Birch Hill Investment Advisors’s Charles Schwab SCHW Stock Holding History

Birch Hill Investment 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	$243K	Buy	+2,630	New	+$240K	0.01%	195

Other funds holding SCHW

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Birch Hill Investment Advisors's SCHW Position: Q2 2026 in Review

Birch Hill Investment Advisors opened a new position in Charles Schwab (SCHW) in Q2 2026: 2,630 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings.

689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Birch Hill Investment Advisors held 2,630 shares of Charles Schwab worth $243K as of Q2 2026.
Charles Schwab was a new Birch Hill Investment Advisors position in Q2 2026.
Charles Schwab made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #195 holding.
689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.