OIMU
SCHW

Osmosis Investment Management UK’s Charles Schwab SCHW Stock Holding History

Osmosis Investment Management UK’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 		$5.26M Sell
57,016
-55,347
-49% -$5.05M 0.24% 86
2026
Q1 		$10.6M Buy
112,363
+1,417
+1% +$139K 0.28% 86
2025
Q4 		$11.1M Buy
+110,946
New +$10.5M 0.28% 82

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Osmosis Investment Management UK's SCHW Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its Charles Schwab (SCHW) stake by 49% in Q2 2026, selling an estimated $5.05M and leaving 57,016 shares worth $5.26M. The position accounts for 0.24% of the portfolio, ranked #86.

Osmosis Investment Management UK first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.1M in Q4 2025. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Osmosis Investment Management UK held 57,016 shares of Charles Schwab worth $5.26M as of Q2 2026.
  • Osmosis Investment Management UK sold 55,347 Charles Schwab shares in Q2 2026, an estimated $5.05M.
  • Charles Schwab made up 0.24% of Osmosis Investment Management UK's portfolio in Q2 2026, its #86 holding.
  • Osmosis Investment Management UK first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's Charles Schwab position peaked at $11.1M in Q4 2025.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.