SFG
SCHW

Shum Financial Group’s Charles Schwab SCHW Stock Holding History

Shum Financial Group’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 		$708K Buy
7,677
+1,369
+22% +$125K 0.43% 56
2026
Q1 		$593K Buy
6,308
+624
+11% +$61.2K 0.42% 61
2025
Q4 		$568K Buy
5,684
+1,202
+27% +$114K 0.41% 64
2025
Q3 		$428K Buy
+4,482
New +$425K 0.32% 72
2025
Q1 		$260K Buy
3,316
+588
+22% +$46.1K 0.22% 83
2024
Q4 		$202K Buy
+2,728
New +$204K 0.17% 88

Other funds holding SCHW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Shum Financial Group's SCHW Position: Q2 2026 in Review

Shum Financial Group increased its Charles Schwab (SCHW) stake by 22% in Q2 2026, buying an estimated $125K and bringing the position to 7,677 shares worth $708K. The position accounts for 0.43% of the portfolio, ranked #56.

Shum Financial Group first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. 1,301 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Shum Financial Group held 7,677 shares of Charles Schwab worth $708K as of Q2 2026.
  • Shum Financial Group bought 1,369 Charles Schwab shares in Q2 2026, an estimated $125K.
  • Charles Schwab made up 0.43% of Shum Financial Group's portfolio in Q2 2026, its #56 holding.
  • Shum Financial Group first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.