PWM
SCHW

Purus Wealth Management’s Charles Schwab SCHW Stock Holding History

Purus Wealth Management’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 		$365K Buy
3,955
+37
+0.9% +$3.37K 0.1% 119
2026
Q1 		$368K Buy
3,918
+357
+10% +$35K 0.12% 102
2025
Q4 		$356K Sell
3,561
-226
-6% -$21.4K 0.11% 96
2025
Q3 		$362K Sell
3,787
-83
-2% -$7.88K 0.12% 100
2025
Q2 		$353K Sell
3,870
-35
-0.9% -$2.93K 0.12% 95
2025
Q1 		$306K Buy
3,905
+7
+0.2% +$549 0.13% 94
2024
Q4 		$289K Sell
3,898
-285
-7% -$21.3K 0.11% 96
2024
Q3 		$271K Buy
4,183
+7
+0.2% +$460 0.11% 98
2024
Q2 		$308K Buy
4,176
+7
+0.2% +$517 0.14% 90
2024
Q1 		$302K Buy
4,169
+7
+0.2% +$461 0.15% 87
2023
Q4 		$286K Buy
4,162
+189
+5% +$10.9K 0.17% 96
2023
Q3 		$218K Buy
3,973
+108
+3% +$6.53K 0.15% 110
2023
Q2 		$219K Sell
3,865
-1,172
-23% -$61.4K 0.14% 112
2023
Q1 		$264K Buy
5,037
+1,339
+36% +$98.1K 0.21% 95
2022
Q4 		$308K Buy
3,698
+6
+0.2% +$466 0.28% 78
2022
Q3 		$265K Sell
3,692
-152
-4% -$10.6K 0.24% 84
2022
Q2 		$243K Sell
3,844
-354
-8% -$24.4K 0.22% 89
2022
Q1 		$354K Sell
4,198
-1
-0% -$88 0.24% 78
2021
Q4 		$353K Buy
+4,199
New +$340K 0.22% 81

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Purus Wealth Management's SCHW Position: Q2 2026 in Review

Purus Wealth Management increased its Charles Schwab (SCHW) stake by 0.94% in Q2 2026, buying an estimated $3.37K and bringing the position to 3,955 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #119.

Purus Wealth Management first reported a position in SCHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $368K in Q1 2026. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Purus Wealth Management held 3,955 shares of Charles Schwab worth $365K as of Q2 2026.
  • Purus Wealth Management bought 37 Charles Schwab shares in Q2 2026, an estimated $3.37K.
  • Charles Schwab made up 0.1% of Purus Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Purus Wealth Management first reported a position in Charles Schwab in Q4 2021 and has held it in 19 quarters since.
  • Purus Wealth Management's Charles Schwab position peaked at $368K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.