HC
SCHW

Hamilton Capital’s Charles Schwab SCHW Stock Holding History

Hamilton Capital’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 		$229K Buy
+2,340
New +$246K 0.01% 139
2026
Q2 		– Sell
-2,342
Closed -$220K – 171
2026
Q1 		$220K Sell
2,342
-451
-16% -$44.2K 0.01% 137
2025
Q4 		$279K Buy
+2,793
New +$265K 0.01% 117

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Hamilton Capital's SCHW Position: Q3 2026 in Review

Hamilton Capital opened a new position in Charles Schwab (SCHW) in Q3 2026: 2,340 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #139 among its holdings. This is a return to the name: Hamilton Capital previously reported a position in SCHW as recently as Q1 2026.

Hamilton Capital first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q4 2025. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Hamilton Capital held 2,340 shares of Charles Schwab worth $229K as of Q3 2026.
  • Charles Schwab was a new Hamilton Capital position in Q3 2026.
  • Charles Schwab made up 0.01% of Hamilton Capital's portfolio in Q3 2026, its #139 holding.
  • Hamilton Capital first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Hamilton Capital's Charles Schwab position peaked at $279K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.