Charles Schwab
ESQ icon

Charles Schwab’s Esquire Financial Holdings ESQ Stock Holding History

Charles Schwab’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.78M Buy
56,931
+1,458
+3% +$162K ﹤0.01% 2331
2026
Q1 		$5.96M Sell
55,473
-1,999
-3% -$214K ﹤0.01% 2331
2025
Q4 		$5.87M Buy
57,472
+338
+0.6% +$34.3K ﹤0.01% 2374
2025
Q3 		$5.83M Buy
57,134
+35,485
+164% +$3.5M ﹤0.01% 2366
2025
Q2 		$2.05M Buy
21,649
+1,190
+6% +$103K ﹤0.01% 2661
2025
Q1 		$1.54M Buy
20,459
+6
+0% +$479 ﹤0.01% 2696
2024
Q4 		$1.63M Buy
20,453
+467
+2% +$33.5K ﹤0.01% 2743
2024
Q3 		$1.3M Buy
19,986
+26
+0.1% +$1.5K ﹤0.01% 2833
2024
Q2 		$950K Buy
19,960
+1,006
+5% +$47.2K ﹤0.01% 2957
2024
Q1 		$900K Hold
18,954
– – ﹤0.01% 2825
2023
Q4 		$947K Sell
18,954
-579
-3% -$27.2K ﹤0.01% 2850
2023
Q3 		$892K Buy
19,533
+571
+3% +$27.1K ﹤0.01% 2836
2023
Q2 		$867K Sell
18,962
-215
-1% -$8.81K ﹤0.01% 2817
2023
Q1 		$750K Buy
19,177
+1,132
+6% +$47.7K ﹤0.01% 2827
2022
Q4 		$781K Buy
18,045
+654
+4% +$27.7K ﹤0.01% 2863
2022
Q3 		$654K Sell
17,391
-1,312
-7% -$48.8K ﹤0.01% 2921
2022
Q2 		$623K Buy
+18,703
New +$658K ﹤0.01% 2984
2021
Q2 		– Sell
-18,066
Closed -$413K – 3452
2021
Q1 		$413K Buy
18,066
+1,738
+11% +$40K ﹤0.01% 3141
2020
Q4 		$314K Buy
16,328
+1,236
+8% +$22.1K ﹤0.01% 3146
2020
Q3 		$227K Sell
15,092
-1,239
-8% -$19.8K ﹤0.01% 3140
2020
Q2 		$276K Buy
16,331
+1,137
+7% +$18K ﹤0.01% 3077
2020
Q1 		$229K Buy
15,194
+185
+1% +$4.06K ﹤0.01% 2977
2019
Q4 		$392K Hold
15,009
– – ﹤0.01% 2907
2019
Q3 		$373K Hold
15,009
– – ﹤0.01% 2913
2019
Q2 		$378K Sell
15,009
-255
-2% -$6.01K ﹤0.01% 2939
2019
Q1 		$348K Buy
15,264
+2,314
+18% +$51.8K ﹤0.01% 2894
2018
Q4 		$282K Hold
12,950
– – ﹤0.01% 2957
2018
Q3 		$324K Buy
12,950
+1,750
+16% +$44.7K ﹤0.01% 2983
2018
Q2 		$296K Buy
+11,200
New +$281K ﹤0.01% 2969

Other funds holding ESQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's ESQ Position: Q2 2026 in Review

Charles Schwab increased its Esquire Financial Holdings (ESQ) stake by 2.6% in Q2 2026, buying an estimated $162K and bringing the position to 56,931 shares worth $6.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Charles Schwab first reported a position in ESQ in Q2 2018 and has held it in 29 quarters since. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • Charles Schwab held 56,931 shares of Esquire Financial Holdings worth $6.78M as of Q2 2026.
  • Charles Schwab bought 1,458 Esquire Financial Holdings shares in Q2 2026, an estimated $162K.
  • Esquire Financial Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2331 holding.
  • Charles Schwab first reported a position in Esquire Financial Holdings in Q2 2018 and has held it in 29 quarters since.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

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