Bank of Ann Arbor’s Charles Schwab SCHW Stock Holding History

Bank of Ann Arbor’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 Q3	$2.18M	Buy	+22,348	New	+$2.35M	0.31%	71

Other funds holding SCHW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Bank of Ann Arbor's SCHW Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Charles Schwab (SCHW) in Q3 2026: 22,348 shares worth $2.18M. The stake represents 0.31% of the portfolio and ranks #71 among its holdings.

2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Bank of Ann Arbor held 22,348 shares of Charles Schwab worth $2.18M as of Q3 2026.
Charles Schwab was a new Bank of Ann Arbor position in Q3 2026.
Charles Schwab made up 0.31% of Bank of Ann Arbor's portfolio in Q3 2026, its #71 holding.
2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.