Boston Trust Walden’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $592K | Hold |
6,420
| – | – | ﹤0.01% | 326 |
|
|
2026
Q1 | $603K | Sell |
6,420
-2,000
| -24% | -$196K | 0.01% | 317 |
|
|
2025
Q4 | $841K | Sell |
8,420
-250
| -3% | -$23.7K | 0.01% | 292 |
|
|
2025
Q3 | $828K | Hold |
8,670
| – | – | 0.01% | 293 |
|
|
2025
Q2 | $791K | Buy |
8,670
+2,004
| +30% | +$168K | 0.01% | 293 |
|
|
2025
Q1 | $522K | Hold |
6,666
| – | – | ﹤0.01% | 316 |
|
|
2024
Q4 | $493K | Buy |
6,666
+120
| +2% | +$8.98K | ﹤0.01% | 318 |
|
|
2024
Q3 | $424K | Hold |
6,546
| – | – | ﹤0.01% | 328 |
|
|
2024
Q2 | $482K | Sell |
6,546
-109
| -2% | -$8.05K | ﹤0.01% | 323 |
|
|
2024
Q1 | $481K | Hold |
6,655
| – | – | ﹤0.01% | 316 |
|
|
2023
Q4 | $458K | Buy |
6,655
+76
| +1% | +$4.39K | ﹤0.01% | 316 |
|
|
2023
Q3 | $361K | Hold |
6,579
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $373K | Sell |
6,579
-1,330
| -17% | -$69.7K | ﹤0.01% | 325 |
|
|
2023
Q1 | $414K | Buy |
7,909
+2,295
| +41% | +$168K | ﹤0.01% | 322 |
|
|
2022
Q4 | $467K | Hold |
5,614
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $403K | Buy |
5,614
+309
| +6% | +$21.5K | ﹤0.01% | 314 |
|
|
2022
Q2 | $335K | Buy |
5,305
+35
| +0.7% | +$2.41K | ﹤0.01% | 329 |
|
|
2022
Q1 | $444K | Hold |
5,270
| – | – | ﹤0.01% | 324 |
|
|
2021
Q4 | $443K | Hold |
5,270
| – | – | ﹤0.01% | 335 |
|
|
2021
Q3 | $384K | Hold |
5,270
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $384K | Hold |
5,270
| – | – | ﹤0.01% | 340 |
|
|
2021
Q1 | $343K | Hold |
5,270
| – | – | ﹤0.01% | 335 |
|
|
2020
Q4 | $280K | Buy |
+5,270
| New | +$239K | ﹤0.01% | 349 |
|
|
2020
Q2 | – | Sell |
-6,120
| Closed | -$206K | – | 367 |
|
|
2020
Q1 | $206K | Sell |
6,120
-814
| -12% | -$34.2K | ﹤0.01% | 342 |
|
|
2019
Q4 | $330K | Buy |
6,934
+154
| +2% | +$6.79K | ﹤0.01% | 348 |
|
|
2019
Q3 | $284K | Sell |
6,780
-650
| -9% | -$26.2K | ﹤0.01% | 352 |
|
|
2019
Q2 | $299K | Hold |
7,430
| – | – | ﹤0.01% | 351 |
|
|
2019
Q1 | $318K | Sell |
7,430
-69
| -0.9% | -$3.12K | ﹤0.01% | 354 |
|
|
2018
Q4 | $311K | Sell |
7,499
-18
| -0.2% | -$814 | ﹤0.01% | 348 |
|
|
2018
Q3 | $369K | Hold |
7,517
| – | – | 0.01% | 347 |
|
|
2018
Q2 | $384K | Sell |
7,517
-2,163
| -22% | -$120K | 0.01% | 347 |
|
|
2018
Q1 | $505K | Buy |
9,680
+1,250
| +15% | +$67K | 0.01% | 332 |
|
|
2017
Q4 | $433K | Hold |
8,430
| – | – | 0.01% | 345 |
|
|
2017
Q3 | $369K | Buy |
+8,430
| New | +$350K | 0.01% | 346 |
|
Other funds holding SCHW
PTC
FWIA
MIP
CS
VNIM
Boston Trust Walden's SCHW Position: Q2 2026 in Review
Boston Trust Walden held its Charles Schwab (SCHW) position steady in Q2 2026 at 6,420 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #326.
Boston Trust Walden first reported a position in SCHW in Q3 2017 and has held it in 34 quarters since. The position peaked at $841K in Q4 2025. 962 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Boston Trust Walden held 6,420 shares of Charles Schwab worth $592K as of Q2 2026.
- Boston Trust Walden left its Charles Schwab share count unchanged in Q2 2026.
- Charles Schwab made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #326 holding.
- Boston Trust Walden first reported a position in Charles Schwab in Q3 2017 and has held it in 34 quarters since.
- Boston Trust Walden's Charles Schwab position peaked at $841K in Q4 2025.
- 962 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.