Charles Schwab’s Climb Global Solutions CLMB Stock Holding History

Charles Schwab’s Portfolio CLMB Stock Details CLMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Buy	51,231 +4,373	+9%	+$93.8K	﹤0.01%	2956
2026 Q1	$929K	Buy	46,858 +2,206	+5%	+$57.2K	﹤0.01%	2922
2025 Q4	$1.15M	Sell	44,652 -760	-2%	-$22.1K	﹤0.01%	2881
2025 Q3	$1.53M	Hold	45,412	–	–	﹤0.01%	2817
2025 Q2	$1.21M	Sell	45,412 -1,960	-4%	-$51.7K	﹤0.01%	2836
2025 Q1	$1.31M	Buy	47,372 +24	+0.1%	+$741	﹤0.01%	2748
2024 Q4	$1.5M	Buy	47,348 +1,004	+2%	+$29.8K	﹤0.01%	2769
2024 Q3	$1.15M	Sell	46,344 -208	-0.4%	-$4.16K	﹤0.01%	2877
2024 Q2	$731K	Buy	46,552 +2,116	+5%	+$32.1K	﹤0.01%	3040
2024 Q1	$787K	Hold	44,436	–	–	﹤0.01%	2865
2023 Q4	$609K	Hold	44,436	–	–	﹤0.01%	2999
2023 Q3	$478K	Hold	44,436	–	–	﹤0.01%	3051
2023 Q2	$532K	Buy	+44,436	New	+$541K	﹤0.01%	3027

Other funds holding CLMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's CLMB Position: Q2 2026 in Review

Charles Schwab increased its Climb Global Solutions (CLMB) stake by 9.3% in Q2 2026, buying an estimated $93.8K and bringing the position to 51,231 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

Charles Schwab first reported a position in CLMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.53M in Q3 2025. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

Charles Schwab held 51,231 shares of Climb Global Solutions worth $1.19M as of Q2 2026.
Charles Schwab bought 4,373 Climb Global Solutions shares in Q2 2026, an estimated $93.8K.
Climb Global Solutions made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2956 holding.
Charles Schwab first reported a position in Climb Global Solutions in Q2 2023 and has held it in 13 quarters since.
Charles Schwab's Climb Global Solutions position peaked at $1.53M in Q3 2025.
133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.