Bernardo Wealth Planning
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Bernardo Wealth Planning’s Charles Schwab SCHW Stock Holding History

Bernardo Wealth Planning’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 		$612K Buy
6,260
+3,279
+110% +$345K 0.05% 110
2026
Q2 		$275K Buy
2,981
+42
+1% +$3.83K 0.05% 115
2026
Q1 		$276K Buy
2,939
+7
+0.2% +$687 0.05% 100
2025
Q4 		$293K Buy
2,932
+19
+0.7% +$1.8K 0.06% 103
2025
Q3 		$278K Buy
2,913
+47
+2% +$4.46K 0.05% 100
2025
Q2 		$261K Buy
2,866
+98
+4% +$8.21K 0.06% 100
2025
Q1 		$217K Buy
2,768
+16
+0.6% +$1.26K 0.05% 107
2024
Q4 		$200K Sell
2,752
-46
-2% -$3.44K 0.05% 108
2024
Q3 		$201K Sell
2,798
-3
-0.1% -$197 0.05% 111
2024
Q2 		$206K Hold
2,801
– – 0.06% 98
2024
Q1 		$203K Buy
+2,801
New +$184K 0.06% 102

Other funds holding SCHW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bernardo Wealth Planning's SCHW Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Charles Schwab (SCHW) stake by 110% in Q3 2026, buying an estimated $345K and bringing the position to 6,260 shares worth $612K. The position accounts for 0.05% of the portfolio, ranked #110.

Bernardo Wealth Planning first reported a position in SCHW in Q1 2024 and has held it in 11 quarters since. 797 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Bernardo Wealth Planning held 6,260 shares of Charles Schwab worth $612K as of Q3 2026.
  • Bernardo Wealth Planning bought 3,279 Charles Schwab shares in Q3 2026, an estimated $345K.
  • Charles Schwab made up 0.05% of Bernardo Wealth Planning's portfolio in Q3 2026, its #110 holding.
  • Bernardo Wealth Planning first reported a position in Charles Schwab in Q1 2024 and has held it in 11 quarters since.
  • 797 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.