Charles Schwab
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Charles Schwab’s Smith & Nephew SNN Stock Holding History

Charles Schwab’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.42M Sell
83,910
-21,681
-21% -$673K ﹤0.01% 2726
2026
Q1 		$3.36M Buy
105,591
+37,819
+56% +$1.29M ﹤0.01% 2564
2025
Q4 		$2.22M Buy
67,772
+4,303
+7% +$147K ﹤0.01% 2730
2025
Q3 		$2.3M Buy
63,469
+9,236
+17% +$319K ﹤0.01% 2717
2025
Q2 		$1.66M Buy
54,233
+18,343
+51% +$517K ﹤0.01% 2728
2025
Q1 		$1.02M Buy
35,890
+2,585
+8% +$69.1K ﹤0.01% 2833
2024
Q4 		$819K Buy
33,305
+6,106
+22% +$162K ﹤0.01% 2976
2024
Q3 		$847K Buy
27,199
+6,164
+29% +$183K ﹤0.01% 2970
2024
Q2 		$521K Buy
21,035
+6,853
+48% +$171K ﹤0.01% 3177
2024
Q1 		$360K Buy
14,182
+4,266
+43% +$117K ﹤0.01% 3136
2023
Q4 		$271K Buy
+9,916
New +$246K ﹤0.01% 3234
2023
Q3 		– Sell
-6,731
Closed -$217K – 3616
2023
Q2 		$217K Buy
+6,731
New +$208K ﹤0.01% 3295
2022
Q1 		– Sell
-10,508
Closed -$364K – 3615
2021
Q4 		$364K Buy
10,508
+1,465
+16% +$50.3K ﹤0.01% 3245
2021
Q3 		$311K Buy
9,043
+185
+2% +$7.29K ﹤0.01% 3260
2021
Q2 		$385K Sell
8,858
-926
-9% -$39K ﹤0.01% 3208
2021
Q1 		$371K Buy
9,784
+485
+5% +$20K ﹤0.01% 3182
2020
Q4 		$392K Sell
9,299
-1,488
-14% -$58.9K ﹤0.01% 3070
2020
Q3 		$422K Sell
10,787
-271
-2% -$10.9K ﹤0.01% 2922
2020
Q2 		$422K Buy
+11,058
New +$438K ﹤0.01% 2901

Other funds holding SNN

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Charles Schwab's SNN Position: Q2 2026 in Review

Charles Schwab reduced its Smith & Nephew (SNN) stake by 21% in Q2 2026, selling an estimated $673K and leaving 83,910 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Charles Schwab first reported a position in SNN in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.36M in Q1 2026. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Charles Schwab held 83,910 shares of Smith & Nephew worth $2.42M as of Q2 2026.
  • Charles Schwab sold 21,681 Smith & Nephew shares in Q2 2026, an estimated $673K.
  • Smith & Nephew made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2726 holding.
  • Charles Schwab first reported a position in Smith & Nephew in Q2 2020 and has held it in 19 quarters since.
  • Charles Schwab's Smith & Nephew position peaked at $3.36M in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

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