LWCFA
SCHW

Loring Wolcott & Coolidge Fiduciary Advisors’s Charles Schwab SCHW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$806K Sell
8,740
-1,480
-14% -$135K 0.01% 198
2026
Q1 		$969K Hold
10,220
– – 0.01% 169
2025
Q4 		$1.06M Buy
10,220
+140
+1% +$13.3K 0.01% 162
2025
Q3 		$954K Buy
+10,080
New +$957K 0.01% 176
2024
Q2 		– Sell
-100
Closed -$7.43K – 577
2024
Q1 		$7.43K Buy
+100
New +$6.59K ﹤0.01% 512
2023
Q1 		– Sell
-19
Closed -$1.58K – 610
2022
Q4 		$1.58K Hold
19
– – ﹤0.01% 555
2022
Q3 		$1K Hold
19
– – ﹤0.01% 596
2022
Q2 		$1K Sell
19
-1,436
-99% -$99K ﹤0.01% 622
2022
Q1 		$123K Sell
1,455
-470
-24% -$41.3K ﹤0.01% 355
2021
Q4 		$162K Sell
1,925
-37
-2% -$2.99K ﹤0.01% 339
2021
Q3 		$143K Sell
1,962
-206
-10% -$14.7K ﹤0.01% 345
2021
Q2 		$158K Buy
+2,168
New +$153K ﹤0.01% 347
2019
Q4 		– Sell
-5,703
Closed -$239K – 710
2019
Q3 		$239K Sell
5,703
-81
-1% -$3.27K ﹤0.01% 248
2019
Q2 		$232K Hold
5,784
– – ﹤0.01% 250
2019
Q1 		$247K Sell
5,784
-2,669
-32% -$121K ﹤0.01% 241
2018
Q4 		$351K Sell
8,453
-2,736
-24% -$124K 0.01% 217
2018
Q3 		$550K Hold
11,189
– – 0.01% 200
2018
Q2 		$572K Buy
11,189
+6,753
+152% +$374K 0.01% 193
2018
Q1 		$232K Buy
+4,436
New +$238K ﹤0.01% 262
2017
Q4 		– Sell
-92
Closed -$4K – 856
2017
Q3 		$4K Buy
92
+29
+46% +$1.2K ﹤0.01% 610
2017
Q2 		$3K Buy
+63
New +$2.52K ﹤0.01% 610
2015
Q1 		– Sell
-200
Closed -$6K – 636
2014
Q4 		$6K Buy
+200
New +$5.68K ﹤0.01% 590
2014
Q2 		– Sell
-385
Closed -$11K – 639
2014
Q1 		$11K Sell
385
-679
-64% -$17.7K ﹤0.01% 543
2013
Q4 		$28K Hold
1,064
– – ﹤0.01% 444
2013
Q3 		$22K Buy
1,064
+679
+176% +$14.8K ﹤0.01% 436
2013
Q2 		$8K Buy
+385
New +$7.11K ﹤0.01% 549

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SCHW Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Charles Schwab (SCHW) stake by 14% in Q2 2026, selling an estimated $135K and leaving 8,740 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #198.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCHW in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.06M in Q4 2025. 1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 8,740 shares of Charles Schwab worth $806K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,480 Charles Schwab shares in Q2 2026, an estimated $135K.
  • Charles Schwab made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #198 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Charles Schwab in Q2 2013 and has held it in 26 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Charles Schwab position peaked at $1.06M in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.