Longview Asset Management (California)’s Charles Schwab SCHW Stock Holding History

Longview Asset Management (California)’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	$157K	Buy	1,706 +2	+0.1%	+$182	0.08%	49
2026 Q1	$160K	Sell	1,704 -597	-26%	-$58.6K	0.09%	46
2025 Q4	$230K	Buy	2,301 +8	+0.3%	+$759	0.13%	42
2025 Q3	$219K	Sell	2,293 -529	-19%	-$50.2K	0.13%	42
2025 Q2	$257K	Buy	2,822 +6	+0.2%	+$502	0.16%	36
2025 Q1	$220K	Buy	2,816 +52	+2%	+$4.08K	0.15%	36
2024 Q4	$205K	Buy	+2,764	New	+$207K	0.14%	37

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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Longview Asset Management (California)'s SCHW Position: Q2 2026 in Review

Longview Asset Management (California) increased its Charles Schwab (SCHW) stake by 0.12% in Q2 2026, buying an estimated $182 and bringing the position to 1,706 shares worth $157K. The position accounts for 0.08% of the portfolio, ranked #49.

Longview Asset Management (California) first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $257K in Q2 2025. 563 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Longview Asset Management (California) held 1,706 shares of Charles Schwab worth $157K as of Q2 2026.
Longview Asset Management (California) bought 2 Charles Schwab shares in Q2 2026, an estimated $182.
Charles Schwab made up 0.08% of Longview Asset Management (California)'s portfolio in Q2 2026, its #49 holding.
Longview Asset Management (California) first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
Longview Asset Management (California)'s Charles Schwab position peaked at $257K in Q2 2025.
563 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.