SP
SCHW

Stablepoint Partners’s Charles Schwab SCHW Stock Holding History

Stablepoint Partners’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 		$1.16M Buy
12,611
+163
+1% +$14.9K 0.16% 153
2026
Q1 		$1.17M Buy
12,448
+99
+0.8% +$9.71K 0.17% 149
2025
Q4 		$1.23M Buy
12,349
+112
+0.9% +$10.6K 0.19% 136
2025
Q3 		$1.17M Sell
12,237
-440
-3% -$41.8K 0.19% 143
2025
Q2 		$1.16M Buy
12,677
+448
+4% +$37.5K 0.2% 140
2025
Q1 		$957K Sell
12,229
-257
-2% -$20.2K 0.17% 144
2024
Q4 		$924K Buy
12,486
+141
+1% +$10.6K 0.17% 148
2024
Q3 		$800K Buy
12,345
+624
+5% +$41K 0.15% 150
2024
Q2 		$765K Buy
11,721
+822
+8% +$60.7K 0.15% 151
2024
Q1 		$788K Sell
10,899
-803
-7% -$52.9K 0.16% 147
2023
Q4 		$805K Buy
+11,702
New +$676K 0.21% 127

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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Stablepoint Partners's SCHW Position: Q2 2026 in Review

Stablepoint Partners increased its Charles Schwab (SCHW) stake by 1.3% in Q2 2026, buying an estimated $14.9K and bringing the position to 12,611 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #153.

Stablepoint Partners first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2025. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Stablepoint Partners held 12,611 shares of Charles Schwab worth $1.16M as of Q2 2026.
  • Stablepoint Partners bought 163 Charles Schwab shares in Q2 2026, an estimated $14.9K.
  • Charles Schwab made up 0.16% of Stablepoint Partners's portfolio in Q2 2026, its #153 holding.
  • Stablepoint Partners first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • Stablepoint Partners's Charles Schwab position peaked at $1.23M in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.