BAM
SCHW

Brave Asset Management’s Charles Schwab SCHW Stock Holding History

Brave Asset 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
2018
Q1 		– Sell
-2,980
Closed -$153K – 179
2017
Q4 		$153K Buy
+2,980
New +$140K 0.08% 142

Other funds holding SCHW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Brave Asset Management's SCHW Position: Q2 2026 in Review

Brave Asset Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 3,505 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #111.

Brave Asset Management first reported a position in SCHW in Q4 2020 and has held it in 20 quarters since. The position peaked at $350K in Q4 2025. 373 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Brave Asset Management held 3,505 shares of Charles Schwab worth $323K as of Q2 2026.
  • Brave Asset Management left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.07% of Brave Asset Management's portfolio in Q2 2026, its #111 holding.
  • Brave Asset Management first reported a position in Charles Schwab in Q4 2020 and has held it in 20 quarters since.
  • Brave Asset Management's Charles Schwab position peaked at $350K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.