Vise Technologies’s Charles Schwab SCHW Stock Holding History

Vise Technologies’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	$4.59M	Buy	49,754 +18,671	+60%	+$1.7M	0.05%	295
2026 Q1	$3.11M	Hold	31,083	–	–	0.06%	253
2025 Q4	$3.11M	Buy	31,083 +9,940	+47%	+$943K	0.06%	254
2025 Q3	$2.02M	Buy	21,143 +1,801	+9%	+$171K	0.08%	249
2025 Q2	$1.76M	Buy	+19,342	New	+$1.62M	0.07%	292
2024 Q4	$899K	Buy	12,146 +7,261	+149%	+$543K	0.07%	285
2024 Q3	$317K	Buy	4,885 +2,082	+74%	+$137K	0.04%	428
2024 Q2	$207K	Buy	2,803 +30	+1%	+$2.22K	0.04%	397
2024 Q1	$201K	Sell	2,773 -142	-5%	-$9.35K	0.04%	365
2023 Q4	$201K	Buy	+2,915	New	+$168K	0.04%	343

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vise Technologies's SCHW Position: Q2 2026 in Review

Vise Technologies increased its Charles Schwab (SCHW) stake by 60% in Q2 2026, buying an estimated $1.7M and bringing the position to 49,754 shares worth $4.59M. The position accounts for 0.05% of the portfolio, ranked #295.

Vise Technologies first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Vise Technologies held 49,754 shares of Charles Schwab worth $4.59M as of Q2 2026.
Vise Technologies bought 18,671 Charles Schwab shares in Q2 2026, an estimated $1.7M.
Charles Schwab made up 0.05% of Vise Technologies's portfolio in Q2 2026, its #295 holding.
Vise Technologies first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.