Viewpoint Capital Management’s Charles Schwab SCHW Stock Holding History

Viewpoint 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	$461K	Hold	5,000	–	–	0.24%	62
2026 Q1	$470K	Hold	5,000	–	–	0.22%	71
2025 Q4	$500K	Hold	5,000	–	–	0.22%	69
2025 Q3	$477K	Hold	5,000	–	–	0.21%	68
2025 Q2	$456K	Hold	5,000	–	–	0.22%	69
2025 Q1	$391K	Hold	5,000	–	–	0.21%	77
2024 Q4	$370K	Hold	5,000	–	–	0.19%	77
2024 Q3	$322K	Hold	5,000	–	–	0.18%	84
2024 Q2	$368K	Hold	5,000	–	–	0.23%	72
2024 Q1	$362K	Hold	5,000	–	–	0.23%	74
2023 Q4	$344K	Hold	5,000	–	–	0.24%	71
2023 Q3	$275K	Hold	5,000	–	–	0.22%	71
2023 Q2	$283K	Buy	+5,000	New	+$262K	0.22%	75

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Viewpoint Capital Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 5,000 shares worth $461K. The position accounts for 0.24% of the portfolio, ranked #62.

Viewpoint Capital Management first reported a position in SCHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $500K in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Viewpoint Capital Management held 5,000 shares of Charles Schwab worth $461K as of Q2 2026.
Viewpoint Capital Management left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.24% of Viewpoint Capital Management's portfolio in Q2 2026, its #62 holding.
Viewpoint Capital Management first reported a position in Charles Schwab in Q2 2023 and has held it in 13 quarters since.
Viewpoint Capital Management's Charles Schwab position peaked at $500K in Q4 2025.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.