TVPW
SCHW

Third View Private Wealth’s Charles Schwab SCHW Stock Holding History

Third View Private 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
Q2 		$490K Buy
5,309
+2,489
+88% +$227K 0.06% 182
2026
Q1 		$265K Buy
2,820
+747
+36% +$73.3K 0.04% 245
2025
Q4 		$207K Buy
+2,073
New +$197K 0.03% 262

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Third View Private Wealth's SCHW Position: Q2 2026 in Review

Third View Private Wealth increased its Charles Schwab (SCHW) stake by 88% in Q2 2026, buying an estimated $227K and bringing the position to 5,309 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #182.

Third View Private Wealth first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Third View Private Wealth held 5,309 shares of Charles Schwab worth $490K as of Q2 2026.
  • Third View Private Wealth bought 2,489 Charles Schwab shares in Q2 2026, an estimated $227K.
  • Charles Schwab made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #182 holding.
  • Third View Private Wealth first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.