Third View Private Wealth
SCHW icon

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
Q3 		$622K Buy
6,367
+1,058
+20% +$111K 0.07% 153
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Third View Private Wealth's SCHW Position: Q3 2026 in Review

Third View Private Wealth increased its Charles Schwab (SCHW) stake by 20% in Q3 2026, buying an estimated $111K and bringing the position to 6,367 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #153.

Third View Private Wealth first reported a position in SCHW in Q4 2025 and has held it in 4 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Third View Private Wealth held 6,367 shares of Charles Schwab worth $622K as of Q3 2026.
  • Third View Private Wealth bought 1,058 Charles Schwab shares in Q3 2026, an estimated $111K.
  • Charles Schwab made up 0.07% of Third View Private Wealth's portfolio in Q3 2026, its #153 holding.
  • Third View Private Wealth first reported a position in Charles Schwab in Q4 2025 and has held it in 4 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.