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
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 $309B AUM 23.92% 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 $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab's FINW Position: Q1 2026 in Review

Charles Schwab reduced its FinWise Bancorp (FINW) stake by 10% in Q1 2026, selling an estimated $47.2K and leaving 24,649 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Charles Schwab first reported a position in FINW in Q2 2025 and has held it in 4 quarters since. The position peaked at $532K in Q3 2025. 56 funds tracked by Wall St. Rank hold FINW as of Q1 2026.

  • Charles Schwab held 24,649 shares of FinWise Bancorp worth $391K as of Q1 2026.
  • Charles Schwab sold 2,769 FinWise Bancorp shares in Q1 2026, an estimated $47.2K.
  • FinWise Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3180 holding.
  • Charles Schwab first reported a position in FinWise Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Charles Schwab's FinWise Bancorp position peaked at $532K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.