SSW
SCHW icon

Stone Summit Wealth’s Charles Schwab SCHW Stock Holding History

Stone Summit 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 		$1.07M Hold
10,900
– – 0.29% 65
2026
Q2 		$1.01M Hold
10,900
– – 0.26% 68
2026
Q1 		$1.02M Hold
10,900
– – 0.29% 67
2025
Q4 		$1.09M Hold
10,900
– – 0.3% 66
2025
Q3 		$1.04M Buy
+10,900
New +$1.03M 0.3% 66

Other funds holding SCHW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Stone Summit Wealth's SCHW Position: Q3 2026 in Review

Stone Summit Wealth held its Charles Schwab (SCHW) position steady in Q3 2026 at 10,900 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #65.

Stone Summit Wealth first reported a position in SCHW in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2025. 500 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Stone Summit Wealth held 10,900 shares of Charles Schwab worth $1.07M as of Q3 2026.
  • Stone Summit Wealth left its Charles Schwab share count unchanged in Q3 2026.
  • Charles Schwab made up 0.29% of Stone Summit Wealth's portfolio in Q3 2026, its #65 holding.
  • Stone Summit Wealth first reported a position in Charles Schwab in Q3 2025 and has held it in 5 quarters since.
  • Stone Summit Wealth's Charles Schwab position peaked at $1.09M in Q4 2025.
  • 500 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.