First Business Financial Services’s Charles Schwab SCHW Stock Holding History

First Business Financial Services’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$278K	Buy	3,014 +133	+5%	+$12.1K	0.02%	168
2026 Q1	$271K	Hold	2,881	–	–	0.02%	160
2025 Q4	$288K	Sell	2,881 -1,050	-27%	-$99.6K	0.03%	149
2025 Q3	$375K	Hold	3,931	–	–	0.03%	142
2025 Q2	$359K	Hold	3,931	–	–	0.03%	146
2025 Q1	$308K	Hold	3,931	–	–	0.03%	141
2024 Q4	$291K	Hold	3,931	–	–	0.03%	143
2024 Q3	$255K	Sell	3,931 -1,045	-21%	-$68.6K	0.03%	144
2024 Q2	$367K	Buy	4,976 +935	+23%	+$69.1K	0.04%	122
2024 Q1	$292K	Hold	4,041	–	–	0.03%	135
2023 Q4	$278K	Sell	4,041 -110	-3%	-$6.35K	0.03%	137
2023 Q3	$228K	Buy	4,151 +157	+4%	+$9.49K	0.03%	154
2023 Q2	$226K	Hold	3,994	–	–	0.03%	152
2023 Q1	$209K	Buy	3,994 +179	+5%	+$13.1K	0.03%	160
2022 Q4	$318K	Sell	3,815 -8,253	-68%	-$641K	0.04%	129
2022 Q3	$238K	Buy	12,068 +8,753	+264%	+$608K	0.03%	141
2022 Q2	$209K	Buy	3,315 +492	+17%	+$33.9K	0.03%	151
2022 Q1	$238K	Buy	+2,823	New	+$248K	0.03%	148

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Business Financial Services's SCHW Position: Q2 2026 in Review

First Business Financial Services increased its Charles Schwab (SCHW) stake by 4.6% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,014 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #168.

First Business Financial Services first reported a position in SCHW in Q1 2022 and has held it in 18 quarters since. The position peaked at $375K in Q3 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

First Business Financial Services held 3,014 shares of Charles Schwab worth $278K as of Q2 2026.
First Business Financial Services bought 133 Charles Schwab shares in Q2 2026, an estimated $12.1K.
Charles Schwab made up 0.02% of First Business Financial Services's portfolio in Q2 2026, its #168 holding.
First Business Financial Services first reported a position in Charles Schwab in Q1 2022 and has held it in 18 quarters since.
First Business Financial Services's Charles Schwab position peaked at $375K in Q3 2025.
2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.