Rydar Equities
SCHW icon

Rydar Equities’s Charles Schwab SCHW Stock Holding History

Rydar Equities’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 		$193K Buy
2,020
+5
+0.2% +$526 0.1% 110
2026
Q2 		$204K Buy
+2,015
New +$184K 0.11% 106

Other funds holding SCHW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Rydar Equities's SCHW Position: Q3 2026 in Review

Rydar Equities increased its Charles Schwab (SCHW) stake by 0.25% in Q3 2026, buying an estimated $526 and bringing the position to 2,020 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #110.

Rydar Equities first reported a position in SCHW in Q2 2026 and has held it in 2 quarters since. The position peaked at $204K in Q2 2026. 590 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Rydar Equities held 2,020 shares of Charles Schwab worth $193K as of Q3 2026.
  • Rydar Equities bought 5 Charles Schwab shares in Q3 2026, an estimated $526.
  • Charles Schwab made up 0.1% of Rydar Equities's portfolio in Q3 2026, its #110 holding.
  • Rydar Equities first reported a position in Charles Schwab in Q2 2026 and has held it in 2 quarters since.
  • Rydar Equities's Charles Schwab position peaked at $204K in Q2 2026.
  • 590 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.