Opal Wealth Advisors
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Opal Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Opal Wealth 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 		$704K Sell
7,200
-124
-2% -$13.1K 0.15% 72
2026
Q2 		$676K Buy
7,324
+2,907
+66% +$265K 0.15% 75
2026
Q1 		$415K Sell
4,417
-131
-3% -$12.8K 0.09% 114
2025
Q4 		$454K Buy
4,548
+75
+2% +$7.12K 0.12% 103
2025
Q3 		$427K Buy
4,473
+147
+3% +$14K 0.12% 105
2025
Q2 		$395K Buy
4,326
+855
+25% +$71.6K 0.11% 99
2025
Q1 		$272K Buy
3,471
+245
+8% +$19.2K 0.08% 134
2024
Q4 		$239K Sell
3,226
-96
-3% -$7.18K 0.07% 161
2024
Q3 		$215K Sell
3,322
-70
-2% -$4.6K 0.07% 172
2024
Q2 		$250K Buy
+3,392
New +$251K 0.08% 141

Other funds holding SCHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Opal Wealth Advisors's SCHW Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Charles Schwab (SCHW) stake by 1.7% in Q3 2026, selling an estimated $13.1K and leaving 7,200 shares worth $704K. The position accounts for 0.15% of the portfolio, ranked #72.

Opal Wealth Advisors first reported a position in SCHW in Q2 2024 and has held it in 10 quarters since. 1,444 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Opal Wealth Advisors held 7,200 shares of Charles Schwab worth $704K as of Q3 2026.
  • Opal Wealth Advisors sold 124 Charles Schwab shares in Q3 2026, an estimated $13.1K.
  • Charles Schwab made up 0.15% of Opal Wealth Advisors's portfolio in Q3 2026, its #72 holding.
  • Opal Wealth Advisors first reported a position in Charles Schwab in Q2 2024 and has held it in 10 quarters since.
  • 1,444 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.