Vinva Investment Management’s Charles Schwab SCHW Stock Holding History

Vinva Investment 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 Q1	$18.8M	Sell	202,315 -9,018	-4%	-$884K	0.23%	105
2025 Q4	$21.2M	Buy	211,333 +84,788	+67%	+$8.04M	0.26%	97
2025 Q3	$12.3M	Buy	126,545 +11,664	+10%	+$1.11M	0.24%	105
2025 Q2	$10.3M	Buy	114,881 +28,045	+32%	+$2.35M	0.27%	94
2025 Q1	$6.76M	Buy	86,836 +13,904	+19%	+$1.09M	0.27%	95
2024 Q4	$5.39M	Buy	72,932 +26,104	+56%	+$1.95M	0.21%	118
2024 Q3	$3.02M	Sell	46,828 -2,765	-6%	-$182K	0.13%	178
2024 Q2	$3.65M	Buy	49,593 +7,711	+18%	+$570K	0.18%	129
2024 Q1	$3.03M	Sell	41,882 -8,732	-17%	-$575K	0.17%	148
2023 Q4	$3.52M	Buy	50,614 +7,542	+18%	+$436K	0.24%	106
2023 Q3	$2.35M	Buy	43,072 +293	+0.7%	+$17.7K	0.22%	112
2023 Q2	$2.44M	Sell	42,779 -6,120	-13%	-$321K	0.21%	124
2023 Q1	$2.57M	Buy	+48,899	New	+$3.58M	0.21%	120

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vinva Investment Management's SCHW Position: Q1 2026 in Review

Vinva Investment Management reduced its Charles Schwab (SCHW) stake by 4.3% in Q1 2026, selling an estimated $884K and leaving 202,315 shares worth $18.8M. The position accounts for 0.23% of the portfolio, ranked #105.

Vinva Investment Management first reported a position in SCHW in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.2M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Vinva Investment Management held 202,315 shares of Charles Schwab worth $18.8M as of Q1 2026.
Vinva Investment Management sold 9,018 Charles Schwab shares in Q1 2026, an estimated $884K.
Charles Schwab made up 0.23% of Vinva Investment Management's portfolio in Q1 2026, its #105 holding.
Vinva Investment Management first reported a position in Charles Schwab in Q1 2023 and has held it in 13 quarters since.
Vinva Investment Management's Charles Schwab position peaked at $21.2M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.