RF
SCHW

Robinswood Financial’s Charles Schwab SCHW Stock Holding History

Robinswood Financial’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 		$24.4K Buy
264
+1
+0.4% +$91 0.01% 215
2026
Q1 		$24.8K Buy
263
+1
+0.4% +$98 0.01% 204
2025
Q4 		$26.3K Hold
262
– – 0.01% 194
2025
Q3 		$25K Hold
262
– – 0.01% 191
2025
Q2 		$23.9K Sell
262
-17
-6% -$1.42K 0.01% 197
2025
Q1 		$21.8K Buy
279
+262
+1,541% +$20.6K 0.01% 191
2024
Q4 		$1.26K Hold
17
– – ﹤0.01% 308
2024
Q3 		$1.1K Hold
17
– – ﹤0.01% 316
2024
Q2 		$1.25K Hold
17
– – ﹤0.01% 321
2024
Q1 		$1.23K Hold
17
– – ﹤0.01% 226
2023
Q4 		$1.17K Hold
17
– – ﹤0.01% 220
2023
Q3 		$933 Hold
17
– – ﹤0.01% 222
2023
Q2 		$963 Buy
+17
New +$890 ﹤0.01% 202

Other funds holding SCHW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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 $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return