VWM
SCHW

Valley Wealth Managers’s Charles Schwab SCHW Stock Holding History

Valley Wealth Managers’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 		$48.9K Hold
500
– – ﹤0.01% 225
2026
Q2 		$46.1K Hold
500
– – ﹤0.01% 222
2026
Q1 		$47K Hold
500
– – ﹤0.01% 219
2025
Q4 		$50K Hold
500
– – ﹤0.01% 216
2025
Q3 		$47.7K Buy
+500
New +$47.5K ﹤0.01% 208

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Valley Wealth Managers's SCHW Position: Q3 2026 in Review

Valley Wealth Managers held its Charles Schwab (SCHW) position steady in Q3 2026 at 500 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Valley Wealth Managers first reported a position in SCHW in Q3 2025 and has held it in 5 quarters since. The position peaked at $50K in Q4 2025. 108 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Valley Wealth Managers held 500 shares of Charles Schwab worth $48.9K as of Q3 2026.
  • Valley Wealth Managers left its Charles Schwab share count unchanged in Q3 2026.
  • Charles Schwab made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #225 holding.
  • Valley Wealth Managers first reported a position in Charles Schwab in Q3 2025 and has held it in 5 quarters since.
  • Valley Wealth Managers's Charles Schwab position peaked at $50K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.