GSB
SCHW

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Greenfield Savings Bank's SCHW Position: Q2 2026 in Review

Greenfield Savings Bank reduced its Charles Schwab (SCHW) stake by 3% in Q2 2026, selling an estimated $16.4K and leaving 5,858 shares worth $541K. The position accounts for 0.21% of the portfolio, ranked #108.

Greenfield Savings Bank first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $567K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Greenfield Savings Bank held 5,858 shares of Charles Schwab worth $541K as of Q2 2026.
  • Greenfield Savings Bank sold 180 Charles Schwab shares in Q2 2026, an estimated $16.4K.
  • Charles Schwab made up 0.21% of Greenfield Savings Bank's portfolio in Q2 2026, its #108 holding.
  • Greenfield Savings Bank first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • Greenfield Savings Bank's Charles Schwab position peaked at $567K in Q1 2026.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.