WPC
SCHW

Wedmont Private Capital’s Charles Schwab SCHW Stock Holding History

Wedmont Private Capital’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 		$1.93M Sell
18,745
-160
-0.8% -$14.6K 0.05% 196
2026
Q1 		$1.83M Buy
18,905
+835
+5% +$81.9K 0.06% 176
2025
Q4 		$1.84M Buy
18,070
+474
+3% +$45K 0.06% 170
2025
Q3 		$1.65M Buy
17,596
+648
+4% +$61.5K 0.06% 191
2025
Q2 		$1.56M Buy
16,948
+641
+4% +$53.7K 0.07% 189
2025
Q1 		$1.25M Buy
16,307
+1,739
+12% +$136K 0.06% 192
2024
Q4 		$1.06M Buy
14,568
+1,751
+14% +$131K 0.06% 208
2024
Q3 		$824K Sell
12,817
-1,239
-9% -$81.4K 0.05% 241
2024
Q2 		$1.06M Buy
14,056
+926
+7% +$68.4K 0.07% 187
2024
Q1 		$949K Buy
13,130
+1,430
+12% +$94.2K 0.07% 191
2023
Q4 		$793K Buy
11,700
+632
+6% +$36.5K 0.06% 202
2023
Q3 		$573K Buy
11,068
+511
+5% +$30.9K 0.06% 226
2023
Q2 		$618K Sell
10,557
-15,104
-59% -$791K 0.07% 203
2023
Q1 		$1.33M Buy
25,661
+17,681
+222% +$1.29M 0.18% 82
2022
Q4 		$675K Buy
7,980
+426
+6% +$33.1K 0.1% 155
2022
Q3 		$543K Buy
7,554
+2,423
+47% +$168K 0.11% 151
2022
Q2 		$324K Buy
5,131
+662
+15% +$45.7K 0.07% 218
2022
Q1 		$368K Buy
4,469
+1,484
+50% +$131K 0.08% 192
2021
Q4 		$279K Buy
+2,985
New +$241K 0.09% 185

Other funds holding SCHW

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Wedmont Private Capital's SCHW Position: Q2 2026 in Review

Wedmont Private Capital reduced its Charles Schwab (SCHW) stake by 0.85% in Q2 2026, selling an estimated $14.6K and leaving 18,745 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #196.

Wedmont Private Capital first reported a position in SCHW in Q4 2021 and has held it in 19 quarters since. 349 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Wedmont Private Capital held 18,745 shares of Charles Schwab worth $1.93M as of Q2 2026.
  • Wedmont Private Capital sold 160 Charles Schwab shares in Q2 2026, an estimated $14.6K.
  • Charles Schwab made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #196 holding.
  • Wedmont Private Capital first reported a position in Charles Schwab in Q4 2021 and has held it in 19 quarters since.
  • 349 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.