AP
SCHW

Atwood & Palmer’s Charles Schwab SCHW Stock Holding History

Atwood & Palmer’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 		$443K Buy
4,535
+6
+0.1% +$632 0.02% 126
2026
Q2 		$418K Sell
4,529
-25
-0.5% -$2.28K 0.02% 126
2026
Q1 		$428K Buy
4,554
+2,542
+126% +$249K 0.02% 124
2025
Q4 		$201K Buy
2,012
+6
+0.3% +$569 0.01% 149
2025
Q3 		$191K Sell
2,006
-307
-13% -$29.1K 0.01% 155
2025
Q2 		$211K Buy
2,313
+2,000
+639% +$167K 0.01% 150
2025
Q1 		$24.5K Buy
+313
New +$24.6K ﹤0.01% 276
2022
Q2 		– Sell
-65
Closed -$5K – 437
2022
Q1 		$5K Hold
65
– – ﹤0.01% 396
2021
Q4 		$5K Hold
65
– – ﹤0.01% 403
2021
Q3 		$5K Hold
65
– – ﹤0.01% 383
2021
Q2 		$5K Hold
65
– – ﹤0.01% 368
2021
Q1 		$4K Buy
+65
New +$3.94K ﹤0.01% 400
2020
Q3 		– Sell
-475
Closed -$16K – 343
2020
Q2 		$16K Hold
475
– – ﹤0.01% 240
2020
Q1 		$16K Buy
+475
New +$19.9K ﹤0.01% 231
2019
Q1 		– Sell
-230
Closed -$10K – 333
2018
Q4 		$10K Buy
+230
New +$10.4K ﹤0.01% 252
2016
Q1 		– Sell
-426
Closed -$14K – 377
2015
Q4 		$14K Hold
426
– – ﹤0.01% 298
2015
Q3 		$12K Hold
426
– – ﹤0.01% 319
2015
Q2 		$14K Buy
+426
New +$13.5K ﹤0.01% 272

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Atwood & Palmer's SCHW Position: Q3 2026 in Review

Atwood & Palmer increased its Charles Schwab (SCHW) stake by 0.13% in Q3 2026, buying an estimated $632 and bringing the position to 4,535 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #126.

Atwood & Palmer first reported a position in SCHW in Q2 2015 and has held it in 18 quarters since. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Atwood & Palmer held 4,535 shares of Charles Schwab worth $443K as of Q3 2026.
  • Atwood & Palmer bought 6 Charles Schwab shares in Q3 2026, an estimated $632.
  • Charles Schwab made up 0.02% of Atwood & Palmer's portfolio in Q3 2026, its #126 holding.
  • Atwood & Palmer first reported a position in Charles Schwab in Q2 2015 and has held it in 18 quarters since.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.