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YANKCOM Partnership’s Charles Schwab SCHW Stock Holding History

YANKCOM Partnership’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
Q3 		$141K Hold
1,440
– – 0.05% 166
2026
Q2 		$133K Sell
1,440
-23
-2% -$2.1K 0.05% 166
2026
Q1 		$137K Sell
1,463
-122
-8% -$12K 0.06% 158
2025
Q4 		$158K Buy
1,585
+145
+10% +$13.8K 0.07% 152
2025
Q3 		$137K Sell
1,440
-76
-5% -$7.21K 0.06% 158
2025
Q2 		$138K Hold
1,516
– – 0.07% 151
2025
Q1 		$119K Buy
1,516
+76
+5% +$5.96K 0.07% 151
2024
Q4 		$107K Buy
+1,440
New +$108K 0.06% 153

Other funds holding SCHW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

YANKCOM Partnership's SCHW Position: Q3 2026 in Review

YANKCOM Partnership held its Charles Schwab (SCHW) position steady in Q3 2026 at 1,440 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #166.

YANKCOM Partnership first reported a position in SCHW in Q4 2024 and has held it in 8 quarters since. The position peaked at $158K in Q4 2025. 1,559 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • YANKCOM Partnership held 1,440 shares of Charles Schwab worth $141K as of Q3 2026.
  • YANKCOM Partnership left its Charles Schwab share count unchanged in Q3 2026.
  • Charles Schwab made up 0.05% of YANKCOM Partnership's portfolio in Q3 2026, its #166 holding.
  • YANKCOM Partnership first reported a position in Charles Schwab in Q4 2024 and has held it in 8 quarters since.
  • YANKCOM Partnership's Charles Schwab position peaked at $158K in Q4 2025.
  • 1,559 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.