Cache Advisors
SCHW icon

Cache Advisors’s Charles Schwab SCHW Stock Holding History

Cache Advisors’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 		$990K Buy
10,134
+7,459
+279% +$785K 0.06% 85
2026
Q2 		$247K Hold
2,675
– – 0.02% 128
2026
Q1 		$251K Buy
+2,675
New +$262K 0.03% 109

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Assenagon Asset Management
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Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Cache Advisors's SCHW Position: Q3 2026 in Review

Cache Advisors increased its Charles Schwab (SCHW) stake by 279% in Q3 2026, buying an estimated $785K and bringing the position to 10,134 shares worth $990K. The position accounts for 0.06% of the portfolio, ranked #85.

Cache Advisors first reported a position in SCHW in Q1 2026 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Cache Advisors held 10,134 shares of Charles Schwab worth $990K as of Q3 2026.
  • Cache Advisors bought 7,459 Charles Schwab shares in Q3 2026, an estimated $785K.
  • Charles Schwab made up 0.06% of Cache Advisors's portfolio in Q3 2026, its #85 holding.
  • Cache Advisors first reported a position in Charles Schwab in Q1 2026 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Cache Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.