Financially Speaking
SCHW icon

Financially Speaking’s Charles Schwab SCHW Stock Holding History

Financially Speaking’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 		$98 Hold
1
– – ﹤0.01% 111
2026
Q2 		$94 Hold
1
– – ﹤0.01% 101
2026
Q1 		$94 Buy
+1
New +$98 ﹤0.01% 108

Other funds holding SCHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Financially Speaking's SCHW Position: Q3 2026 in Review

Financially Speaking held its Charles Schwab (SCHW) position steady in Q3 2026 at 1 share worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #111.

Financially Speaking first reported a position in SCHW in Q1 2026 and has held it in 3 quarters since. 1,455 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Financially Speaking held 1 share of Charles Schwab worth $98 as of Q3 2026.
  • Financially Speaking left its Charles Schwab share count unchanged in Q3 2026.
  • Charles Schwab made up ﹤0.01% of Financially Speaking's portfolio in Q3 2026, its #111 holding.
  • Financially Speaking first reported a position in Charles Schwab in Q1 2026 and has held it in 3 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Financially Speaking's 13F filing for Q3 2026, filed 4 Nov 2026.