Charles Schwab
BVFL icon

Charles Schwab’s BV Financial BVFL Stock Holding History

Charles Schwab’s Portfolio BVFL Stock Details BVFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$465K Buy
21,941
+1,785
+9% +$35.7K ﹤0.01% 3250
2026
Q1 		$386K Sell
20,156
-4,693
-19% -$89.1K ﹤0.01% 3187
2025
Q4 		$451K Sell
24,849
-1,825
-7% -$31.4K ﹤0.01% 3187
2025
Q3 		$430K Hold
26,674
– – ﹤0.01% 3211
2025
Q2 		$406K Buy
+26,674
New +$401K ﹤0.01% 3202

Other funds holding BVFL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

Charles Schwab's BVFL Position: Q2 2026 in Review

Charles Schwab increased its BV Financial (BVFL) stake by 8.9% in Q2 2026, buying an estimated $35.7K and bringing the position to 21,941 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

Charles Schwab first reported a position in BVFL in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold BVFL as of Q2 2026.

  • Charles Schwab held 21,941 shares of BV Financial worth $465K as of Q2 2026.
  • Charles Schwab bought 1,785 BV Financial shares in Q2 2026, an estimated $35.7K.
  • BV Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3250 holding.
  • Charles Schwab first reported a position in BV Financial in Q2 2025 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held BV Financial as of Q2 2026.

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