Charles Schwab
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Charles Schwab’s Phillips Edison & Co PECO Stock Holding History

Charles Schwab’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103M Buy
2,468,884
+105,405
+4% +$4.21M 0.01% 783
2026
Q1 		$88.4M Buy
2,363,479
+40,635
+2% +$1.51M 0.01% 795
2025
Q4 		$82.6M Buy
2,322,844
+86,749
+4% +$3.01M 0.01% 824
2025
Q3 		$76.8M Buy
2,236,095
+26,937
+1% +$933K 0.01% 863
2025
Q2 		$77.4M Buy
2,209,158
+35,107
+2% +$1.24M 0.01% 815
2025
Q1 		$79.3M Buy
2,174,051
+28,534
+1% +$1.03M 0.01% 773
2024
Q4 		$80.4M Buy
2,145,517
+51,186
+2% +$1.95M 0.01% 794
2024
Q3 		$79M Buy
2,094,331
+102,519
+5% +$3.66M 0.02% 803
2024
Q2 		$65.2M Buy
1,991,812
+29,713
+2% +$969K 0.01% 880
2024
Q1 		$70.4M Buy
1,962,099
+89,623
+5% +$3.17M 0.02% 797
2023
Q4 		$68.3M Buy
1,872,476
+145,078
+8% +$5.07M 0.02% 770
2023
Q3 		$57.9M Buy
1,727,398
+107,214
+7% +$3.71M 0.02% 788
2023
Q2 		$55.2M Buy
1,620,184
+119,093
+8% +$3.72M 0.02% 806
2023
Q1 		$49M Buy
1,501,091
+79,119
+6% +$2.59M 0.01% 844
2022
Q4 		$45.3M Buy
1,421,972
+44,756
+3% +$1.38M 0.01% 888
2022
Q3 		$38.6M Buy
1,377,216
+566,424
+70% +$18.6M 0.01% 924
2022
Q2 		$27.1M Sell
810,792
-17,594
-2% -$597K 0.01% 1175
2022
Q1 		$28.5M Buy
828,386
+691,801
+506% +$22.7M 0.01% 1264
2021
Q4 		$4.51M Buy
136,585
+1,663
+1% +$53.3K ﹤0.01% 2396
2021
Q3 		$4.14M Buy
+134,922
New +$3.96M ﹤0.01% 2457

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab's PECO Position: Q2 2026 in Review

Charles Schwab increased its Phillips Edison & Co (PECO) stake by 4.5% in Q2 2026, buying an estimated $4.21M and bringing the position to 2,468,884 shares worth $103M. The position accounts for 0.01% of the portfolio, ranked #783.

Charles Schwab first reported a position in PECO in Q3 2021 and has held it in 20 quarters since. 443 funds tracked by Wall St. Rank hold PECO as of Q2 2026.

  • Charles Schwab held 2,468,884 shares of Phillips Edison & Co worth $103M as of Q2 2026.
  • Charles Schwab bought 105,405 Phillips Edison & Co shares in Q2 2026, an estimated $4.21M.
  • Phillips Edison & Co made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #783 holding.
  • Charles Schwab first reported a position in Phillips Edison & Co in Q3 2021 and has held it in 20 quarters since.
  • 443 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2026.

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