HAM
SCHW

Harmony Asset Management’s Charles Schwab SCHW Stock Holding History

Harmony Asset Management’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 		$1.77M Buy
+19,156
New +$1.75M 0.47% 53

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Harmony Asset Management's SCHW Position: Q2 2026 in Review

Harmony Asset Management opened a new position in Charles Schwab (SCHW) in Q2 2026: 19,156 shares worth $1.77M. The stake represents 0.47% of the portfolio and ranks #53 among its holdings.

439 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Harmony Asset Management held 19,156 shares of Charles Schwab worth $1.77M as of Q2 2026.
  • Charles Schwab was a new Harmony Asset Management position in Q2 2026.
  • Charles Schwab made up 0.47% of Harmony Asset Management's portfolio in Q2 2026, its #53 holding.
  • 439 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.