Essential Partners’s Charles Schwab SCHW Stock Holding History

Essential Partners’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	$130K	Buy	1,330 +121	+10%	+$12.7K	0.06%	350
2026 Q2	$112K	Sell	1,209 -1,971	-62%	-$180K	0.05%	388
2026 Q1	$299K	Sell	3,180 -333	-9%	-$32.7K	0.1%	224
2025 Q4	$351K	Buy	3,513 +192	+6%	+$18.2K	0.11%	239
2025 Q3	$317K	Buy	3,321 +149	+5%	+$14.1K	0.1%	240
2025 Q2	$289K	Buy	+3,172	New	+$266K	0.12%	237

Other funds holding SCHW

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

Essential Partners's SCHW Position: Q3 2026 in Review

Essential Partners increased its Charles Schwab (SCHW) stake by 10% in Q3 2026, buying an estimated $12.7K and bringing the position to 1,330 shares worth $130K. The position accounts for 0.06% of the portfolio, ranked #350.

Essential Partners first reported a position in SCHW in Q2 2025 and has held it in 6 quarters since. The position peaked at $351K in Q4 2025. 373 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Essential Partners held 1,330 shares of Charles Schwab worth $130K as of Q3 2026.
Essential Partners bought 121 Charles Schwab shares in Q3 2026, an estimated $12.7K.
Charles Schwab made up 0.06% of Essential Partners's portfolio in Q3 2026, its #350 holding.
Essential Partners first reported a position in Charles Schwab in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Charles Schwab position peaked at $351K in Q4 2025.
373 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.