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 Q3	$489K	Hold	5,000	–	–	0.23%	67
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	$274K	Hold	5,000	–	–	0.22%	71
2023 Q2	$283K	Buy	+5,000	New	+$262K	0.22%	75

Other funds holding SCHW

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Viewpoint Capital Management's SCHW Position: Q3 2026 in Review

Viewpoint Capital Management held its Charles Schwab (SCHW) position steady in Q3 2026 at 5,000 shares worth $489K. The position accounts for 0.23% of the portfolio, ranked #67.

Viewpoint Capital Management first reported a position in SCHW in Q2 2023 and has held it in 14 quarters since. The position peaked at $500K in Q4 2025. 1,122 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Viewpoint Capital Management held 5,000 shares of Charles Schwab worth $489K as of Q3 2026.
Viewpoint Capital Management left its Charles Schwab share count unchanged in Q3 2026.
Charles Schwab made up 0.23% of Viewpoint Capital Management's portfolio in Q3 2026, its #67 holding.
Viewpoint Capital Management first reported a position in Charles Schwab in Q2 2023 and has held it in 14 quarters since.
Viewpoint Capital Management's Charles Schwab position peaked at $500K in Q4 2025.
1,122 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.