BFA
SCHW

Buttonwood Financial Advisors’s Charles Schwab SCHW Stock Holding History

Buttonwood 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 		$3.88M Sell
42,083
-23
-0.1% -$2.1K 1.18% 22
2026
Q1 		$3.96M Sell
42,106
-306
-0.7% -$30K 1.32% 21
2025
Q4 		$4.24M Sell
42,412
-567
-1% -$53.8K 1.41% 17
2025
Q3 		$4.1M Sell
42,979
-500
-1% -$47.5K 1.41% 17
2025
Q2 		$3.97M Sell
43,479
-388
-0.9% -$32.5K 1.59% 17
2025
Q1 		$3.43M Sell
43,867
-152
-0.3% -$11.9K 1.51% 17
2024
Q4 		$3.26M Sell
44,019
-468
-1% -$35K 1.43% 20
2024
Q3 		$2.88M Buy
44,487
+1,443
+3% +$94.8K 1.26% 23
2024
Q2 		$3.17M Sell
43,044
-743
-2% -$54.9K 1.5% 21
2024
Q1 		$3.17M Buy
43,787
+7,357
+20% +$485K 1.49% 21
2023
Q4 		$2.51M Buy
36,430
+2,297
+7% +$133K 1.37% 20
2023
Q3 		$1.87M Buy
34,133
+1,763
+5% +$107K 1.19% 25
2023
Q2 		$1.83M Buy
32,370
+24,821
+329% +$1.3M 1.15% 26
2023
Q1 		$395K Buy
7,549
+4,128
+121% +$302K 0.31% 58
2022
Q4 		$285K Buy
3,421
+492
+17% +$38.2K 0.24% 66
2022
Q3 		$217K Buy
+2,929
New +$203K 0.2% 66

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

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

Buttonwood Financial Advisors reduced its Charles Schwab (SCHW) stake by 0.05% in Q2 2026, selling an estimated $2.1K and leaving 42,083 shares worth $3.88M. The position accounts for 1.18% of the portfolio, ranked #22.

Buttonwood Financial Advisors first reported a position in SCHW in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.24M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Buttonwood Financial Advisors held 42,083 shares of Charles Schwab worth $3.88M as of Q2 2026.
  • Buttonwood Financial Advisors sold 23 Charles Schwab shares in Q2 2026, an estimated $2.1K.
  • Charles Schwab made up 1.18% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Buttonwood Financial Advisors first reported a position in Charles Schwab in Q3 2022 and has held it in 16 quarters since.
  • Buttonwood Financial Advisors's Charles Schwab position peaked at $4.24M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.