StackStone Wealth’s Charles Schwab SCHW Stock Holding History

StackStone Wealth’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 Q3	$3.09M	Buy	+31,659	New	+$3.33M	0.31%	84

Other funds holding SCHW

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

StackStone Wealth's SCHW Position: Q3 2026 in Review

StackStone Wealth opened a new position in Charles Schwab (SCHW) in Q3 2026: 31,659 shares worth $3.09M. The stake represents 0.31% of the portfolio and ranks #84 among its holdings.

921 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

StackStone Wealth held 31,659 shares of Charles Schwab worth $3.09M as of Q3 2026.
Charles Schwab was a new StackStone Wealth position in Q3 2026.
Charles Schwab made up 0.31% of StackStone Wealth's portfolio in Q3 2026, its #84 holding.
921 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.