Charles Schwab
SEVN

Charles Schwab’s Seven Hills Realty Trust SEVN Stock Holding History

Charles Schwab’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$589K Buy
69,920
+4,783
+7% +$39.9K ﹤0.01% 3199
2026
Q1 		$535K Sell
65,137
-47,665
-42% -$413K ﹤0.01% 3087
2025
Q4 		$1M Buy
112,802
+69,861
+163% +$656K ﹤0.01% 2926
2025
Q3 		$443K Hold
42,941
– – ﹤0.01% 3205
2025
Q2 		$518K Buy
42,941
+6,301
+17% +$74K ﹤0.01% 3126
2025
Q1 		$458K Hold
36,640
– – ﹤0.01% 3110
2024
Q4 		$479K Hold
36,640
– – ﹤0.01% 3154
2024
Q3 		$505K Buy
36,640
+1,528
+4% +$20.5K ﹤0.01% 3161
2024
Q2 		$445K Buy
+35,112
New +$442K ﹤0.01% 3249

Other funds holding SEVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Charles Schwab's SEVN Position: Q2 2026 in Review

Charles Schwab increased its Seven Hills Realty Trust (SEVN) stake by 7.3% in Q2 2026, buying an estimated $39.9K and bringing the position to 69,920 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Charles Schwab first reported a position in SEVN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1M in Q4 2025. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • Charles Schwab held 69,920 shares of Seven Hills Realty Trust worth $589K as of Q2 2026.
  • Charles Schwab bought 4,783 Seven Hills Realty Trust shares in Q2 2026, an estimated $39.9K.
  • Seven Hills Realty Trust made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3199 holding.
  • Charles Schwab first reported a position in Seven Hills Realty Trust in Q2 2024 and has held it in 9 quarters since.
  • Charles Schwab's Seven Hills Realty Trust position peaked at $1M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

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