PP
SCHW

Postrock Partners’s Charles Schwab SCHW Stock Holding History

Postrock Partners’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 		$1.43M Buy
15,444
+366
+2% +$33.4K 0.58% 29
2026
Q1 		$1.42M Hold
15,078
– – 0.66% 29
2025
Q4 		$1.51M Hold
15,078
– – 0.65% 28
2025
Q3 		$1.44M Hold
15,078
– – 0.64% 27
2025
Q2 		$1.38M Hold
15,078
– – 0.66% 30
2025
Q1 		$1.18M Hold
15,078
– – 0.58% 32
2024
Q4 		$1.12M Buy
+15,078
New +$1.13M 0.54% 35

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Postrock Partners's SCHW Position: Q2 2026 in Review

Postrock Partners increased its Charles Schwab (SCHW) stake by 2.4% in Q2 2026, buying an estimated $33.4K and bringing the position to 15,444 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #29.

Postrock Partners first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q4 2025. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Postrock Partners held 15,444 shares of Charles Schwab worth $1.43M as of Q2 2026.
  • Postrock Partners bought 366 Charles Schwab shares in Q2 2026, an estimated $33.4K.
  • Charles Schwab made up 0.58% of Postrock Partners's portfolio in Q2 2026, its #29 holding.
  • Postrock Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Postrock Partners's Charles Schwab position peaked at $1.51M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Postrock Partners's 13F filing for Q2 2026, filed 24 Jul 2026.