ICP
SCHW

Impact Capital Partners’s Charles Schwab SCHW Stock Holding History

Impact Capital Partners’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 		$372K Sell
4,036
-144
-3% -$13.1K 0.1% 182
2026
Q1 		$393K Sell
4,180
-414
-9% -$40.6K 0.12% 169
2025
Q4 		$459K Sell
4,594
-208
-4% -$19.7K 0.14% 151
2025
Q3 		$458K Sell
4,802
-1,985
-29% -$188K 0.14% 148
2025
Q2 		$619K Sell
6,787
-266
-4% -$22.3K 0.2% 115
2025
Q1 		$552K Sell
7,053
-223
-3% -$17.5K 0.2% 120
2024
Q4 		$538K Buy
+7,276
New +$544K 0.19% 126

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
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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Impact Capital Partners's SCHW Position: Q2 2026 in Review

Impact Capital Partners reduced its Charles Schwab (SCHW) stake by 3.4% in Q2 2026, selling an estimated $13.1K and leaving 4,036 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #182.

Impact Capital Partners first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $619K in Q2 2025. 550 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Impact Capital Partners held 4,036 shares of Charles Schwab worth $372K as of Q2 2026.
  • Impact Capital Partners sold 144 Charles Schwab shares in Q2 2026, an estimated $13.1K.
  • Charles Schwab made up 0.1% of Impact Capital Partners's portfolio in Q2 2026, its #182 holding.
  • Impact Capital Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's Charles Schwab position peaked at $619K in Q2 2025.
  • 550 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.