RIP
SCHW

RAM Investment Partners’s Charles Schwab SCHW Stock Holding History

RAM Investment 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 		$328K Sell
3,550
-15
-0.4% -$1.37K 0.05% 89
2026
Q1 		$335K Buy
3,565
+401
+13% +$39.3K 0.06% 88
2025
Q4 		$316K Sell
3,164
-470
-13% -$44.6K 0.06% 79
2025
Q3 		$347K Buy
3,634
+100
+3% +$9.49K 0.07% 76
2025
Q2 		$322K Buy
3,534
+173
+5% +$14.5K 0.07% 75
2025
Q1 		$263K Buy
3,361
+68
+2% +$5.34K 0.07% 77
2024
Q4 		$244K Buy
3,293
+47
+1% +$3.52K 0.06% 80
2024
Q3 		$210K Hold
3,246
– – 0.05% 83
2024
Q2 		$239K Sell
3,246
-1,694
-34% -$125K 0.07% 68
2024
Q1 		$357K Buy
+4,940
New +$325K 0.11% 52

Other funds holding SCHW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

RAM Investment Partners's SCHW Position: Q2 2026 in Review

RAM Investment Partners reduced its Charles Schwab (SCHW) stake by 0.42% in Q2 2026, selling an estimated $1.37K and leaving 3,550 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #89.

RAM Investment Partners first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $357K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • RAM Investment Partners held 3,550 shares of Charles Schwab worth $328K as of Q2 2026.
  • RAM Investment Partners sold 15 Charles Schwab shares in Q2 2026, an estimated $1.37K.
  • Charles Schwab made up 0.05% of RAM Investment Partners's portfolio in Q2 2026, its #89 holding.
  • RAM Investment Partners first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
  • RAM Investment Partners's Charles Schwab position peaked at $357K in Q1 2024.
  • 1,041 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.