BigSur Wealth Management’s Charles Schwab SCHW Stock Holding History

BigSur 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 Q3	$977K	Hold	10,000	–	–	0.23%	100
2026 Q2	$923K	Hold	10,000	–	–	0.22%	104
2026 Q1	$940K	Hold	10,000	–	–	0.26%	90
2025 Q4	$999K	Hold	10,000	–	–	0.24%	87
2025 Q3	$955K	Hold	10,000	–	–	0.23%	85
2025 Q2	$912K	Hold	10,000	–	–	0.23%	87
2025 Q1	$783K	Hold	10,000	–	–	0.21%	94
2024 Q4	$740K	Hold	10,000	–	–	0.21%	94
2024 Q3	$648K	Hold	10,000	–	–	0.18%	104
2024 Q2	$737K	Hold	10,000	–	–	0.23%	94
2024 Q1	$723K	Buy	+10,000	New	+$659K	0.23%	93

Other funds holding SCHW

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

BigSur Wealth Management's SCHW Position: Q3 2026 in Review

BigSur Wealth Management held its Charles Schwab (SCHW) position steady in Q3 2026 at 10,000 shares worth $977K. The position accounts for 0.23% of the portfolio, ranked #100.

BigSur Wealth Management first reported a position in SCHW in Q1 2024 and has held it in 11 quarters since. The position peaked at $999K in Q4 2025. 200 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

BigSur Wealth Management held 10,000 shares of Charles Schwab worth $977K as of Q3 2026.
BigSur Wealth Management left its Charles Schwab share count unchanged in Q3 2026.
Charles Schwab made up 0.23% of BigSur Wealth Management's portfolio in Q3 2026, its #100 holding.
BigSur Wealth Management first reported a position in Charles Schwab in Q1 2024 and has held it in 11 quarters since.
BigSur Wealth Management's Charles Schwab position peaked at $999K in Q4 2025.
200 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.