Gryphon Financial Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $620K | Sell |
6,718
-413
| -6% | -$37.7K | 0.05% | 209 |
|
|
2026
Q1 | $670K | Buy |
7,131
+1,463
| +26% | +$143K | 0.07% | 190 |
|
|
2025
Q4 | $566K | Sell |
5,668
-160
| -3% | -$15.2K | 0.06% | 197 |
|
|
2025
Q3 | $556K | Buy |
5,828
+660
| +13% | +$62.6K | 0.06% | 179 |
|
|
2025
Q2 | $472K | Buy |
5,168
+923
| +22% | +$77.3K | 0.06% | 189 |
|
|
2025
Q1 | $332K | Buy |
4,245
+940
| +28% | +$73.8K | 0.05% | 210 |
|
|
2024
Q4 | $245K | Sell |
3,305
-1,303
| -28% | -$97.5K | 0.03% | 228 |
|
|
2024
Q3 | $299K | Sell |
4,608
-117
| -2% | -$7.69K | 0.04% | 229 |
|
|
2024
Q2 | $348K | Sell |
4,725
-160
| -3% | -$11.8K | 0.05% | 206 |
|
|
2024
Q1 | $353K | Sell |
4,885
-1,642
| -25% | -$108K | 0.06% | 194 |
|
|
2023
Q4 | $466K | Buy |
+6,527
| New | +$377K | 0.08% | 163 |
|
|
2023
Q3 | – | Sell |
-4,545
| Closed | -$258K | – | 207 |
|
|
2023
Q2 | $258K | Sell |
4,545
-490
| -10% | -$25.7K | 0.06% | 163 |
|
|
2023
Q1 | $264K | Sell |
5,035
-422
| -8% | -$30.9K | 0.06% | 160 |
|
|
2022
Q4 | $454K | Sell |
5,457
-65
| -1% | -$5.04K | 0.11% | 107 |
|
|
2022
Q3 | $397K | Sell |
5,522
-40
| -0.7% | -$2.78K | 0.1% | 114 |
|
|
2022
Q2 | $352K | Buy |
5,562
+585
| +12% | +$40.3K | 0.09% | 132 |
|
|
2022
Q1 | $420K | Sell |
4,977
-182
| -4% | -$16K | 0.09% | 130 |
|
|
2021
Q4 | $434K | Sell |
5,159
-182
| -3% | -$14.7K | 0.08% | 138 |
|
|
2021
Q3 | $389K | Sell |
5,341
-714
| -12% | -$51K | 0.09% | 125 |
|
|
2021
Q2 | $256K | Buy |
6,055
+572
| +10% | +$40.5K | 0.06% | 150 |
|
|
2021
Q1 | $357K | Sell |
5,483
-222
| -4% | -$13.5K | 0.08% | 126 |
|
|
2020
Q4 | $302K | Sell |
5,705
-4
| -0.1% | -$181 | 0.08% | 125 |
|
|
2020
Q3 | $205K | Buy |
+5,709
| New | +$199K | 0.06% | 140 |
|
|
2020
Q2 | – | Sell |
-7,944
| Closed | -$267K | – | 156 |
|
|
2020
Q1 | $267K | Sell |
7,944
-1,043
| -12% | -$43.8K | 0.1% | 114 |
|
|
2019
Q4 | $427K | Sell |
8,987
-44
| -0.5% | -$1.94K | 0.11% | 101 |
|
|
2019
Q3 | $378K | Sell |
9,031
-5,760
| -39% | -$232K | 0.11% | 103 |
|
|
2019
Q2 | $594K | Buy |
14,791
+5,000
| +51% | +$218K | 0.17% | 70 |
|
|
2019
Q1 | $418K | Sell |
9,791
-73
| -0.7% | -$3.3K | 0.12% | 85 |
|
|
2018
Q4 | $409K | Sell |
9,864
-49
| -0.5% | -$2.22K | 0.1% | 134 |
|
|
2018
Q3 | $487K | Buy |
9,913
+9,222
| +1,335% | +$471K | 0.15% | 83 |
|
|
2018
Q2 | $35K | Sell |
691
-9
| -1% | -$499 | 0.02% | 286 |
|
|
2018
Q1 | $36K | Sell |
700
-13
| -2% | -$697 | 0.02% | 278 |
|
|
2017
Q4 | $37K | Buy |
+713
| New | +$33.5K | 0.02% | 301 |
|
Other funds holding SCHW
Gryphon Financial Partners's SCHW Position: Q2 2026 in Review
Gryphon Financial Partners reduced its Charles Schwab (SCHW) stake by 5.8% in Q2 2026, selling an estimated $37.7K and leaving 6,718 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #209.
Gryphon Financial Partners first reported a position in SCHW in Q4 2017 and has held it in 33 quarters since. The position peaked at $670K in Q1 2026. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Gryphon Financial Partners held 6,718 shares of Charles Schwab worth $620K as of Q2 2026.
- Gryphon Financial Partners sold 413 Charles Schwab shares in Q2 2026, an estimated $37.7K.
- Charles Schwab made up 0.05% of Gryphon Financial Partners's portfolio in Q2 2026, its #209 holding.
- Gryphon Financial Partners first reported a position in Charles Schwab in Q4 2017 and has held it in 33 quarters since.
- Gryphon Financial Partners's Charles Schwab position peaked at $670K in Q1 2026.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.