EWM
SCHW

Empirical Wealth Management’s Charles Schwab SCHW Stock Holding History

Empirical Wealth 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 		– Hold
0
– – – 1061
2026
Q1 		– Hold
0
– – – 993

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
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
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Empirical Wealth Management's SCHW Position: Q2 2026 in Review

Empirical Wealth Management increased its Charles Schwab (SCHW) stake by 8.1% in Q2 2026, buying an estimated $855K and bringing the position to 125,674 shares worth $11.6M. The position accounts for 0.17% of the portfolio, ranked #99.

Empirical Wealth Management first reported a position in SCHW in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.9M in Q4 2025. 909 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Empirical Wealth Management held 125,674 shares of Charles Schwab worth $11.6M as of Q2 2026.
  • Empirical Wealth Management bought 9,373 Charles Schwab shares in Q2 2026, an estimated $855K.
  • Charles Schwab made up 0.17% of Empirical Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Empirical Wealth Management first reported a position in Charles Schwab in Q1 2019 and has held it in 30 quarters since.
  • Empirical Wealth Management's Charles Schwab position peaked at $11.9M in Q4 2025.
  • 909 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.