ProCore Advisors’s Charles Schwab SCHW Stock Holding History

ProCore 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	$213K	Buy	+2,179	New	+$229K	0.26%	87

Other funds holding SCHW

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

ProCore Advisors's SCHW Position: Q3 2026 in Review

ProCore Advisors opened a new position in Charles Schwab (SCHW) in Q3 2026: 2,179 shares worth $213K. The stake represents 0.26% of the portfolio and ranks #87 among its holdings.

439 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

ProCore Advisors held 2,179 shares of Charles Schwab worth $213K as of Q3 2026.
Charles Schwab was a new ProCore Advisors position in Q3 2026.
Charles Schwab made up 0.26% of ProCore Advisors's portfolio in Q3 2026, its #87 holding.
439 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on ProCore Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.