BIM
SCHW

Bridges Investment Management’s Charles Schwab SCHW Stock Holding History

Bridges Investment Management’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 		$1.82M Buy
19,742
+3,676
+23% +$335K 0.02% 209
2026
Q1 		$1.51M Sell
16,066
-4,250
-21% -$417K 0.02% 210
2025
Q4 		$2.03M Buy
20,316
+138
+0.7% +$13.1K 0.03% 172
2025
Q3 		$1.93M Sell
20,178
-3,528
-15% -$335K 0.02% 186
2025
Q2 		$2.16M Sell
23,706
-750
-3% -$62.8K 0.03% 168
2025
Q1 		$1.91M Sell
24,456
-3,740
-13% -$294K 0.03% 160
2024
Q4 		$2.09M Buy
28,196
+56
+0.2% +$4.19K 0.03% 148
2024
Q3 		$1.82M Buy
28,140
+6,085
+28% +$400K 0.03% 153
2024
Q2 		$1.63M Buy
+22,055
New +$1.63M 0.02% 150
2023
Q1 		– Sell
-21,973
Closed -$1.83M – 213
2022
Q4 		$1.83M Hold
21,973
– – 0.07% 120
2022
Q3 		$1.58M Sell
21,973
-770
-3% -$53.5K 0.06% 125
2022
Q2 		$1.44M Hold
22,743
– – 0.05% 131
2022
Q1 		$1.92M Sell
22,743
-208
-0.9% -$18.3K 0.06% 125
2021
Q4 		$1.93M Sell
22,951
-300
-1% -$24.3K 0.06% 123
2021
Q3 		$1.69M Sell
23,251
-8,221
-26% -$587K 0.05% 129
2021
Q2 		$2.29M Sell
31,472
-30,817
-49% -$2.18M 0.07% 119
2021
Q1 		$4.06M Sell
62,289
-10,467
-14% -$635K 0.12% 92
2020
Q4 		$3.86M Sell
72,756
-201,839
-74% -$9.14M 0.12% 87
2020
Q3 		$9.95M Sell
274,595
-143,353
-34% -$4.99M 0.34% 61
2020
Q2 		$14.1M Sell
417,948
-7,736
-2% -$277K 0.51% 50
2020
Q1 		$14.3M Buy
425,684
+54,855
+15% +$2.3M 0.65% 42
2019
Q4 		$17.6M Sell
370,829
-24,794
-6% -$1.09M 0.65% 42
2019
Q3 		$16.5M Buy
395,623
+101,493
+35% +$4.1M 0.63% 42
2019
Q2 		$11.8M Buy
294,130
+106,122
+56% +$4.62M 0.45% 52
2019
Q1 		$8.04M Buy
+188,008
New +$8.49M 0.33% 71

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Bridges Investment Management's SCHW Position: Q2 2026 in Review

Bridges Investment Management increased its Charles Schwab (SCHW) stake by 23% in Q2 2026, buying an estimated $335K and bringing the position to 19,742 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #209.

Bridges Investment Management first reported a position in SCHW in Q1 2019 and has held it in 25 quarters since. The position peaked at $17.6M in Q4 2019. 1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Bridges Investment Management held 19,742 shares of Charles Schwab worth $1.82M as of Q2 2026.
  • Bridges Investment Management bought 3,676 Charles Schwab shares in Q2 2026, an estimated $335K.
  • Charles Schwab made up 0.02% of Bridges Investment Management's portfolio in Q2 2026, its #209 holding.
  • Bridges Investment Management first reported a position in Charles Schwab in Q1 2019 and has held it in 25 quarters since.
  • Bridges Investment Management's Charles Schwab position peaked at $17.6M in Q4 2019.
  • 1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.