CIM
SCHW

Contravisory Investment Management’s Charles Schwab SCHW Stock Holding History

Contravisory Investment Management’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 		$10.3K Hold
112
– – ﹤0.01% 351
2026
Q1 		$10.5K Buy
+112
New +$11K ﹤0.01% 343
2017
Q4 		– Sell
-82
Closed -$4K – 514
2017
Q3 		$4K Buy
+82
New +$3.4K ﹤0.01% 313
2017
Q2 		– Sell
-82
Closed -$3K – 243
2017
Q1 		$3K Hold
82
– – ﹤0.01% 252
2016
Q4 		$3K Hold
82
– – ﹤0.01% 247
2016
Q3 		$3K Buy
+82
New +$2.4K ﹤0.01% 238
2016
Q1 		– Sell
-69
Closed -$2K – 228
2015
Q4 		$2K Buy
+69
New +$2.18K ﹤0.01% 188

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Contravisory Investment Management's SCHW Position: Q2 2026 in Review

Contravisory Investment Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 112 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Contravisory Investment Management first reported a position in SCHW in Q4 2015 and has held it in 7 quarters since. The position peaked at $10.5K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Contravisory Investment Management held 112 shares of Charles Schwab worth $10.3K as of Q2 2026.
  • Contravisory Investment Management left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #351 holding.
  • Contravisory Investment Management first reported a position in Charles Schwab in Q4 2015 and has held it in 7 quarters since.
  • Contravisory Investment Management's Charles Schwab position peaked at $10.5K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.