SkyView Investment Advisors’s Charles Schwab SCHW Stock Holding History

SkyView Investment Advisors’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 Q1	$737K	Sell	7,838 -410	-5%	-$40.2K	0.1%	149
2025 Q4	$825K	Sell	8,248 -291	-3%	-$27.6K	0.1%	148
2025 Q3	$815K	Sell	8,539 -149	-2%	-$14.1K	0.1%	152
2025 Q2	$782K	Sell	8,688 -90	-1%	-$7.54K	0.11%	158
2025 Q1	$687K	Buy	8,778 +607	+7%	+$47.6K	0.1%	165
2024 Q4	$605K	Buy	+8,171	New	+$611K	0.1%	180
2023 Q3	–	Sell	-20,485	Closed	-$1.16M	–	738
2023 Q2	$1.16M	Sell	20,485 -14,674	-42%	-$769K	0.29%	101
2023 Q1	$1.84M	Buy	35,159 +11,591	+49%	+$849K	0.43%	55
2022 Q4	$1.96M	Sell	23,568 -1,013	-4%	-$78.6K	0.59%	43
2022 Q3	$1.77M	Buy	24,581 +2,384	+11%	+$166K	0.52%	48
2022 Q2	$1.4M	Buy	22,197 +34	+0.2%	+$2.35K	0.37%	77
2022 Q1	$1.73M	Buy	22,163 +9,108	+70%	+$801K	0.41%	56
2021 Q4	$1.67M	Sell	13,055 -1,087	-8%	-$87.9K	0.37%	64
2021 Q3	$1.03M	Buy	+14,142	New	+$1.01M	0.29%	88

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SkyView Investment Advisors's SCHW Position: Q1 2026 in Review

SkyView Investment Advisors reduced its Charles Schwab (SCHW) stake by 5% in Q1 2026, selling an estimated $40.2K and leaving 7,838 shares worth $737K. The position accounts for 0.1% of the portfolio, ranked #149.

SkyView Investment Advisors first reported a position in SCHW in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.96M in Q4 2022. 2,333 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

SkyView Investment Advisors held 7,838 shares of Charles Schwab worth $737K as of Q1 2026.
SkyView Investment Advisors sold 410 Charles Schwab shares in Q1 2026, an estimated $40.2K.
Charles Schwab made up 0.1% of SkyView Investment Advisors's portfolio in Q1 2026, its #149 holding.
SkyView Investment Advisors first reported a position in Charles Schwab in Q3 2021 and has held it in 14 quarters since.
SkyView Investment Advisors's Charles Schwab position peaked at $1.96M in Q4 2022.
2,333 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.