RVW Wealth
SCHW icon

RVW Wealth’s Charles Schwab SCHW Stock Holding History

RVW Wealth’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
Q3 		$200K Buy
+2,048
New +$216K 0.01% 183
2026
Q1 		– Sell
-4,514
Closed -$451K – 188
2025
Q4 		$451K Buy
4,514
+30
+0.7% +$2.85K 0.03% 118
2025
Q3 		$428K Sell
4,484
-23
-0.5% -$2.18K 0.03% 120
2025
Q2 		$411K Sell
4,507
-22
-0.5% -$1.84K 0.03% 116
2025
Q1 		$355K Buy
+4,529
New +$355K 0.03% 114
2023
Q4 		– Sell
-858
Closed -$47.1K – 323
2023
Q3 		$47.1K Buy
+858
New +$51.9K 0.01% 244

Other funds holding SCHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

RVW Wealth's SCHW Position: Q3 2026 in Review

RVW Wealth opened a new position in Charles Schwab (SCHW) in Q3 2026: 2,048 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings. This is a return to the name: RVW Wealth previously reported a position in SCHW as recently as Q4 2025.

RVW Wealth first reported a position in SCHW in Q3 2023 and has held it in 6 quarters since. The position peaked at $451K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • RVW Wealth held 2,048 shares of Charles Schwab worth $200K as of Q3 2026.
  • Charles Schwab was a new RVW Wealth position in Q3 2026.
  • Charles Schwab made up 0.01% of RVW Wealth's portfolio in Q3 2026, its #183 holding.
  • RVW Wealth first reported a position in Charles Schwab in Q3 2023 and has held it in 6 quarters since.
  • RVW Wealth's Charles Schwab position peaked at $451K in Q4 2025.
  • 1,360 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.