Triumph Capital Management’s Charles Schwab SCHW Stock Holding History

Triumph Capital Management’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	$332K	Sell	3,602 -372	-9%	-$33.9K	0.06%	286
2026 Q1	$373K	Buy	3,974 +76	+2%	+$7.45K	0.08%	228
2025 Q4	$389K	Buy	3,898 +10	+0.3%	+$949	0.08%	206
2025 Q3	$371K	Sell	3,888 -9	-0.2%	-$854	0.1%	213
2025 Q2	$356K	Buy	3,897 +250	+7%	+$20.9K	0.11%	201
2025 Q1	$285K	Sell	3,647 -350	-9%	-$27.5K	0.1%	220
2024 Q4	$296K	Sell	3,997 -7,177	-64%	-$537K	0.1%	215
2024 Q3	$724K	Buy	+11,174	New	+$734K	0.26%	98
2024 Q2	–	Sell	-3,048	Closed	-$221K	–	269
2024 Q1	$221K	Sell	3,048 -451	-13%	-$29.7K	0.09%	203
2023 Q4	$241K	Sell	3,499 -2,328	-40%	-$134K	0.1%	177
2023 Q3	$320K	Sell	5,827 -7,573	-57%	-$458K	0.15%	145
2023 Q2	$760K	Buy	+13,400	New	+$702K	0.34%	61

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Triumph Capital Management's SCHW Position: Q2 2026 in Review

Triumph Capital Management reduced its Charles Schwab (SCHW) stake by 9.4% in Q2 2026, selling an estimated $33.9K and leaving 3,602 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #286.

Triumph Capital Management first reported a position in SCHW in Q2 2023 and has held it in 12 quarters since. The position peaked at $760K in Q2 2023. 537 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Triumph Capital Management held 3,602 shares of Charles Schwab worth $332K as of Q2 2026.
Triumph Capital Management sold 372 Charles Schwab shares in Q2 2026, an estimated $33.9K.
Charles Schwab made up 0.06% of Triumph Capital Management's portfolio in Q2 2026, its #286 holding.
Triumph Capital Management first reported a position in Charles Schwab in Q2 2023 and has held it in 12 quarters since.
Triumph Capital Management's Charles Schwab position peaked at $760K in Q2 2023.
537 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.