YCM
SCHW

Yousif Capital Management’s Charles Schwab SCHW Stock Holding History

Yousif 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 		$15.2M Sell
164,935
-14,950
-8% -$1.36M 0.17% 94
2026
Q1 		$16.9M Sell
179,885
-5,931
-3% -$582K 0.2% 79
2025
Q4 		$18.8M Sell
185,816
-13,242
-7% -$1.26M 0.21% 80
2025
Q3 		$19M Sell
199,058
-12,306
-6% -$1.17M 0.2% 79
2025
Q2 		$19.3M Sell
211,364
-1,309
-0.6% -$110K 0.21% 82
2025
Q1 		$16.6M Buy
212,673
+20,200
+10% +$1.59M 0.19% 92
2024
Q4 		$14.2M Sell
192,473
-6,537
-3% -$489K 0.16% 109
2024
Q3 		$12.9M Sell
199,010
-1,454
-0.7% -$95.5K 0.14% 134
2024
Q2 		$14.8M Sell
200,464
-1,478
-0.7% -$109K 0.17% 107
2024
Q1 		$14.6M Buy
201,942
+2,640
+1% +$174K 0.16% 111
2023
Q4 		$13.7M Sell
199,302
-8,592
-4% -$496K 0.16% 114
2023
Q3 		$11.4M Sell
207,894
-6,595
-3% -$399K 0.15% 135
2023
Q2 		$12.2M Sell
214,489
-3,535
-2% -$185K 0.15% 128
2023
Q1 		$11.4M Sell
218,024
-9,377
-4% -$687K 0.15% 131
2022
Q4 		$18.9M Buy
227,401
+7,939
+4% +$616K 0.25% 72
2022
Q3 		$15.8M Sell
219,462
-1,954
-0.9% -$136K 0.22% 72
2022
Q2 		$14M Sell
221,416
-3,655
-2% -$252K 0.18% 90
2022
Q1 		$19M Buy
225,071
+1,197
+0.5% +$105K 0.21% 80
2021
Q4 		$18.8M Buy
+223,874
New +$18.1M 0.19% 83

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
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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

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

Yousif Capital Management reduced its Charles Schwab (SCHW) stake by 8.3% in Q2 2026, selling an estimated $1.36M and leaving 164,935 shares worth $15.2M. The position accounts for 0.17% of the portfolio, ranked #94.

Yousif Capital Management first reported a position in SCHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.3M in Q2 2025. 519 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Yousif Capital Management held 164,935 shares of Charles Schwab worth $15.2M as of Q2 2026.
  • Yousif Capital Management sold 14,950 Charles Schwab shares in Q2 2026, an estimated $1.36M.
  • Charles Schwab made up 0.17% of Yousif Capital Management's portfolio in Q2 2026, its #94 holding.
  • Yousif Capital Management first reported a position in Charles Schwab in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Charles Schwab position peaked at $19.3M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.