AI
SCHW

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
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 +$9.96K 0.01% 201

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 $3.38T AUM 44.17% 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

Atomic Invest's SCHW Position: Q2 2026 in Review

Atomic Invest reduced its Charles Schwab (SCHW) stake by 77% in Q2 2026, selling an estimated $6.84K and leaving 23 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Atomic Invest first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.5K in Q4 2025. 2,318 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Atomic Invest held 23 shares of Charles Schwab worth $2.04K as of Q2 2026.
  • Atomic Invest sold 75 Charles Schwab shares in Q2 2026, an estimated $6.84K.
  • Charles Schwab made up ﹤0.01% of Atomic Invest's portfolio in Q2 2026, its #361 holding.
  • Atomic Invest first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Atomic Invest's Charles Schwab position peaked at $10.5K in Q4 2025.
  • 2,318 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.