Charles Schwab
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Charles Schwab’s Bowman Consulting BWMN Stock Holding History

Charles Schwab’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.53M Buy
120,931
+5,944
+5% +$187K ﹤0.01% 2611
2026
Q1 		$3.27M Sell
114,987
-3,607
-3% -$118K ﹤0.01% 2574
2025
Q4 		$3.92M Sell
118,594
-122
-0.1% -$4.63K ﹤0.01% 2556
2025
Q3 		$5.03M Buy
118,716
+77,260
+186% +$2.9M ﹤0.01% 2441
2025
Q2 		$1.19M Buy
41,456
+3,091
+8% +$76.2K ﹤0.01% 2843
2025
Q1 		$838K Sell
38,365
-1,674
-4% -$39K ﹤0.01% 2900
2024
Q4 		$999K Buy
40,039
+1,331
+3% +$32.4K ﹤0.01% 2906
2024
Q3 		$932K Buy
38,708
+913
+2% +$25.3K ﹤0.01% 2937
2024
Q2 		$1.2M Buy
37,795
+7,199
+24% +$228K ﹤0.01% 2855
2024
Q1 		$1.06M Buy
30,596
+2,090
+7% +$72K ﹤0.01% 2780
2023
Q4 		$1.01M Buy
28,506
+870
+3% +$26K ﹤0.01% 2826
2023
Q3 		$775K Buy
27,636
+1,186
+4% +$36.1K ﹤0.01% 2880
2023
Q2 		$843K Buy
+26,450
New +$772K ﹤0.01% 2826

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Charles Schwab's BWMN Position: Q2 2026 in Review

Charles Schwab increased its Bowman Consulting (BWMN) stake by 5.2% in Q2 2026, buying an estimated $187K and bringing the position to 120,931 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Charles Schwab first reported a position in BWMN in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.03M in Q3 2025. 135 funds tracked by Wall St. Rank hold BWMN as of Q2 2026.

  • Charles Schwab held 120,931 shares of Bowman Consulting worth $3.53M as of Q2 2026.
  • Charles Schwab bought 5,944 Bowman Consulting shares in Q2 2026, an estimated $187K.
  • Bowman Consulting made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2611 holding.
  • Charles Schwab first reported a position in Bowman Consulting in Q2 2023 and has held it in 13 quarters since.
  • Charles Schwab's Bowman Consulting position peaked at $5.03M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2026.

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