Charles Schwab
RSSS icon

Charles Schwab’s Research Solutions RSSS Stock Holding History

Charles Schwab’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.9K Hold
18,069
– – ﹤0.01% 3428
2026
Q1 		$40.8K Hold
18,069
– – ﹤0.01% 3427
2025
Q4 		$53.1K Hold
18,069
– – ﹤0.01% 3422
2025
Q3 		$67.4K Hold
18,069
– – ﹤0.01% 3411
2025
Q2 		$51.9K Hold
18,069
– – ﹤0.01% 3451
2025
Q1 		$47K Hold
18,069
– – ﹤0.01% 3410
2024
Q4 		$75K Hold
18,069
– – ﹤0.01% 3417
2024
Q3 		$49.3K Hold
18,069
– – ﹤0.01% 3414
2024
Q2 		$46.1K Hold
18,069
– – ﹤0.01% 3517
2024
Q1 		$57.1K Hold
18,069
– – ﹤0.01% 3355
2023
Q4 		$47K Hold
18,069
– – ﹤0.01% 3409
2023
Q3 		$44.6K Hold
18,069
– – ﹤0.01% 3417
2023
Q2 		$36.9K Buy
+18,069
New +$37.9K ﹤0.01% 3468

Other funds holding RSSS

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Charles Schwab's RSSS Position: Q2 2026 in Review

Charles Schwab held its Research Solutions (RSSS) position steady in Q2 2026 at 18,069 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

Charles Schwab first reported a position in RSSS in Q2 2023 and has held it in 13 quarters since. The position peaked at $75K in Q4 2024. 36 funds tracked by Wall St. Rank hold RSSS as of Q2 2026.

  • Charles Schwab held 18,069 shares of Research Solutions worth $41.9K as of Q2 2026.
  • Charles Schwab left its Research Solutions share count unchanged in Q2 2026.
  • Research Solutions made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3428 holding.
  • Charles Schwab first reported a position in Research Solutions in Q2 2023 and has held it in 13 quarters since.
  • Charles Schwab's Research Solutions position peaked at $75K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Research Solutions as of Q2 2026.

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