VIA
SCHW

Victrix Investment Advisors’s Charles Schwab SCHW Stock Holding History

Victrix Investment 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
Q2 		$4.44M Buy
48,070
+2,807
+6% +$256K 1.86% 23
2026
Q1 		$4.25M Buy
45,263
+1,855
+4% +$182K 1.54% 23
2025
Q4 		$4.34M Sell
43,408
-430
-1% -$40.8K 1.68% 21
2025
Q3 		$4.19M Buy
43,838
+902
+2% +$85.6K 2.29% 17
2025
Q2 		$3.92M Sell
42,936
-312
-0.7% -$26.1K 1.73% 23
2025
Q1 		$3.24M Sell
43,248
-641
-1% -$50.3K 1.7% 23
2024
Q4 		$3.25M Buy
+43,889
New +$3.28M 2.34% 16

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victrix Investment Advisors's SCHW Position: Q2 2026 in Review

Victrix Investment Advisors increased its Charles Schwab (SCHW) stake by 6.2% in Q2 2026, buying an estimated $256K and bringing the position to 48,070 shares worth $4.44M. The position accounts for 1.86% of the portfolio, ranked #23.

Victrix Investment Advisors first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Victrix Investment Advisors held 48,070 shares of Charles Schwab worth $4.44M as of Q2 2026.
  • Victrix Investment Advisors bought 2,807 Charles Schwab shares in Q2 2026, an estimated $256K.
  • Charles Schwab made up 1.86% of Victrix Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Victrix Investment Advisors first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.