AWE
SCHW icon

Avidian Wealth Enterprises’s Charles Schwab SCHW Stock Holding History

Avidian Wealth Enterprises’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 		$1.88M Buy
19,202
+1,244
+7% +$131K 0.05% 226
2026
Q2 		$1.66M Buy
17,958
+1,150
+7% +$105K 0.05% 244
2026
Q1 		$1.58M Buy
16,808
+10,821
+181% +$1.06M 0.05% 229
2025
Q4 		$598K Buy
5,987
+3
+0.1% +$285 0.02% 338
2025
Q3 		$571K Buy
5,984
+570
+11% +$54.1K 0.02% 339
2025
Q2 		$494K Sell
5,414
-25
-0.5% -$2.09K 0.02% 338
2025
Q1 		$426K Buy
5,439
+154
+3% +$12.1K 0.02% 340
2024
Q4 		$391K Buy
5,285
+299
+6% +$22.4K 0.02% 346
2024
Q3 		$323K Buy
4,986
+82
+2% +$5.39K 0.01% 384
2024
Q2 		$361K Buy
+4,904
New +$362K 0.02% 357
2023
Q2 		– Sell
-11,726
Closed -$614K – 477
2023
Q1 		$614K Buy
+11,726
New +$859K 0.03% 264

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Avidian Wealth Enterprises's SCHW Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Charles Schwab (SCHW) stake by 6.9% in Q3 2026, buying an estimated $131K and bringing the position to 19,202 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #226.

Avidian Wealth Enterprises first reported a position in SCHW in Q1 2023 and has held it in 11 quarters since. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Avidian Wealth Enterprises held 19,202 shares of Charles Schwab worth $1.88M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,244 Charles Schwab shares in Q3 2026, an estimated $131K.
  • Charles Schwab made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #226 holding.
  • Avidian Wealth Enterprises first reported a position in Charles Schwab in Q1 2023 and has held it in 11 quarters since.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.