Frank Rimerman Advisors’s Charles Schwab SCHW Stock Holding History

Frank Rimerman Advisors’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	$1.97M	Buy	21,369 +1,585	+8%	+$145K	0.11%	151
2026 Q1	$1.86M	Sell	19,784 -5,106	-21%	-$501K	0.12%	136
2025 Q4	$2.49M	Buy	24,890 +4,075	+20%	+$387K	0.16%	105
2025 Q3	$1.99M	Buy	20,815 +917	+5%	+$87K	0.13%	125
2025 Q2	$1.82M	Buy	19,898 +3,364	+20%	+$282K	0.12%	129
2025 Q1	$1.29M	Buy	16,534 +2,472	+18%	+$194K	0.1%	164
2024 Q4	$1.04M	Sell	14,062 -7	-0%	-$524	0.08%	192
2024 Q3	$912K	Sell	14,069 -3,921	-22%	-$258K	0.06%	231
2024 Q2	$1.33M	Buy	17,990 +16,232	+923%	+$1.2M	0.09%	169
2024 Q1	$127K	Sell	1,758 -75	-4%	-$4.94K	0.02%	107
2023 Q4	$126K	Buy	+1,833	New	+$106K	0.03%	107

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Frank Rimerman Advisors's SCHW Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Charles Schwab (SCHW) stake by 8% in Q2 2026, buying an estimated $145K and bringing the position to 21,369 shares worth $1.97M. The position accounts for 0.11% of the portfolio, ranked #151.

Frank Rimerman Advisors first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Frank Rimerman Advisors held 21,369 shares of Charles Schwab worth $1.97M as of Q2 2026.
Frank Rimerman Advisors bought 1,585 Charles Schwab shares in Q2 2026, an estimated $145K.
Charles Schwab made up 0.11% of Frank Rimerman Advisors's portfolio in Q2 2026, its #151 holding.
Frank Rimerman Advisors first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's Charles Schwab position peaked at $2.49M in Q4 2025.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.