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SCHW

Nautilus Advisors’s Charles Schwab SCHW Stock Holding History

Nautilus Advisors’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 		$1.21M Buy
12,401
+63
+0.5% +$6.63K 0.73% 34
2026
Q2 		$1.27M Hold
12,338
– – 0.75% 31
2026
Q1 		$1.16M Sell
12,338
-28
-0.2% -$2.75K 0.8% 34
2025
Q4 		$1.24M Sell
12,366
-65
-0.5% -$6.17K 0.81% 31
2025
Q3 		$1.19M Sell
12,431
-50
-0.4% -$4.75K 0.8% 31
2025
Q2 		$1.14M Hold
12,481
– – 0.84% 31
2025
Q1 		$977K Sell
12,481
-350
-3% -$27.5K 0.81% 34
2024
Q4 		$950K Buy
+12,831
New +$960K 0.76% 36

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Nautilus Advisors's SCHW Position: Q3 2026 in Review

Nautilus Advisors increased its Charles Schwab (SCHW) stake by 0.51% in Q3 2026, buying an estimated $6.63K and bringing the position to 12,401 shares worth $1.21M. The position accounts for 0.73% of the portfolio, ranked #34.

Nautilus Advisors first reported a position in SCHW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q2 2026. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Nautilus Advisors held 12,401 shares of Charles Schwab worth $1.21M as of Q3 2026.
  • Nautilus Advisors bought 63 Charles Schwab shares in Q3 2026, an estimated $6.63K.
  • Charles Schwab made up 0.73% of Nautilus Advisors's portfolio in Q3 2026, its #34 holding.
  • Nautilus Advisors first reported a position in Charles Schwab in Q4 2024 and has held it in 8 quarters since.
  • Nautilus Advisors's Charles Schwab position peaked at $1.27M in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.