IAS
SCHW

Insigneo Advisory Services’s Charles Schwab SCHW Stock Holding History

Insigneo Advisory Services’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
Q1 		$1.76M Buy
18,754
+3,427
+22% +$336K 0.13% 146
2025
Q4 		$1.53M Buy
15,327
+606
+4% +$57.5K 0.11% 161
2025
Q3 		$1.41M Sell
14,721
-468
-3% -$44.4K 0.1% 165
2025
Q2 		$1.39M Buy
15,189
+1,578
+12% +$132K 0.12% 150
2025
Q1 		$1.07M Buy
13,611
+3,833
+39% +$301K 0.11% 163
2024
Q4 		$724K Sell
9,778
-917
-9% -$68.6K 0.07% 209
2024
Q3 		$693K Buy
10,695
+55
+0.5% +$3.61K 0.07% 239
2024
Q2 		$663K Sell
10,640
-8,143
-43% -$602K 0.07% 231
2024
Q1 		$1.36M Sell
18,783
-826
-4% -$54.4K 0.16% 122
2023
Q4 		$1.35M Buy
19,609
+5,216
+36% +$301K 0.19% 109
2023
Q3 		$790K Sell
14,393
-773
-5% -$46.7K 0.16% 130
2023
Q2 		$860K Buy
15,166
+3,791
+33% +$199K 0.16% 129
2023
Q1 		$596K Buy
11,375
+7,596
+201% +$556K 0.19% 111
2022
Q4 		$315K Buy
+3,779
New +$293K 0.12% 183

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Insigneo Advisory Services's SCHW Position: Q1 2026 in Review

Insigneo Advisory Services increased its Charles Schwab (SCHW) stake by 22% in Q1 2026, buying an estimated $336K and bringing the position to 18,754 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #146.

Insigneo Advisory Services first reported a position in SCHW in Q4 2022 and has held it in 14 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Insigneo Advisory Services held 18,754 shares of Charles Schwab worth $1.76M as of Q1 2026.
  • Insigneo Advisory Services bought 3,427 Charles Schwab shares in Q1 2026, an estimated $336K.
  • Charles Schwab made up 0.13% of Insigneo Advisory Services's portfolio in Q1 2026, its #146 holding.
  • Insigneo Advisory Services first reported a position in Charles Schwab in Q4 2022 and has held it in 14 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.