Charles Schwab
BCML icon

Charles Schwab’s BayCom BCML Stock Holding History

Charles Schwab’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$998K Buy
30,322
+3,022
+11% +$92.5K ﹤0.01% 3007
2026
Q1 		$811K Sell
27,300
-2,912
-10% -$85.7K ﹤0.01% 2956
2025
Q4 		$888K Sell
30,212
-912
-3% -$26.3K ﹤0.01% 2969
2025
Q3 		$895K Sell
31,124
-1,061
-3% -$30.5K ﹤0.01% 2989
2025
Q2 		$892K Buy
32,185
+2,287
+8% +$60.3K ﹤0.01% 2933
2025
Q1 		$753K Buy
29,898
+1
+0% +$27 ﹤0.01% 2942
2024
Q4 		$802K Buy
29,897
+6
+0% +$158 ﹤0.01% 2981
2024
Q3 		$709K Hold
29,891
– – ﹤0.01% 3031
2024
Q2 		$608K Buy
29,891
+800
+3% +$15.9K ﹤0.01% 3111
2024
Q1 		$600K Sell
29,091
-2,013
-6% -$41.5K ﹤0.01% 2961
2023
Q4 		$734K Sell
31,104
-645
-2% -$13.5K ﹤0.01% 2933
2023
Q3 		$610K Hold
31,749
– – ﹤0.01% 2973
2023
Q2 		$530K Sell
31,749
-628
-2% -$10.4K ﹤0.01% 3031
2023
Q1 		$553K Hold
32,377
– – ﹤0.01% 2915
2022
Q4 		$615K Sell
32,377
-747
-2% -$14K ﹤0.01% 2925
2022
Q3 		$583K Sell
33,124
-16
-0% -$309 ﹤0.01% 2957
2022
Q2 		$686K Buy
+33,140
New +$730K ﹤0.01% 2935
2021
Q2 		– Sell
-27,969
Closed -$505K – 3419
2021
Q1 		$505K Sell
27,969
-385
-1% -$6.29K ﹤0.01% 3075
2020
Q4 		$431K Hold
28,354
– – ﹤0.01% 3041
2020
Q3 		$293K Sell
28,354
-1,691
-6% -$19.3K ﹤0.01% 3033
2020
Q2 		$388K Buy
30,045
+3,230
+12% +$39.9K ﹤0.01% 2933
2020
Q1 		$324K Sell
26,815
-1,194
-4% -$23.8K ﹤0.01% 2858
2019
Q4 		$637K Buy
28,009
+2,891
+12% +$63.9K ﹤0.01% 2731
2019
Q3 		$571K Buy
25,118
+1,061
+4% +$23.8K ﹤0.01% 2748
2019
Q2 		$527K Buy
24,057
+1,113
+5% +$25.4K ﹤0.01% 2786
2019
Q1 		$520K Buy
22,944
+3,759
+20% +$83.6K ﹤0.01% 2751
2018
Q4 		$443K Sell
19,185
-15
-0.1% -$358 ﹤0.01% 2809
2018
Q3 		$513K Hold
19,200
– – ﹤0.01% 2830
2018
Q2 		$476K Buy
+19,200
New +$461K ﹤0.01% 2821

Other funds holding BCML

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab's BCML Position: Q2 2026 in Review

Charles Schwab increased its BayCom (BCML) stake by 11% in Q2 2026, buying an estimated $92.5K and bringing the position to 30,322 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Charles Schwab first reported a position in BCML in Q2 2018 and has held it in 29 quarters since. 118 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

  • Charles Schwab held 30,322 shares of BayCom worth $998K as of Q2 2026.
  • Charles Schwab bought 3,022 BayCom shares in Q2 2026, an estimated $92.5K.
  • BayCom made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3007 holding.
  • Charles Schwab first reported a position in BayCom in Q2 2018 and has held it in 29 quarters since.
  • 118 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.