CFO
SCHW

Cambient Family Office’s Charles Schwab SCHW Stock Holding History

Cambient Family Office’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 		$363K Sell
3,932
-1,020
-21% -$93K 0.04% 185
2026
Q1 		$465K Buy
4,952
+1,088
+28% +$107K 0.07% 149
2025
Q4 		$386K Buy
+3,864
New +$367K 0.06% 152

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cambient Family Office's SCHW Position: Q2 2026 in Review

Cambient Family Office reduced its Charles Schwab (SCHW) stake by 21% in Q2 2026, selling an estimated $93K and leaving 3,932 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #185.

Cambient Family Office first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q1 2026. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cambient Family Office held 3,932 shares of Charles Schwab worth $363K as of Q2 2026.
  • Cambient Family Office sold 1,020 Charles Schwab shares in Q2 2026, an estimated $93K.
  • Charles Schwab made up 0.04% of Cambient Family Office's portfolio in Q2 2026, its #185 holding.
  • Cambient Family Office first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Cambient Family Office's Charles Schwab position peaked at $465K in Q1 2026.
  • 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cambient Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.