VWM
SCHW

Vigilare Wealth Management’s Charles Schwab SCHW Stock Holding History

Vigilare Wealth 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 		$674K Sell
7,308
-55
-0.7% -$5.02K 0.21% 60
2026
Q1 		$692K Sell
7,363
-2,336
-24% -$229K 0.23% 51
2025
Q4 		$969K Sell
9,699
-1,426
-13% -$135K 0.33% 43
2025
Q3 		$1.06M Buy
11,125
+1,101
+11% +$105K 0.37% 46
2025
Q2 		$915K Buy
+10,024
New +$839K 0.34% 48

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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Vigilare Wealth Management's SCHW Position: Q2 2026 in Review

Vigilare Wealth Management reduced its Charles Schwab (SCHW) stake by 0.75% in Q2 2026, selling an estimated $5.02K and leaving 7,308 shares worth $674K. The position accounts for 0.21% of the portfolio, ranked #60.

Vigilare Wealth Management first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2025. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Vigilare Wealth Management held 7,308 shares of Charles Schwab worth $674K as of Q2 2026.
  • Vigilare Wealth Management sold 55 Charles Schwab shares in Q2 2026, an estimated $5.02K.
  • Charles Schwab made up 0.21% of Vigilare Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Vigilare Wealth Management first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • Vigilare Wealth Management's Charles Schwab position peaked at $1.06M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.