HKIMG
SCHW

Hutchens & Kramer Investment Management Group’s Charles Schwab SCHW Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$942K Sell
10,210
-393
-4% -$35.8K 0.25% 60
2026
Q1 		$996K Sell
10,603
-94
-0.9% -$9.22K 0.31% 59
2025
Q4 		$1.07M Buy
10,697
+614
+6% +$58.3K 0.37% 49
2025
Q3 		$963K Sell
10,083
-577
-5% -$54.8K 0.38% 52
2025
Q2 		$972K Sell
10,660
-11
-0.1% -$921 0.45% 46
2025
Q1 		$835K Sell
10,671
-470
-4% -$36.9K 0.46% 42
2024
Q4 		$825K Sell
11,141
-948
-8% -$70.9K 0.45% 44
2024
Q3 		$773K Sell
12,089
-1,661
-12% -$109K 0.43% 49
2024
Q2 		$1.01M Buy
13,750
+12
+0.1% +$886 0.56% 35
2024
Q1 		$994K Sell
13,738
-916
-6% -$60.3K 0.59% 35
2023
Q4 		$1.01M Sell
14,654
-1,848
-11% -$107K 0.71% 28
2023
Q3 		$884K Sell
16,502
-618
-4% -$37.4K 0.7% 33
2023
Q2 		$970K Sell
17,120
-3,537
-17% -$185K 0.78% 30
2023
Q1 		$1.08M Sell
20,657
-18,167
-47% -$1.33M 0.93% 34
2022
Q4 		$3.23M Sell
38,824
-1,691
-4% -$131K 2.37% 10
2022
Q3 		$2.97M Buy
40,515
+6,789
+20% +$471K 2.42% 8
2022
Q2 		$2.16M Buy
33,726
+354
+1% +$24.4K 1.59% 17
2022
Q1 		$2.79M Hold
33,372
– – 1.55% 17
2021
Q4 		$3.08M Buy
+33,372
New +$2.7M 1.94% 13

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SCHW Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its Charles Schwab (SCHW) stake by 3.7% in Q2 2026, selling an estimated $35.8K and leaving 10,210 shares worth $942K. The position accounts for 0.25% of the portfolio, ranked #60.

Hutchens & Kramer Investment Management Group first reported a position in SCHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.23M in Q4 2022. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 10,210 shares of Charles Schwab worth $942K as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 393 Charles Schwab shares in Q2 2026, an estimated $35.8K.
  • Charles Schwab made up 0.25% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #60 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in Charles Schwab in Q4 2021 and has held it in 19 quarters since.
  • Hutchens & Kramer Investment Management Group's Charles Schwab position peaked at $3.23M in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.