Ironwood Financial’s Charles Schwab SCHW Stock Holding History

Ironwood Financial’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	$1M	Hold	9,803	–	–	0.16%	92
2026 Q1	$921K	Hold	9,803	–	–	0.16%	86
2025 Q4	$999K	Buy	9,803 +1	+0%	+$95	0.17%	85
2025 Q3	$936K	Hold	9,802	–	–	0.17%	85
2025 Q2	$767K	Hold	9,802	–	–	0.16%	89
2025 Q1	$767K	Hold	9,802	–	–	0.16%	89
2024 Q4	$725K	Sell	9,802 -200	-2%	-$15K	0.15%	91
2024 Q3	$648K	Sell	10,002 -231	-2%	-$15.2K	0.14%	94
2024 Q2	$754K	Buy	10,233 +47	+0.5%	+$3.47K	0.17%	87
2024 Q1	$737K	Buy	10,186 +160	+2%	+$10.5K	0.17%	91
2023 Q4	$690K	Hold	10,026	–	–	0.17%	89
2023 Q3	$550K	Buy	10,026 +1	+0%	+$60	0.15%	86
2023 Q2	$568K	Sell	10,025 -196	-2%	-$10.3K	0.15%	87
2023 Q1	$535K	Buy	10,221 +1,110	+12%	+$81.3K	0.15%	90
2022 Q4	$759K	Hold	9,111	–	–	0.24%	69
2022 Q3	$655K	Hold	9,111	–	–	0.22%	68
2022 Q2	$576K	Hold	9,111	–	–	0.19%	74
2022 Q1	$768K	Hold	9,111	–	–	0.22%	69
2021 Q4	$766K	Hold	9,111	–	–	0.21%	71
2021 Q3	$664K	Hold	9,111	–	–	0.19%	73
2021 Q2	$663K	Hold	9,111	–	–	0.2%	72
2021 Q1	$594K	Buy	+9,111	New	+$552K	0.19%	75

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

Ironwood Financial's SCHW Position: Q2 2026 in Review

Ironwood Financial held its Charles Schwab (SCHW) position steady in Q2 2026 at 9,803 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #92.

Ironwood Financial first reported a position in SCHW in Q1 2021 and has held it in 22 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Ironwood Financial held 9,803 shares of Charles Schwab worth $1M as of Q2 2026.
Ironwood Financial left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.16% of Ironwood Financial's portfolio in Q2 2026, its #92 holding.
Ironwood Financial first reported a position in Charles Schwab in Q1 2021 and has held it in 22 quarters since.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.