KAM
SCHW

KEB Asset Management’s Charles Schwab SCHW Stock Holding History

KEB Asset Management’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 		$84.6K Buy
+917
New +$83.6K 0.01% 109

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
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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

KEB Asset Management's SCHW Position: Q2 2026 in Review

KEB Asset Management opened a new position in Charles Schwab (SCHW) in Q2 2026: 917 shares worth $84.6K. The stake represents 0.01% of the portfolio and ranks #109 among its holdings.

439 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • KEB Asset Management held 917 shares of Charles Schwab worth $84.6K as of Q2 2026.
  • Charles Schwab was a new KEB Asset Management position in Q2 2026.
  • Charles Schwab made up 0.01% of KEB Asset Management's portfolio in Q2 2026, its #109 holding.
  • 439 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.