Petiole USA’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$459K Buy
+4,700
New +$495K 0.34% 40

Other funds holding SCHW

Petiole USA's SCHW Position: Q3 2026 in Review

Petiole USA opened a new position in Charles Schwab (SCHW) in Q3 2026: 4,700 shares worth $459K. The stake represents 0.34% of the portfolio and ranks #40 among its holdings.

2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Petiole USA held 4,700 shares of Charles Schwab worth $459K as of Q3 2026.
  • Charles Schwab was a new Petiole USA position in Q3 2026.
  • Charles Schwab made up 0.34% of Petiole USA's portfolio in Q3 2026, its #40 holding.
  • 2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Petiole USA's 13F filing for Q3 2026, filed 13 Nov 2026.