RFA
SCHW

Reyes Financial Architecture’s Charles Schwab SCHW Stock Holding History

Reyes Financial Architecture’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 		$8.3K Hold
90
– – ﹤0.01% 255
2026
Q1 		$8.46K Hold
90
– – 0.01% 271
2025
Q4 		$8.99K Hold
90
– – 0.01% 255
2025
Q3 		$8.59K Hold
90
– – 0.01% 253
2025
Q2 		$8.21K Hold
90
– – 0.01% 234
2025
Q1 		$7.04K Hold
90
– – 0.01% 247
2024
Q4 		$6.66K Buy
+90
New +$6.73K 0.01% 221

Other funds holding SCHW

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
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Reyes Financial Architecture's SCHW Position: Q2 2026 in Review

Reyes Financial Architecture held its Charles Schwab (SCHW) position steady in Q2 2026 at 90 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Reyes Financial Architecture first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.99K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Reyes Financial Architecture held 90 shares of Charles Schwab worth $8.3K as of Q2 2026.
  • Reyes Financial Architecture left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Reyes Financial Architecture's portfolio in Q2 2026, its #255 holding.
  • Reyes Financial Architecture first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's Charles Schwab position peaked at $8.99K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.