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Greenfield Savings Bank’s Charles Schwab SCHW Stock Holding History

Greenfield Savings Bank’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 		$541K Sell
5,531
-327
-6% -$34.4K 0.2% 104
2026
Q2 		$541K Sell
5,858
-180
-3% -$16.4K 0.21% 108
2026
Q1 		$567K Buy
6,038
+478
+9% +$46.9K 0.24% 98
2025
Q4 		$556K Buy
5,560
+1,311
+31% +$124K 0.23% 101
2025
Q3 		$406K Buy
+4,249
New +$403K 0.17% 121

Other funds holding SCHW

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Greenfield Savings Bank's SCHW Position: Q3 2026 in Review

Greenfield Savings Bank reduced its Charles Schwab (SCHW) stake by 5.6% in Q3 2026, selling an estimated $34.4K and leaving 5,531 shares worth $541K. The position accounts for 0.2% of the portfolio, ranked #104.

Greenfield Savings Bank first reported a position in SCHW in Q3 2025 and has held it in 5 quarters since. The position peaked at $567K in Q1 2026. 109 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Greenfield Savings Bank held 5,531 shares of Charles Schwab worth $541K as of Q3 2026.
  • Greenfield Savings Bank sold 327 Charles Schwab shares in Q3 2026, an estimated $34.4K.
  • Charles Schwab made up 0.2% of Greenfield Savings Bank's portfolio in Q3 2026, its #104 holding.
  • Greenfield Savings Bank first reported a position in Charles Schwab in Q3 2025 and has held it in 5 quarters since.
  • Greenfield Savings Bank's Charles Schwab position peaked at $567K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.