Question 1

Does Vident Advisory own SCHW stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Vident Advisory holds 693,955 shares of SCHW (Charles Schwab), worth $64M.

Question 2

How many shares of SCHW does Vident Advisory own?

Accepted Answer

As of its Q2 2026 13F, Vident Advisory holds 693,955 shares of SCHW (Charles Schwab).

Question 3

What is Vident Advisory's SCHW position worth?

Accepted Answer

As of its Q2 2026 13F, Vident Advisory's SCHW position is worth $64M.

Question 4

Is Vident Advisory buying or selling SCHW?

Accepted Answer

In Q2 2026, Vident Advisory increased its SCHW position by 144,132 shares (+26.2%).

Question 5

When did Vident Advisory first buy SCHW?

Accepted Answer

Vident Advisory already held SCHW in its Q3 2023 13F, the earliest on record, and has listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	693,955	+26.2%	$64M	0.5%	$92.00	44
2026-Q1	Decreased	549,823	-4.1%	$51.7M	0.4%	$93.37	0
2025-Q4	Increased	573,148	+30.5%	$57.3M	0.5%	$98.93	52
2025-Q3	Increased	439,202	+36.0%	$41.9M	0.4%	$94.27	45
2025-Q2	Increased	323,063	+461.0%	$29.5M	0.3%	$89.84	56
2025-Q1	Increased	57,588	+22.0%	$4.5M	0.1%	$76.83	32
2024-Q4	Increased	47,194	+46.5%	$3.5M	0.1%	$72.40	36
2024-Q3	Increased	32,207	+27.9%	$2.1M	0.1%	$63.18	32

SCHWShowing 8 of 12 quarters

SCHW
Showing 8 of 12 quarters