CH
SCHW

Cromwell Holdings’s Charles Schwab SCHW Stock Holding History

Cromwell Holdings’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 		$497K Hold
5,381
– – 0.22% 81
2026
Q1 		$506K Hold
5,381
– – 0.28% 67
2025
Q4 		$538K Hold
5,381
– – 0.29% 61
2025
Q3 		$514K Hold
5,381
– – 0.27% 60
2025
Q2 		$491K Buy
5,381
+2,911
+118% +$244K 0.3% 61
2025
Q1 		$193K Hold
2,470
– – 0.12% 157
2024
Q4 		$183K Hold
2,470
– – 0.11% 172
2024
Q3 		$160K Sell
2,470
-2,269
-48% -$149K 0.1% 202
2024
Q2 		$349K Buy
+4,739
New +$350K 0.21% 87

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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Cromwell Holdings's SCHW Position: Q2 2026 in Review

Cromwell Holdings held its Charles Schwab (SCHW) position steady in Q2 2026 at 5,381 shares worth $497K. The position accounts for 0.22% of the portfolio, ranked #81.

Cromwell Holdings first reported a position in SCHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $538K in Q4 2025. 439 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Cromwell Holdings held 5,381 shares of Charles Schwab worth $497K as of Q2 2026.
  • Cromwell Holdings left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.22% of Cromwell Holdings's portfolio in Q2 2026, its #81 holding.
  • Cromwell Holdings first reported a position in Charles Schwab in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Charles Schwab position peaked at $538K in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.