Avanza Fonder’s Charles Schwab SCHW Stock Holding History

Avanza Fonder’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	$13.1M	Buy	142,386 +8,927	+7%	+$814K	0.29%	66
2026 Q1	$12.5M	Sell	133,459 -1,675	-1%	-$164K	0.35%	56
2025 Q4	$13.5M	Buy	135,134 +7,592	+6%	+$720K	0.34%	54
2025 Q3	$12.2M	Buy	127,542 +7,472	+6%	+$709K	0.32%	58
2025 Q2	$11M	Buy	120,070 +19,398	+19%	+$1.62M	0.32%	58
2025 Q1	$7.91M	Sell	100,672 -4,218	-4%	-$331K	0.26%	75
2024 Q4	$7.76M	Buy	+104,890	New	+$7.85M	0.23%	78

Other funds holding SCHW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Avanza Fonder's SCHW Position: Q2 2026 in Review

Avanza Fonder increased its Charles Schwab (SCHW) stake by 6.7% in Q2 2026, buying an estimated $814K and bringing the position to 142,386 shares worth $13.1M. The position accounts for 0.29% of the portfolio, ranked #66.

Avanza Fonder first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5M in Q4 2025. 914 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Avanza Fonder held 142,386 shares of Charles Schwab worth $13.1M as of Q2 2026.
Avanza Fonder bought 8,927 Charles Schwab shares in Q2 2026, an estimated $814K.
Charles Schwab made up 0.29% of Avanza Fonder's portfolio in Q2 2026, its #66 holding.
Avanza Fonder first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
Avanza Fonder's Charles Schwab position peaked at $13.5M in Q4 2025.
914 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.