Michael S. Ryan Inc
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Michael S. Ryan Inc’s Charles Schwab SCHW Stock Holding History

Michael S. Ryan 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
Q3 		$682K Buy
6,981
+179
+3% +$18.8K 0.34% 34
2026
Q2 		$628K Buy
6,802
+225
+3% +$20.5K 0.31% 36
2026
Q1 		$618K Buy
6,577
+197
+3% +$19.3K 0.36% 31
2025
Q4 		$637K Buy
6,380
+12
+0.2% +$1.14K 0.37% 30
2025
Q3 		$608K Sell
6,368
-69
-1% -$6.55K 0.36% 29
2025
Q2 		$587K Buy
6,437
+439
+7% +$36.8K 0.37% 30
2025
Q1 		$470K Hold
5,998
– – 0.33% 31
2024
Q4 		$444K Buy
5,998
+144
+2% +$10.8K 0.3% 32
2024
Q3 		$379K Sell
5,854
-60
-1% -$3.94K 0.26% 36
2024
Q2 		$436K Sell
5,914
-41
-0.7% -$3.03K 0.33% 30
2024
Q1 		$431K Sell
5,955
-63
-1% -$4.15K 0.34% 28
2023
Q4 		$414K Hold
6,018
– – 0.34% 32
2023
Q3 		$313K Buy
6,018
+578
+11% +$34.9K 0.3% 41
2023
Q2 		$314K Buy
+5,440
New +$285K 0.29% 41

Other funds holding SCHW

Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Michael S. Ryan Inc's SCHW Position: Q3 2026 in Review

Michael S. Ryan Inc increased its Charles Schwab (SCHW) stake by 2.6% in Q3 2026, buying an estimated $18.8K and bringing the position to 6,981 shares worth $682K. The position accounts for 0.34% of the portfolio, ranked #34.

Michael S. Ryan Inc first reported a position in SCHW in Q2 2023 and has held it in 14 quarters since. 927 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Michael S. Ryan Inc held 6,981 shares of Charles Schwab worth $682K as of Q3 2026.
  • Michael S. Ryan Inc bought 179 Charles Schwab shares in Q3 2026, an estimated $18.8K.
  • Charles Schwab made up 0.34% of Michael S. Ryan Inc's portfolio in Q3 2026, its #34 holding.
  • Michael S. Ryan Inc first reported a position in Charles Schwab in Q2 2023 and has held it in 14 quarters since.
  • 927 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Michael S. Ryan Inc's 13F filing for Q3 2026, filed 1 Oct 2026.