Sweeney & Michel’s Charles Schwab SCHW Stock Holding History

Sweeney & Michel’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	$809K	Buy	8,277 +23	+0.3%	+$2.42K	0.22%	71
2026 Q2	$888K	Buy	8,254 +921	+13%	+$84K	0.23%	67
2026 Q1	$710K	Buy	7,333 +115	+2%	+$11.3K	0.21%	71
2025 Q4	$689K	Buy	7,218 +698	+11%	+$66.2K	0.2%	73
2025 Q3	$600K	Buy	6,520 +12	+0.2%	+$1.14K	0.2%	76
2025 Q2	$599K	Buy	6,508 +12	+0.2%	+$1K	0.21%	71
2025 Q1	$454K	Buy	+6,496	New	+$510K	0.2%	77
2024 Q3	$466K	Buy	6,529 +1,330	+26%	+$87.4K	0.18%	81
2024 Q2	$388K	Buy	5,199 +508	+11%	+$37.5K	0.17%	82
2024 Q1	$362K	Buy	+4,691	New	+$309K	0.16%	83
2023 Q3	$359K	Sell	6,548 -287	-4%	-$17.3K	0.19%	79
2023 Q2	$448K	Hold	6,835	–	–	0.23%	72
2023 Q1	$373K	Buy	+6,835	New	+$501K	0.2%	80

Other funds holding SCHW

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Sweeney & Michel's SCHW Position: Q3 2026 in Review

Sweeney & Michel increased its Charles Schwab (SCHW) stake by 0.28% in Q3 2026, buying an estimated $2.42K and bringing the position to 8,277 shares worth $809K. The position accounts for 0.22% of the portfolio, ranked #71.

Sweeney & Michel first reported a position in SCHW in Q1 2023 and has held it in 13 quarters since. The position peaked at $888K in Q2 2026. 1,559 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Sweeney & Michel held 8,277 shares of Charles Schwab worth $809K as of Q3 2026.
Sweeney & Michel bought 23 Charles Schwab shares in Q3 2026, an estimated $2.42K.
Charles Schwab made up 0.22% of Sweeney & Michel's portfolio in Q3 2026, its #71 holding.
Sweeney & Michel first reported a position in Charles Schwab in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Charles Schwab position peaked at $888K in Q2 2026.
1,559 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.