R Squared’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHW
R Squared's SCHW Position: Q2 2026 in Review
R Squared opened a new position in Charles Schwab (SCHW) in Q2 2026: 8,099 shares worth $747K. The stake represents 0.39% of the portfolio and ranks #53 among its holdings. This is a return to the name: R Squared previously reported a position in SCHW as recently as Q4 2025.
R Squared first reported a position in SCHW in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.95M in Q3 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- R Squared held 8,099 shares of Charles Schwab worth $747K as of Q2 2026.
- Charles Schwab was a new R Squared position in Q2 2026.
- Charles Schwab made up 0.39% of R Squared's portfolio in Q2 2026, its #53 holding.
- R Squared first reported a position in Charles Schwab in Q4 2024 and has held it in 5 quarters since.
- R Squared's Charles Schwab position peaked at $2.95M in Q3 2025.
- 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.