FSBI
SCHW

Fearless Solutions (Best Invest)’s Charles Schwab SCHW Stock Holding History

Fearless Solutions (Best Invest)’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 		$3.39M Sell
36,736
-770
-2% -$70.2K 1.79% 18
2026
Q1 		$3.52M Sell
37,506
-675
-2% -$66.2K 2.13% 14
2025
Q4 		$3.81M Sell
38,181
-439
-1% -$41.6K 2.31% 14
2025
Q3 		$3.69M Sell
38,620
-42
-0.1% -$3.99K 2.36% 14
2025
Q2 		$3.53M Sell
38,662
-151
-0.4% -$12.6K 2.47% 13
2025
Q1 		$3.04M Sell
38,813
-250
-0.6% -$19.6K 2.36% 11
2024
Q4 		$2.89M Buy
+39,063
New +$2.92M 2.21% 12

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Fearless Solutions (Best Invest)'s SCHW Position: Q2 2026 in Review

Fearless Solutions (Best Invest) reduced its Charles Schwab (SCHW) stake by 2.1% in Q2 2026, selling an estimated $70.2K and leaving 36,736 shares worth $3.39M. The position accounts for 1.79% of the portfolio, ranked #18.

Fearless Solutions (Best Invest) first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.81M in Q4 2025. 1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Fearless Solutions (Best Invest) held 36,736 shares of Charles Schwab worth $3.39M as of Q2 2026.
  • Fearless Solutions (Best Invest) sold 770 Charles Schwab shares in Q2 2026, an estimated $70.2K.
  • Charles Schwab made up 1.79% of Fearless Solutions (Best Invest)'s portfolio in Q2 2026, its #18 holding.
  • Fearless Solutions (Best Invest) first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Fearless Solutions (Best Invest)'s Charles Schwab position peaked at $3.81M in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Fearless Solutions (Best Invest)'s 13F filing for Q2 2026, filed 22 Jul 2026.