SEC 13F Intelligence

Aviso Wealth Management / SCHW

Aviso Wealth Management’s Schwab Charles Corp Position

Does Aviso Wealth Management own Schwab Charles Corp (SCHW)? Yes — 23.8K shares worth $2M (+1.01% of its 13F portfolio) as of Q1 2026, up from 23.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
23.8K
% of Portfolio
+1.01%
Quarters Held
10
currently held

Position History SCHW

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $949,089Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.8K$2M+1.01%
Q4 202523.2K$2M+0.97%
Q3 202520.6K$2M+0.86%
Q2 202520.1K$2M+0.86%
Q1 202518.9K$1M+0.78%
Q4 202413.6K$1M+0.51%
Q3 202414.6K$949,089+0.51%
Q2 202415.7K$1M+0.69%
Q1 202416.9K$1M+0.77%
Q4 202316.9K$1M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aviso Wealth Management’s full portfolio or all institutional holders of SCHW.