Charles Schwab
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Charles Schwab’s Perma-Fix Environmental Services PESI Stock Holding History

Charles Schwab’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$647K Buy
45,249
+1,659
+4% +$18.5K ﹤0.01% 3156
2026
Q1 		$466K Sell
43,590
-5,017
-10% -$69K ﹤0.01% 3121
2025
Q4 		$612K Hold
48,607
– – ﹤0.01% 3096
2025
Q3 		$491K Sell
48,607
-783
-2% -$8.65K ﹤0.01% 3179
2025
Q2 		$520K Buy
49,390
+3,146
+7% +$28.9K ﹤0.01% 3124
2025
Q1 		$336K Buy
46,244
+6,009
+15% +$54K ﹤0.01% 3179
2024
Q4 		$445K Hold
40,235
– – ﹤0.01% 3175
2024
Q3 		$494K Buy
40,235
+5,235
+15% +$56K ﹤0.01% 3166
2024
Q2 		$355K Buy
+35,000
New +$388K ﹤0.01% 3322
2023
Q1 		– Sell
-10,441
Closed -$36.9K – 3579
2022
Q4 		$36.9K Hold
10,441
– – ﹤0.01% 3419
2022
Q3 		$47K Hold
10,441
– – ﹤0.01% 3342
2022
Q2 		$55K Hold
10,441
– – ﹤0.01% 3384
2022
Q1 		$58K Buy
+10,441
New +$61.1K ﹤0.01% 3509

Other funds holding PESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab's PESI Position: Q2 2026 in Review

Charles Schwab increased its Perma-Fix Environmental Services (PESI) stake by 3.8% in Q2 2026, buying an estimated $18.5K and bringing the position to 45,249 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

Charles Schwab first reported a position in PESI in Q1 2022 and has held it in 13 quarters since. 89 funds tracked by Wall St. Rank hold PESI as of Q2 2026.

  • Charles Schwab held 45,249 shares of Perma-Fix Environmental Services worth $647K as of Q2 2026.
  • Charles Schwab bought 1,659 Perma-Fix Environmental Services shares in Q2 2026, an estimated $18.5K.
  • Perma-Fix Environmental Services made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3156 holding.
  • Charles Schwab first reported a position in Perma-Fix Environmental Services in Q1 2022 and has held it in 13 quarters since.
  • 89 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2026.

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