Charles Schwab
FVR

Charles Schwab’s FrontView REIT FVR Stock Holding History

Charles Schwab’s Portfolio FVR Stock Details FVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
69,487
+6,878
+11% +$124K ﹤0.01% 2901
2026
Q1 		$969K Sell
62,609
-5,249
-8% -$84.6K ﹤0.01% 2916
2025
Q4 		$1M Buy
67,858
+12,451
+22% +$179K ﹤0.01% 2927
2025
Q3 		$760K Buy
55,407
+4,239
+8% +$54.3K ﹤0.01% 3042
2025
Q2 		$614K Buy
51,168
+9,589
+23% +$113K ﹤0.01% 3063
2025
Q1 		$532K Buy
41,579
+8
+0% +$131 ﹤0.01% 3061
2024
Q4 		$754K Buy
+41,571
New +$786K ﹤0.01% 3006

Other funds holding FVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab's FVR Position: Q2 2026 in Review

Charles Schwab increased its FrontView REIT (FVR) stake by 11% in Q2 2026, buying an estimated $124K and bringing the position to 69,487 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2901.

Charles Schwab first reported a position in FVR in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • Charles Schwab held 69,487 shares of FrontView REIT worth $1.41M as of Q2 2026.
  • Charles Schwab bought 6,878 FrontView REIT shares in Q2 2026, an estimated $124K.
  • FrontView REIT made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2901 holding.
  • Charles Schwab first reported a position in FrontView REIT in Q4 2024 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

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