SJS Investment Consulting’s Charles Schwab SCHW Stock Holding History

SJS Investment Consulting’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	$969K	Buy	10,497 +95	+0.9%	+$8.66K	0.11%	53
2026 Q1	$978K	Buy	10,402 +5	+0%	+$490	0.12%	47
2025 Q4	$1.04M	Sell	10,397 -446	-4%	-$42.3K	0.13%	45
2025 Q3	$1.04M	Buy	10,843 +364	+3%	+$34.5K	0.14%	46
2025 Q2	$956K	Sell	10,479 -60	-0.6%	-$5.02K	0.15%	39
2025 Q1	$825K	Sell	10,539 -288	-3%	-$22.6K	0.14%	41
2024 Q4	$801K	Buy	10,827 +552	+5%	+$41.3K	0.14%	40
2024 Q3	$666K	Buy	10,275 +9,719	+1,748%	+$638K	0.12%	41
2024 Q2	$41K	Hold	556	–	–	0.01%	192
2024 Q1	$40.2K	Hold	556	–	–	0.01%	207
2023 Q4	$38.3K	Buy	556 +4	+0.7%	+$231	0.01%	186
2023 Q3	$30.3K	Buy	552 +4	+0.7%	+$242	0.01%	200
2023 Q2	$31.1K	Buy	548 +507	+1,237%	+$26.6K	0.01%	185
2023 Q1	$2.15K	Sell	41 -31	-43%	-$2.27K	﹤0.01%	577
2022 Q4	$6K	Buy	72 +46	+177%	+$3.57K	﹤0.01%	339
2022 Q3	$2K	Buy	+26	New	+$1.8K	﹤0.01%	523
2022 Q1	$1K	Buy	+13	New	+$1.14K	﹤0.01%	624

Other funds holding SCHW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

SJS Investment Consulting's SCHW Position: Q2 2026 in Review

SJS Investment Consulting increased its Charles Schwab (SCHW) stake by 0.91% in Q2 2026, buying an estimated $8.66K and bringing the position to 10,497 shares worth $969K. The position accounts for 0.11% of the portfolio, ranked #53.

SJS Investment Consulting first reported a position in SCHW in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2025. 847 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

SJS Investment Consulting held 10,497 shares of Charles Schwab worth $969K as of Q2 2026.
SJS Investment Consulting bought 95 Charles Schwab shares in Q2 2026, an estimated $8.66K.
Charles Schwab made up 0.11% of SJS Investment Consulting's portfolio in Q2 2026, its #53 holding.
SJS Investment Consulting first reported a position in Charles Schwab in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's Charles Schwab position peaked at $1.04M in Q4 2025.
847 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.