DecisionPoint Financial’s Charles Schwab SCHW Stock Holding History

DecisionPoint Financial’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 Q3	$3.27K	Buy	33 +5	+18%	+$526	﹤0.01%	326
2026 Q2	$2.7K	Buy	28 +11	+65%	+$1K	﹤0.01%	289
2026 Q1	$1.62K	Hold	17	–	–	﹤0.01%	291
2025 Q4	$1.72K	Hold	17	–	–	﹤0.01%	348
2025 Q3	$1.59K	Hold	17	–	–	﹤0.01%	262
2025 Q2	$1.57K	Buy	+17	New	+$1.42K	﹤0.01%	254
2025 Q1	–	Sell	-28	Closed	-$2.2K	–	253
2024 Q4	$2.09K	Hold	28	–	–	﹤0.01%	221
2024 Q3	$1.82K	Hold	28	–	–	﹤0.01%	215
2024 Q2	$1.83K	Hold	28	–	–	﹤0.01%	213
2024 Q1	$2.1K	Hold	28	–	–	﹤0.01%	230
2023 Q4	$1.93K	Buy	+28	New	+$1.62K	﹤0.01%	183
2023 Q2	–	Sell	-85	Closed	-$4.45K	–	210
2023 Q1	$4.45K	Buy	+85	New	+$6.22K	﹤0.01%	142

Other funds holding SCHW

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

DecisionPoint Financial's SCHW Position: Q3 2026 in Review

DecisionPoint Financial increased its Charles Schwab (SCHW) stake by 18% in Q3 2026, buying an estimated $526 and bringing the position to 33 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

DecisionPoint Financial first reported a position in SCHW in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.45K in Q1 2023. 870 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

DecisionPoint Financial held 33 shares of Charles Schwab worth $3.27K as of Q3 2026.
DecisionPoint Financial bought 5 Charles Schwab shares in Q3 2026, an estimated $526.
Charles Schwab made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #326 holding.
DecisionPoint Financial first reported a position in Charles Schwab in Q1 2023 and has held it in 12 quarters since.
DecisionPoint Financial's Charles Schwab position peaked at $4.45K in Q1 2023.
870 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.