Seaview Investment Managers’s Charles Schwab SCHW Stock Holding History

Seaview Investment Managers’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	$316K	Sell	3,424 -87,851	-96%	-$8.01M	0.09%	69
2026 Q1	$8.58M	Buy	91,275 +10,930	+14%	+$1.07M	3.09%	15
2025 Q4	$8.03M	Buy	+80,345	New	+$7.62M	3.02%	18
2023 Q4	–	Sell	-5,372	Closed	-$295K	–	109
2023 Q3	$295K	Sell	5,372 -95,123	-95%	-$5.75M	0.1%	70
2023 Q2	$5.7M	Buy	100,495 +11,788	+13%	+$617K	1.85%	24
2023 Q1	$4.65M	Buy	88,707 +7,075	+9%	+$518K	1.6%	27
2022 Q4	$6.8M	Sell	81,632 -18,777	-19%	-$1.46M	2.72%	8
2022 Q3	$7.22M	Buy	100,409 +1,779	+2%	+$124K	2.94%	7
2022 Q2	$6.23M	Buy	+98,630	New	+$6.8M	2.8%	14
2020 Q4	–	Sell	-216	Closed	-$9K	–	153
2020 Q3	$9K	Buy	+216	New	+$7.51K	0.01%	98

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Seaview Investment Managers's SCHW Position: Q2 2026 in Review

Seaview Investment Managers reduced its Charles Schwab (SCHW) stake by 96% in Q2 2026, selling an estimated $8.01M and leaving 3,424 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #69.

Seaview Investment Managers first reported a position in SCHW in Q3 2020 and has held it in 10 quarters since. The position peaked at $8.58M in Q1 2026. 513 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Seaview Investment Managers held 3,424 shares of Charles Schwab worth $316K as of Q2 2026.
Seaview Investment Managers sold 87,851 Charles Schwab shares in Q2 2026, an estimated $8.01M.
Charles Schwab made up 0.09% of Seaview Investment Managers's portfolio in Q2 2026, its #69 holding.
Seaview Investment Managers first reported a position in Charles Schwab in Q3 2020 and has held it in 10 quarters since.
Seaview Investment Managers's Charles Schwab position peaked at $8.58M in Q1 2026.
513 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.