Insigneo Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
Insigneo Advisory Services's SCHW Position: Q2 2026 in Review
Insigneo Advisory Services increased its Charles Schwab (SCHW) stake by 39% in Q2 2026, buying an estimated $665K and bringing the position to 26,043 shares worth $2.4M. The position accounts for 0.09% of the portfolio, ranked #167.
Insigneo Advisory Services first reported a position in SCHW in Q4 2022 and has held it in 15 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Insigneo Advisory Services held 26,043 shares of Charles Schwab worth $2.4M as of Q2 2026.
- Insigneo Advisory Services bought 7,289 Charles Schwab shares in Q2 2026, an estimated $665K.
- Charles Schwab made up 0.09% of Insigneo Advisory Services's portfolio in Q2 2026, its #167 holding.
- Insigneo Advisory Services first reported a position in Charles Schwab in Q4 2022 and has held it in 15 quarters since.
- 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.