Aviso Wealth Management’s Charles Schwab SCHW Stock Holding History

Aviso Wealth Management’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 Q1	$2.24M	Buy	23,792 +632	+3%	+$62K	1.01%	27
2025 Q4	$2.31M	Buy	23,160 +2,510	+12%	+$238K	0.97%	26
2025 Q3	$1.97M	Buy	20,650 +551	+3%	+$52.3K	0.86%	28
2025 Q2	$1.83M	Buy	20,099 +1,246	+7%	+$104K	0.86%	29
2025 Q1	$1.48M	Buy	18,853 +5,263	+39%	+$413K	0.78%	35
2024 Q4	$1.01M	Sell	13,590 -1,054	-7%	-$78.9K	0.51%	52
2024 Q3	$949K	Sell	14,644 -1,075	-7%	-$70.6K	0.51%	49
2024 Q2	$1.16M	Sell	15,719 -1,230	-7%	-$90.9K	0.69%	39
2024 Q1	$1.23M	Hold	16,949	–	–	0.77%	32
2023 Q4	$1.17M	Buy	+16,949	New	+$979K	0.85%	27

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aviso Wealth Management's SCHW Position: Q1 2026 in Review

Aviso Wealth Management increased its Charles Schwab (SCHW) stake by 2.7% in Q1 2026, buying an estimated $62K and bringing the position to 23,792 shares worth $2.24M. The position accounts for 1.01% of the portfolio, ranked #27.

Aviso Wealth Management first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q4 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Aviso Wealth Management held 23,792 shares of Charles Schwab worth $2.24M as of Q1 2026.
Aviso Wealth Management bought 632 Charles Schwab shares in Q1 2026, an estimated $62K.
Charles Schwab made up 1.01% of Aviso Wealth Management's portfolio in Q1 2026, its #27 holding.
Aviso Wealth Management first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Charles Schwab position peaked at $2.31M in Q4 2025.
2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.