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Tactive Advisors’s Charles Schwab SCHW Stock Holding History

Tactive 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
Q3 		$665K Sell
6,808
-1,050
-13% -$111K 0.16% 127
2026
Q2 		$725K Sell
7,858
-1,233
-14% -$112K 0.18% 115
2026
Q1 		$854K Buy
9,091
+1,231
+16% +$121K 0.24% 99
2025
Q4 		$785K Buy
7,860
+3,207
+69% +$304K 0.23% 105
2025
Q3 		$444K Sell
4,653
-236
-5% -$22.4K 0.13% 156
2025
Q2 		$446K Buy
+4,889
New +$409K 0.14% 137
2024
Q1 		$430K Buy
+5,951
New +$392K 0.23% 76

Other funds holding SCHW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Tactive Advisors's SCHW Position: Q3 2026 in Review

Tactive Advisors reduced its Charles Schwab (SCHW) stake by 13% in Q3 2026, selling an estimated $111K and leaving 6,808 shares worth $665K. The position accounts for 0.16% of the portfolio, ranked #127.

Tactive Advisors first reported a position in SCHW in Q1 2024 and has held it in 7 quarters since. The position peaked at $854K in Q1 2026. 234 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Tactive Advisors held 6,808 shares of Charles Schwab worth $665K as of Q3 2026.
  • Tactive Advisors sold 1,050 Charles Schwab shares in Q3 2026, an estimated $111K.
  • Charles Schwab made up 0.16% of Tactive Advisors's portfolio in Q3 2026, its #127 holding.
  • Tactive Advisors first reported a position in Charles Schwab in Q1 2024 and has held it in 7 quarters since.
  • Tactive Advisors's Charles Schwab position peaked at $854K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.