Charles Schwab’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.14M | Buy |
135,135
+17,019
| +14% | +$511K | ﹤0.01% | 2550 |
|
|
2026
Q1 | $3.6M | Sell |
118,116
-351
| -0.3% | -$11.3K | ﹤0.01% | 2537 |
|
|
2025
Q4 | $3.77M | Sell |
118,467
-3,301
| -3% | -$106K | ﹤0.01% | 2562 |
|
|
2025
Q3 | $3.7M | Buy |
121,768
+3,903
| +3% | +$121K | ﹤0.01% | 2559 |
|
|
2025
Q2 | $3.72M | Buy |
117,865
+2,340
| +2% | +$78.1K | ﹤0.01% | 2458 |
|
|
2025
Q1 | $4.01M | Sell |
115,525
-1,880
| -2% | -$61.2K | ﹤0.01% | 2362 |
|
|
2024
Q4 | $3.84M | Buy |
117,405
+739
| +0.6% | +$26.3K | ﹤0.01% | 2463 |
|
|
2024
Q3 | $4.37M | Buy |
116,666
+2,828
| +2% | +$110K | ﹤0.01% | 2442 |
|
|
2024
Q2 | $4.22M | Buy |
113,838
+1,929
| +2% | +$69.9K | ﹤0.01% | 2422 |
|
|
2024
Q1 | $4.06M | Sell |
111,909
-753
| -0.7% | -$27.1K | ﹤0.01% | 2362 |
|
|
2023
Q4 | $4.35M | Buy |
112,662
+3,152
| +3% | +$119K | ﹤0.01% | 2372 |
|
|
2023
Q3 | $4.11M | Buy |
109,510
+2,826
| +3% | +$115K | ﹤0.01% | 2343 |
|
|
2023
Q2 | $4.4M | Buy |
106,684
+1,162
| +1% | +$50.4K | ﹤0.01% | 2282 |
|
|
2023
Q1 | $4.72M | Sell |
105,522
-57
| -0.1% | -$2.55K | ﹤0.01% | 2230 |
|
|
2022
Q4 | $4.75M | Buy |
105,579
+2,055
| +2% | +$89.3K | ﹤0.01% | 2237 |
|
|
2022
Q3 | $3.98M | Buy |
103,524
+1,844
| +2% | +$79.1K | ﹤0.01% | 2341 |
|
|
2022
Q2 | $4.11M | Buy |
101,680
+6,209
| +7% | +$251K | ﹤0.01% | 2275 |
|
|
2022
Q1 | $4.29M | Buy |
95,471
+4,401
| +5% | +$197K | ﹤0.01% | 2343 |
|
|
2021
Q4 | $4.53M | Buy |
91,070
+2,553
| +3% | +$122K | ﹤0.01% | 2393 |
|
|
2021
Q3 | $3.87M | Sell |
88,517
-613
| -0.7% | -$29.4K | ﹤0.01% | 2488 |
|
|
2021
Q2 | $4.04M | Buy |
89,130
+1,712
| +2% | +$85K | ﹤0.01% | 2448 |
|
|
2021
Q1 | $4.28M | Buy |
87,418
+2,304
| +3% | +$105K | ﹤0.01% | 2372 |
|
|
2020
Q4 | $3.97M | Buy |
85,114
+316
| +0.4% | +$14.5K | ﹤0.01% | 2335 |
|
|
2020
Q3 | $3.58M | Buy |
84,798
+52,234
| +160% | +$2.39M | ﹤0.01% | 2235 |
|
|
2020
Q2 | $1.56M | Sell |
32,564
-11,982
| -27% | -$520K | ﹤0.01% | 2501 |
|
|
2020
Q1 | $1.94M | Buy |
44,546
+12,346
| +38% | +$560K | ﹤0.01% | 2288 |
|
|
2019
Q4 | $1.49M | Buy |
32,200
+624
| +2% | +$27.4K | ﹤0.01% | 2489 |
|
|
2019
Q3 | $1.38M | Hold |
31,576
| – | – | ﹤0.01% | 2491 |
|
|
2019
Q2 | $1.13M | Buy |
31,576
+701
| +2% | +$24.1K | ﹤0.01% | 2539 |
|
|
2019
Q1 | $1.06M | Buy |
30,875
+1,143
| +4% | +$38.3K | ﹤0.01% | 2533 |
|
|
2018
Q4 | $954K | Buy |
29,732
+1,221
| +4% | +$39.2K | ﹤0.01% | 2552 |
|
|
2018
Q3 | $867K | Hold |
28,511
| – | – | ﹤0.01% | 2664 |
|
|
2018
Q2 | $907K | Hold |
28,511
| – | – | ﹤0.01% | 2610 |
|
|
2018
Q1 | $884K | Buy |
28,511
+3,300
| +13% | +$102K | ﹤0.01% | 2558 |
|
|
2017
Q4 | $855K | Sell |
25,211
-89
| -0.4% | -$3.14K | ﹤0.01% | 2560 |
|
|
2017
Q3 | $858K | Hold |
25,300
| – | – | ﹤0.01% | 2546 |
|
|
2017
Q2 | $882K | Hold |
25,300
| – | – | ﹤0.01% | 2501 |
|
|
2017
Q1 | $887K | Hold |
25,300
| – | – | ﹤0.01% | 2459 |
|
|
2016
Q4 | $967K | Hold |
25,300
| – | – | ﹤0.01% | 2438 |
|
|
2016
Q3 | $751K | Hold |
25,300
| – | – | ﹤0.01% | 2484 |
|
|
2016
Q2 | $811K | Hold |
25,300
| – | – | ﹤0.01% | 2413 |
|
|
2016
Q1 | $773K | Hold |
25,300
| – | – | ﹤0.01% | 2424 |
|
|
2015
Q4 | $631K | Sell |
25,300
-7,400
| -23% | -$174K | ﹤0.01% | 2542 |
|
|
2015
Q3 | $688K | Hold |
32,700
| – | – | ﹤0.01% | 2508 |
|
|
2015
Q2 | $683K | Buy |
32,700
+9,600
| +42% | +$221K | ﹤0.01% | 2563 |
|
|
2015
Q1 | $561K | Hold |
23,100
| – | – | ﹤0.01% | 2589 |
|
|
2014
Q4 | $537K | Hold |
23,100
| – | – | ﹤0.01% | 2594 |
|
|
2014
Q3 | $462K | Sell |
23,100
-9,509
| -29% | -$189K | ﹤0.01% | 2619 |
|
|
2014
Q2 | $679K | Sell |
32,609
-192
| -0.6% | -$3.88K | ﹤0.01% | 2506 |
|
|
2014
Q1 | $670K | Buy |
32,801
+720
| +2% | +$14.7K | ﹤0.01% | 2477 |
|
|
2013
Q4 | $672K | Buy |
32,081
+864
| +3% | +$18K | ﹤0.01% | 2460 |
|
|
2013
Q3 | $629K | Sell |
31,217
-395
| -1% | -$8.08K | ﹤0.01% | 2459 |
|
|
2013
Q2 | $605K | Buy |
+31,612
| New | +$593K | ﹤0.01% | 2430 |
|
Other funds holding YORW
ZP
Charles Schwab's YORW Position: Q2 2026 in Review
Charles Schwab increased its York Water (YORW) stake by 14% in Q2 2026, buying an estimated $511K and bringing the position to 135,135 shares worth $4.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2550.
Charles Schwab first reported a position in YORW in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.75M in Q4 2022. 168 funds tracked by Wall St. Rank hold YORW as of Q2 2026.
- Charles Schwab held 135,135 shares of York Water worth $4.14M as of Q2 2026.
- Charles Schwab bought 17,019 York Water shares in Q2 2026, an estimated $511K.
- York Water made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2550 holding.
- Charles Schwab first reported a position in York Water in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's York Water position peaked at $4.75M in Q4 2022.
- 168 funds tracked by Wall St. Rank held York Water as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.