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Sapient Capital’s Charles Schwab SCHW Stock Holding History

Sapient Capital’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
+2,049
New +$216K ﹤0.01% 380
2026
Q2 		– Sell
-3,112
Closed -$292K – 468
2026
Q1 		$292K Buy
+3,112
New +$305K ﹤0.01% 359

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Sapient Capital's SCHW Position: Q3 2026 in Review

Sapient Capital opened a new position in Charles Schwab (SCHW) in Q3 2026: 2,049 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Sapient Capital previously reported a position in SCHW as recently as Q1 2026.

Sapient Capital first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $292K in Q1 2026. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Sapient Capital held 2,049 shares of Charles Schwab worth $200K as of Q3 2026.
  • Charles Schwab was a new Sapient Capital position in Q3 2026.
  • Charles Schwab made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #380 holding.
  • Sapient Capital first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • Sapient Capital's Charles Schwab position peaked at $292K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.