Charles Schwab
FFWM

Charles Schwab’s First Foundation Inc FFWM Stock Holding History

Charles Schwab’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-625,603
Closed -$3.69M – 3479
2026
Q1 		$3.69M Buy
625,603
+26,492
+4% +$161K ﹤0.01% 2523
2025
Q4 		$3.69M Sell
599,111
-41,292
-6% -$231K ﹤0.01% 2570
2025
Q3 		$3.57M Buy
640,403
+36,249
+6% +$200K ﹤0.01% 2574
2025
Q2 		$3.08M Buy
604,154
+51,091
+9% +$262K ﹤0.01% 2524
2025
Q1 		$2.87M Sell
553,063
-61,084
-10% -$328K ﹤0.01% 2501
2024
Q4 		$3.81M Buy
614,147
+110,323
+22% +$796K ﹤0.01% 2466
2024
Q3 		$3.14M Buy
503,824
+90,612
+22% +$580K ﹤0.01% 2574
2024
Q2 		$2.71M Buy
413,212
+8,827
+2% +$54.1K ﹤0.01% 2595
2024
Q1 		$3.05M Buy
404,385
+6,257
+2% +$53.5K ﹤0.01% 2471
2023
Q4 		$3.85M Sell
398,128
-5,460
-1% -$34.8K ﹤0.01% 2417
2023
Q3 		$2.45M Buy
403,588
+22,279
+6% +$147K ﹤0.01% 2541
2023
Q2 		$1.51M Buy
381,309
+2,293
+0.6% +$11.8K ﹤0.01% 2640
2023
Q1 		$2.82M Buy
379,016
+2,073
+0.5% +$27.7K ﹤0.01% 2426
2022
Q4 		$5.4M Buy
376,943
+7,146
+2% +$111K ﹤0.01% 2177
2022
Q3 		$6.71M Buy
369,797
+12,171
+3% +$241K ﹤0.01% 2058
2022
Q2 		$7.33M Sell
357,626
-2,284
-0.6% -$50.5K ﹤0.01% 2002
2022
Q1 		$8.74M Buy
359,910
+78,701
+28% +$2.04M ﹤0.01% 2026
2021
Q4 		$6.99M Buy
281,209
+7,758
+3% +$207K ﹤0.01% 2181
2021
Q3 		$7.19M Buy
273,451
+1,750
+0.6% +$41.8K ﹤0.01% 2196
2021
Q2 		$6.12M Buy
271,701
+4,404
+2% +$106K ﹤0.01% 2246
2021
Q1 		$6.27M Buy
267,297
+8,088
+3% +$181K ﹤0.01% 2186
2020
Q4 		$5.18M Buy
259,209
+3,704
+1% +$63.1K ﹤0.01% 2194
2020
Q3 		$3.34M Sell
255,505
-1,989
-0.8% -$30.2K ﹤0.01% 2276
2020
Q2 		$4.21M Sell
257,494
-5,489
-2% -$73.8K ﹤0.01% 2103
2020
Q1 		$2.69M Sell
262,983
-22,598
-8% -$334K ﹤0.01% 2149
2019
Q4 		$4.97M Buy
285,581
+4,483
+2% +$72.2K ﹤0.01% 2016
2019
Q3 		$4.29M Buy
281,098
+58,085
+26% +$835K ﹤0.01% 2046
2019
Q2 		$3M Buy
223,013
+5,944
+3% +$82K ﹤0.01% 2209
2019
Q1 		$2.95M Buy
217,069
+7,896
+4% +$114K ﹤0.01% 2223
2018
Q4 		$2.69M Buy
209,173
+2,278
+1% +$34.4K ﹤0.01% 2209
2018
Q3 		$3.23M Buy
206,895
+44,488
+27% +$749K ﹤0.01% 2256
2018
Q2 		$3.01M Buy
162,407
+24,001
+17% +$455K ﹤0.01% 2238
2018
Q1 		$2.57M Buy
138,406
+10,796
+8% +$202K ﹤0.01% 2235
2017
Q4 		$2.37M Buy
127,610
+14,845
+13% +$274K ﹤0.01% 2249
2017
Q3 		$2.02M Buy
112,765
+61,565
+120% +$1.04M ﹤0.01% 2284
2017
Q2 		$842K Buy
51,200
+11,800
+30% +$188K ﹤0.01% 2519
2017
Q1 		$612K Hold
39,400
– – ﹤0.01% 2575
2016
Q4 		$562K Hold
39,400
– – ﹤0.01% 2611
2016
Q3 		$486K Hold
39,400
– – ﹤0.01% 2622
2016
Q2 		$424K Buy
+39,400
New +$436K ﹤0.01% 2648

Charles Schwab's FFWM Position: Q2 2026 in Review

Charles Schwab sold out of First Foundation Inc (FFWM) in Q2 2026, closing a stake of 625,603 shares — an estimated $3.69M sold.

Charles Schwab first reported a position in FFWM in Q2 2016 and held it in 40 quarters. The position peaked at $8.74M in Q1 2022. 0 funds tracked by Wall St. Rank hold FFWM as of Q2 2026.

  • Charles Schwab reported no remaining First Foundation Inc position as of Q2 2026 after selling out during the quarter.
  • Charles Schwab sold 625,603 First Foundation Inc shares in Q2 2026, an estimated $3.69M.
  • Charles Schwab first reported a position in First Foundation Inc in Q2 2016 and held it in 40 quarters.
  • Charles Schwab's First Foundation Inc position peaked at $8.74M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held First Foundation Inc as of Q2 2026.

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