Coastwise Capital Group’s Charles Schwab SCHW Stock Holding History

Coastwise Capital Group’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$323K	Sell	3,499 -177	-5%	-$16.1K	0.19%	106
2026 Q1	$345K	Sell	3,676 -1,091	-23%	-$107K	0.19%	98
2025 Q4	$476K	Buy	4,767 +8	+0.2%	+$759	0.24%	87
2025 Q3	$454K	Buy	4,759 +8	+0.2%	+$759	0.32%	70
2025 Q2	$434K	Sell	4,751 -292	-6%	-$24.4K	0.35%	67
2025 Q1	$395K	Sell	5,043 -1,215	-19%	-$95.4K	0.33%	73
2024 Q4	$463K	Buy	6,258 +208	+3%	+$15.6K	0.37%	68
2024 Q3	$392K	Buy	6,050 +907	+18%	+$59.6K	0.32%	78
2024 Q2	$379K	Sell	5,143 -1,196	-19%	-$88.3K	0.36%	73
2024 Q1	$459K	Buy	6,339 +1,612	+34%	+$106K	0.43%	68
2023 Q4	$325K	Sell	4,727 -587	-11%	-$33.9K	0.33%	80
2023 Q3	$292K	Sell	5,314 -291	-5%	-$17.6K	0.33%	83
2023 Q2	$318K	Buy	+5,605	New	+$294K	0.36%	78

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Coastwise Capital Group's SCHW Position: Q2 2026 in Review

Coastwise Capital Group reduced its Charles Schwab (SCHW) stake by 4.8% in Q2 2026, selling an estimated $16.1K and leaving 3,499 shares worth $323K. The position accounts for 0.19% of the portfolio, ranked #106.

Coastwise Capital Group first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $476K in Q4 2025. 503 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Coastwise Capital Group held 3,499 shares of Charles Schwab worth $323K as of Q2 2026.
Coastwise Capital Group sold 177 Charles Schwab shares in Q2 2026, an estimated $16.1K.
Charles Schwab made up 0.19% of Coastwise Capital Group's portfolio in Q2 2026, its #106 holding.
Coastwise Capital Group first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
Coastwise Capital Group's Charles Schwab position peaked at $476K in Q4 2025.
503 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.