Charles Schwab
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Charles Schwab’s FinWise Bancorp FINW Stock Holding History

Charles Schwab’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Buy
27,944
+3,295
+13% +$49K ﹤0.01% 3276
2026
Q1 		$391K Sell
24,649
-2,769
-10% -$47.2K ﹤0.01% 3180
2025
Q4 		$492K Hold
27,418
– – ﹤0.01% 3165
2025
Q3 		$532K Hold
27,418
– – ﹤0.01% 3156
2025
Q2 		$412K Buy
+27,418
New +$402K ﹤0.01% 3196

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab's FINW Position: Q2 2026 in Review

Charles Schwab increased its FinWise Bancorp (FINW) stake by 13% in Q2 2026, buying an estimated $49K and bringing the position to 27,944 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Charles Schwab first reported a position in FINW in Q2 2025 and has held it in 5 quarters since. The position peaked at $532K in Q3 2025. 69 funds tracked by Wall St. Rank hold FINW as of Q2 2026.

  • Charles Schwab held 27,944 shares of FinWise Bancorp worth $405K as of Q2 2026.
  • Charles Schwab bought 3,295 FinWise Bancorp shares in Q2 2026, an estimated $49K.
  • FinWise Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3276 holding.
  • Charles Schwab first reported a position in FinWise Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Charles Schwab's FinWise Bancorp position peaked at $532K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held FinWise Bancorp as of Q2 2026.

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