BFA
SCHW

Beaumont Financial Advisors’s Charles Schwab SCHW Stock Holding History

Beaumont Financial Advisors’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 		$270K Sell
2,921
-49
-2% -$4.47K 0.02% 324
2026
Q1 		$279K Buy
2,970
+34
+1% +$3.33K 0.02% 308
2025
Q4 		$293K Buy
2,936
+22
+0.8% +$2.09K 0.02% 299
2025
Q3 		$278K Buy
2,914
+24
+0.8% +$2.28K 0.02% 328
2025
Q2 		$264K Buy
2,890
+140
+5% +$11.7K 0.02% 319
2025
Q1 		$215K Buy
2,750
+40
+1% +$3.14K 0.02% 348
2024
Q4 		$201K Buy
+2,710
New +$203K 0.02% 362
2024
Q3 		– Sell
-4,479
Closed -$330K – 372
2024
Q2 		$330K Buy
4,479
+137
+3% +$10.1K 0.03% 260
2024
Q1 		$314K Buy
4,342
+54
+1% +$3.56K 0.03% 269
2023
Q4 		$295K Buy
4,288
+112
+3% +$6.47K 0.03% 266
2023
Q3 		$229K Buy
4,176
+12
+0.3% +$725 0.02% 288
2023
Q2 		$236K Buy
4,164
+311
+8% +$16.3K 0.02% 307
2023
Q1 		$202K Buy
3,853
+133
+4% +$9.74K 0.02% 299
2022
Q4 		$310K Buy
3,720
+20
+0.5% +$1.55K 0.03% 248
2022
Q3 		$266K Buy
3,700
+25
+0.7% +$1.74K 0.03% 261
2022
Q2 		$232K Buy
3,675
+310
+9% +$21.4K 0.02% 277
2022
Q1 		$284K Hold
3,365
– – 0.02% 288
2021
Q4 		$283K Buy
3,365
+41
+1% +$3.32K 0.02% 283
2021
Q3 		$242K Sell
3,324
-50
-1% -$3.57K 0.02% 310
2021
Q2 		$246K Buy
3,374
+50
+2% +$3.54K 0.02% 330
2021
Q1 		$217K Buy
+3,324
New +$202K 0.02% 319

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beaumont Financial Advisors's SCHW Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Charles Schwab (SCHW) stake by 1.6% in Q2 2026, selling an estimated $4.47K and leaving 2,921 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #324.

Beaumont Financial Advisors first reported a position in SCHW in Q1 2021 and has held it in 21 quarters since. The position peaked at $330K in Q2 2024. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Beaumont Financial Advisors held 2,921 shares of Charles Schwab worth $270K as of Q2 2026.
  • Beaumont Financial Advisors sold 49 Charles Schwab shares in Q2 2026, an estimated $4.47K.
  • Charles Schwab made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #324 holding.
  • Beaumont Financial Advisors first reported a position in Charles Schwab in Q1 2021 and has held it in 21 quarters since.
  • Beaumont Financial Advisors's Charles Schwab position peaked at $330K in Q2 2024.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.