Vima LLC
SCHW icon

Vima LLC’s Charles Schwab SCHW Stock Holding History

Vima LLC’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 		$1.01M Buy
10,352
+1
+0% +$105 1.03% 32
2026
Q2 		$955K Buy
+10,351
New +$944K 0.93% 35
2024
Q3 		$696K Sell
10,736
-185
-2% -$12.2K 1.42% 25
2024
Q2 		$805K Sell
10,921
-581
-5% -$42.9K 1.75% 21
2024
Q1 		$602K Buy
11,502
+343
+3% +$22.6K 0.7% 17
2023
Q4 		$768K Buy
+11,159
New +$644K 1.77% 17

Other funds holding SCHW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vima LLC's SCHW Position: Q3 2026 in Review

Vima LLC increased its Charles Schwab (SCHW) stake by 0.01% in Q3 2026, buying an estimated $105 and bringing the position to 10,352 shares worth $1.01M. The position accounts for 1.03% of the portfolio, ranked #32.

Vima LLC first reported a position in SCHW in Q4 2023 and has held it in 6 quarters since. 1,791 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Vima LLC held 10,352 shares of Charles Schwab worth $1.01M as of Q3 2026.
  • Vima LLC bought 1 Charles Schwab share in Q3 2026, an estimated $105.
  • Charles Schwab made up 1.03% of Vima LLC's portfolio in Q3 2026, its #32 holding.
  • Vima LLC first reported a position in Charles Schwab in Q4 2023 and has held it in 6 quarters since.
  • 1,791 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.