Charles Schwab
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Charles Schwab’s Peoples Financial Services PFIS Stock Holding History

Charles Schwab’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Buy
26,445
+2,346
+10% +$139K ﹤0.01% 2830
2026
Q1 		$1.29M Sell
24,099
-3,138
-12% -$165K ﹤0.01% 2832
2025
Q4 		$1.33M Buy
27,237
+428
+2% +$20.7K ﹤0.01% 2836
2025
Q3 		$1.3M Sell
26,809
-671
-2% -$34.3K ﹤0.01% 2864
2025
Q2 		$1.36M Buy
27,480
+1,135
+4% +$52.6K ﹤0.01% 2798
2025
Q1 		$1.17M Hold
26,345
– – ﹤0.01% 2786
2024
Q4 		$1.35M Buy
26,345
+704
+3% +$35.8K ﹤0.01% 2807
2024
Q3 		$1.2M Buy
25,641
+1,225
+5% +$56.3K ﹤0.01% 2865
2024
Q2 		$1.11M Buy
24,416
+6,425
+36% +$252K ﹤0.01% 2897
2024
Q1 		$776K Sell
17,991
-600
-3% -$25.7K ﹤0.01% 2869
2023
Q4 		$905K Sell
18,591
-58
-0.3% -$2.48K ﹤0.01% 2867
2023
Q3 		$748K Hold
18,649
– – ﹤0.01% 2891
2023
Q2 		$817K Sell
18,649
-188
-1% -$7.66K ﹤0.01% 2835
2023
Q1 		$817K Sell
18,837
-219
-1% -$10.8K ﹤0.01% 2810
2022
Q4 		$988K Buy
19,056
+1,245
+7% +$66.3K ﹤0.01% 2775
2022
Q3 		$835K Sell
17,811
-12
-0.1% -$619 ﹤0.01% 2844
2022
Q2 		$996K Sell
17,823
-502
-3% -$25.5K ﹤0.01% 2801
2022
Q1 		$926K Buy
18,325
+642
+4% +$32K ﹤0.01% 2884
2021
Q4 		$932K Hold
17,683
– – ﹤0.01% 2943
2021
Q3 		$806K Sell
17,683
-28,741
-62% -$1.28M ﹤0.01% 2955
2021
Q2 		$1.98M Buy
46,424
+1,509
+3% +$64.9K ﹤0.01% 2716
2021
Q1 		$1.9M Buy
44,915
+1,433
+3% +$59.1K ﹤0.01% 2680
2020
Q4 		$1.6M Sell
43,482
-638
-1% -$24.2K ﹤0.01% 2655
2020
Q3 		$1.53M Sell
44,120
-708
-2% -$25.9K ﹤0.01% 2581
2020
Q2 		$1.71M Buy
44,828
+3,383
+8% +$117K ﹤0.01% 2469
2020
Q1 		$1.65M Buy
41,445
+583
+1% +$26.6K ﹤0.01% 2336
2019
Q4 		$2.06M Buy
40,862
+631
+2% +$30.9K ﹤0.01% 2404
2019
Q3 		$1.82M Sell
40,231
-613
-2% -$27.5K ﹤0.01% 2407
2019
Q2 		$1.84M Buy
40,844
+1,171
+3% +$51.2K ﹤0.01% 2397
2019
Q1 		$1.79M Buy
39,673
+2,853
+8% +$124K ﹤0.01% 2394
2018
Q4 		$1.62M Buy
36,820
+131
+0.4% +$5.56K ﹤0.01% 2405
2018
Q3 		$1.56M Buy
36,689
+3,071
+9% +$140K ﹤0.01% 2498
2018
Q2 		$1.58M Buy
33,618
+7,175
+27% +$339K ﹤0.01% 2441
2018
Q1 		$1.21M Sell
26,443
-2,881
-10% -$129K ﹤0.01% 2465
2017
Q4 		$1.37M Buy
29,324
+1,404
+5% +$66.1K ﹤0.01% 2434
2017
Q3 		$1.33M Buy
27,920
+7,546
+37% +$323K ﹤0.01% 2435
2017
Q2 		$891K Buy
20,374
+95
+0.5% +$4.03K ﹤0.01% 2493
2017
Q1 		$848K Buy
20,279
+855
+4% +$37.2K ﹤0.01% 2475
2016
Q4 		$946K Buy
19,424
+770
+4% +$33.4K ﹤0.01% 2449
2016
Q3 		$761K Buy
18,654
+680
+4% +$26.8K ﹤0.01% 2474
2016
Q2 		$704K Buy
17,974
+210
+1% +$7.96K ﹤0.01% 2463
2016
Q1 		$661K Buy
17,764
+255
+1% +$9.23K ﹤0.01% 2472
2015
Q4 		$667K Buy
17,509
+325
+2% +$12.7K ﹤0.01% 2524
2015
Q3 		$601K Sell
17,184
-2,541
-13% -$95.4K ﹤0.01% 2553
2015
Q2 		$782K Buy
19,725
+656
+3% +$26.4K ﹤0.01% 2520
2015
Q1 		$856K Buy
19,069
+928
+5% +$40.5K ﹤0.01% 2428
2014
Q4 		$902K Buy
18,141
+488
+3% +$23.8K ﹤0.01% 2400
2014
Q3 		$812K Buy
17,653
+408
+2% +$20.1K ﹤0.01% 2398
2014
Q2 		$887K Buy
+17,245
New +$828K ﹤0.01% 2373

Other funds holding PFIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Moosic, Pennsylvania $231M AUM 37.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab's PFIS Position: Q2 2026 in Review

Charles Schwab increased its Peoples Financial Services (PFIS) stake by 9.7% in Q2 2026, buying an estimated $139K and bringing the position to 26,445 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

Charles Schwab first reported a position in PFIS in Q2 2014 and has held it in 49 quarters since. The position peaked at $2.06M in Q4 2019. 123 funds tracked by Wall St. Rank hold PFIS as of Q2 2026.

  • Charles Schwab held 26,445 shares of Peoples Financial Services worth $1.76M as of Q2 2026.
  • Charles Schwab bought 2,346 Peoples Financial Services shares in Q2 2026, an estimated $139K.
  • Peoples Financial Services made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2830 holding.
  • Charles Schwab first reported a position in Peoples Financial Services in Q2 2014 and has held it in 49 quarters since.
  • Charles Schwab's Peoples Financial Services position peaked at $2.06M in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Peoples Financial Services as of Q2 2026.

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