I2I
SCHW

Insight 2811 Inc’s Charles Schwab SCHW Stock Holding History

Insight 2811 Inc’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 		$1.6M Buy
17,370
+3,109
+22% +$284K 0.62% 25
2026
Q1 		$1.34M Sell
14,261
-19
-0.1% -$1.86K 0.56% 24
2025
Q4 		$1.43M Buy
+14,280
New +$1.35M 0.63% 21
2021
Q3 		– Sell
-3,559
Closed -$259K – 84
2021
Q2 		$259K Hold
3,559
– – 0.15% 72
2021
Q1 		$232K Sell
3,559
-324
-8% -$19.6K 0.14% 67
2020
Q4 		$206K Buy
+3,883
New +$176K 0.12% 70

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Insight 2811 Inc's SCHW Position: Q2 2026 in Review

Insight 2811 Inc increased its Charles Schwab (SCHW) stake by 22% in Q2 2026, buying an estimated $284K and bringing the position to 17,370 shares worth $1.6M. The position accounts for 0.62% of the portfolio, ranked #25.

Insight 2811 Inc first reported a position in SCHW in Q4 2020 and has held it in 6 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Insight 2811 Inc held 17,370 shares of Charles Schwab worth $1.6M as of Q2 2026.
  • Insight 2811 Inc bought 3,109 Charles Schwab shares in Q2 2026, an estimated $284K.
  • Charles Schwab made up 0.62% of Insight 2811 Inc's portfolio in Q2 2026, its #25 holding.
  • Insight 2811 Inc first reported a position in Charles Schwab in Q4 2020 and has held it in 6 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.