VIM
SCHW

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
Q2 		$19.6M Buy
216,732
+14,417
+7% +$1.31M 0.13% 150
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vinva Investment Management's SCHW Position: Q2 2026 in Review

Vinva Investment Management increased its Charles Schwab (SCHW) stake by 7.1% in Q2 2026, buying an estimated $1.31M and bringing the position to 216,732 shares worth $19.6M. The position accounts for 0.13% of the portfolio, ranked #150.

Vinva Investment Management first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.2M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Vinva Investment Management held 216,732 shares of Charles Schwab worth $19.6M as of Q2 2026.
  • Vinva Investment Management bought 14,417 Charles Schwab shares in Q2 2026, an estimated $1.31M.
  • Charles Schwab made up 0.13% of Vinva Investment Management's portfolio in Q2 2026, its #150 holding.
  • Vinva Investment Management first reported a position in Charles Schwab in Q1 2023 and has held it in 14 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 Q2 2026.

Based on Vinva Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.