of Q3 2026.
  • Atomic Invest bought 9 Charles Schwab shares in Q3 2026, an estimated $948.
  • Charles Schwab made up ﹤0.01% of Atomic Invest's portfolio in Q3 2026, its #373 holding.
  • Atomic Invest first reported a position in Charles Schwab in Q4 2025 and has held it in 4 quarters since.
  • Atomic Invest's Charles Schwab position peaked at $10.5K in Q4 2025.
  • 1,979 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.