WCM
SCHW

Wedge Capital Management’s Charles Schwab SCHW Stock Holding History

Wedge Capital 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 		$261K Sell
2,830
-441
-13% -$40.2K ﹤0.01% 462
2026
Q1 		$307K Buy
3,271
+458
+16% +$44.9K 0.01% 498
2025
Q4 		$281K Sell
2,813
-154
-5% -$14.6K 0.01% 496
2025
Q3 		$283K Sell
2,967
-65
-2% -$6.17K ﹤0.01% 511
2025
Q2 		$277K Sell
3,032
-241
-7% -$20.2K ﹤0.01% 493
2025
Q1 		$256K Buy
+3,273
New +$257K 0.01% 499
2024
Q2 		– Sell
-2,983
Closed -$216K – 511
2024
Q1 		$216K Buy
2,983
+32
+1% +$2.11K ﹤0.01% 488
2023
Q4 		$203K Buy
+2,951
New +$170K ﹤0.01% 483
2023
Q1 		– Sell
-3,191
Closed -$266K – 447
2022
Q4 		$266K Buy
+3,191
New +$248K ﹤0.01% 367
2022
Q1 		– Sell
-2,837
Closed -$239K – 443
2021
Q4 		$239K Buy
+2,837
New +$229K ﹤0.01% 375
2021
Q3 		– Sell
-3,156
Closed -$230K – 420
2021
Q2 		$230K Sell
3,156
-275
-8% -$19.5K ﹤0.01% 368
2021
Q1 		$224K Buy
+3,431
New +$208K ﹤0.01% 486

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Wedge Capital Management's SCHW Position: Q2 2026 in Review

Wedge Capital Management reduced its Charles Schwab (SCHW) stake by 13% in Q2 2026, selling an estimated $40.2K and leaving 2,830 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Wedge Capital Management first reported a position in SCHW in Q1 2021 and has held it in 12 quarters since. The position peaked at $307K in Q1 2026. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Wedge Capital Management held 2,830 shares of Charles Schwab worth $261K as of Q2 2026.
  • Wedge Capital Management sold 441 Charles Schwab shares in Q2 2026, an estimated $40.2K.
  • Charles Schwab made up ﹤0.01% of Wedge Capital Management's portfolio in Q2 2026, its #462 holding.
  • Wedge Capital Management first reported a position in Charles Schwab in Q1 2021 and has held it in 12 quarters since.
  • Wedge Capital Management's Charles Schwab position peaked at $307K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.