CIM
SCHW

Cambria Investment Management’s Charles Schwab SCHW Stock Holding History

Cambria Investment 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
Q2 		$678K Buy
7,348
+1,187
+19% +$108K 0.03% 453
2026
Q1 		$579K Buy
+6,161
New +$604K 0.03% 406
2015
Q4 		– Sell
-679
Closed -$19K – 253
2015
Q3 		$19K Sell
679
-679
-50% -$21.8K 0.01% 230
2015
Q2 		$44K Buy
1,358
+1,115
+459% +$35.2K 0.01% 179
2015
Q1 		$7K Hold
243
– – ﹤0.01% 179
2014
Q4 		$7K Buy
+243
New +$6.9K ﹤0.01% 171

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

Cambria Investment Management's SCHW Position: Q2 2026 in Review

Cambria Investment Management increased its Charles Schwab (SCHW) stake by 19% in Q2 2026, buying an estimated $108K and bringing the position to 7,348 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #453.

Cambria Investment Management first reported a position in SCHW in Q4 2014 and has held it in 6 quarters since. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cambria Investment Management held 7,348 shares of Charles Schwab worth $678K as of Q2 2026.
  • Cambria Investment Management bought 1,187 Charles Schwab shares in Q2 2026, an estimated $108K.
  • Charles Schwab made up 0.03% of Cambria Investment Management's portfolio in Q2 2026, its #453 holding.
  • Cambria Investment Management first reported a position in Charles Schwab in Q4 2014 and has held it in 6 quarters since.
  • 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.