CA
SCHW

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
Q2 		$247K Hold
2,675
– – 0.02% 128
2026
Q1 		$251K Buy
+2,675
New +$262K 0.03% 109

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Cache Advisors's SCHW Position: Q2 2026 in Review

Cache Advisors held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,675 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #128.

Cache Advisors first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $251K in Q1 2026. 550 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cache Advisors held 2,675 shares of Charles Schwab worth $247K as of Q2 2026.
  • Cache Advisors left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.02% of Cache Advisors's portfolio in Q2 2026, its #128 holding.
  • Cache Advisors first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Cache Advisors's Charles Schwab position peaked at $251K in Q1 2026.
  • 550 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.