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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Atwood & Palmer's SCHW Position: Q2 2026 in Review

Atwood & Palmer reduced its Charles Schwab (SCHW) stake by 0.55% in Q2 2026, selling an estimated $2.28K and leaving 4,529 shares worth $418K. 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 17 quarters since. The position peaked at $428K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Atwood & Palmer held 4,529 shares of Charles Schwab worth $418K as of Q2 2026.
Atwood & Palmer sold 25 Charles Schwab shares in Q2 2026, an estimated $2.28K.
Charles Schwab made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #126 holding.
Atwood & Palmer first reported a position in Charles Schwab in Q2 2015 and has held it in 17 quarters since.
Atwood & Palmer's Charles Schwab position peaked at $428K in Q1 2026.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.