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 Q2	$2.15M	Sell	23,252 -540	-2%	-$49.2K	0.73%	30
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aviso Wealth Management's SCHW Position: Q2 2026 in Review

Aviso Wealth Management reduced its Charles Schwab (SCHW) stake by 2.3% in Q2 2026, selling an estimated $49.2K and leaving 23,252 shares worth $2.15M. The position accounts for 0.73% of the portfolio, ranked #30.

Aviso Wealth Management first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q4 2025. 2,314 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Aviso Wealth Management held 23,252 shares of Charles Schwab worth $2.15M as of Q2 2026.
Aviso Wealth Management sold 540 Charles Schwab shares in Q2 2026, an estimated $49.2K.
Charles Schwab made up 0.73% of Aviso Wealth Management's portfolio in Q2 2026, its #30 holding.
Aviso Wealth Management first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's Charles Schwab position peaked at $2.31M in Q4 2025.
2,314 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.