Tower Bridge Advisors’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 | $11.2M | Sell |
121,059
-2,731
| -2% | -$249K | 1.01% | 24 |
|
|
2026
Q1 | $11.6M | Buy |
123,790
+4,505
| +4% | +$442K | 1.12% | 21 |
|
|
2025
Q4 | $11.9M | Sell |
119,285
-1,958
| -2% | -$186K | 1.2% | 20 |
|
|
2025
Q3 | $11.6M | Sell |
121,243
-2,785
| -2% | -$264K | 1.16% | 25 |
|
|
2025
Q2 | $11.3M | Buy |
124,028
+7,910
| +7% | +$662K | 1.22% | 20 |
|
|
2025
Q1 | $9.09M | Sell |
116,118
-5,425
| -4% | -$426K | 1.02% | 31 |
|
|
2024
Q4 | $9M | Sell |
121,543
-6,316
| -5% | -$473K | 0.96% | 32 |
|
|
2024
Q3 | $8.29M | Sell |
127,859
-3,431
| -3% | -$225K | 0.86% | 37 |
|
|
2024
Q2 | $9.67M | Sell |
131,290
-20,569
| -14% | -$1.52M | 1.08% | 29 |
|
|
2024
Q1 | $11M | Sell |
151,859
-98,596
| -39% | -$6.49M | 1.12% | 26 |
|
|
2023
Q4 | $17.2M | Buy |
250,455
+26,282
| +12% | +$1.52M | 1.48% | 17 |
|
|
2023
Q3 | $12.3M | Sell |
224,173
-1,494
| -0.7% | -$90.3K | 1.14% | 24 |
|
|
2023
Q2 | $12.8M | Sell |
225,667
-10,595
| -4% | -$555K | 1.17% | 22 |
|
|
2023
Q1 | $12.4M | Buy |
236,262
+2,132
| +0.9% | +$156K | 1.01% | 24 |
|
|
2022
Q4 | $19.5M | Buy |
234,130
+3,350
| +1% | +$260K | 1.62% | 17 |
|
|
2022
Q3 | $16.6M | Buy |
230,780
+980
| +0.4% | +$68K | 1.47% | 19 |
|
|
2022
Q2 | $14.5M | Sell |
229,800
-7,236
| -3% | -$499K | 1.18% | 22 |
|
|
2022
Q1 | $20M | Sell |
237,036
-9,585
| -4% | -$843K | 1.34% | 20 |
|
|
2021
Q4 | $20.7M | Buy |
246,621
+64
| +0% | +$5.18K | 1.27% | 20 |
|
|
2021
Q3 | $18M | Buy |
246,557
+400
| +0.2% | +$28.6K | 1.2% | 24 |
|
|
2021
Q2 | $17.9M | Sell |
246,157
-2,642
| -1% | -$187K | 1.19% | 25 |
|
|
2021
Q1 | $16.2M | Sell |
248,799
-3,413
| -1% | -$207K | 1.22% | 23 |
|
|
2020
Q4 | $13.4M | Sell |
252,212
-2,691
| -1% | -$122K | 1.09% | 30 |
|
|
2020
Q3 | $9.24M | Buy |
254,903
+6,967
| +3% | +$242K | 0.94% | 34 |
|
|
2020
Q2 | $8.37M | Sell |
247,936
-1,405
| -0.6% | -$50.3K | 0.94% | 36 |
|
|
2020
Q1 | $8.38M | Buy |
249,341
+24,679
| +11% | +$1.04M | 1.1% | 31 |
|
|
2019
Q4 | $10.7M | Sell |
224,662
-1,678
| -0.7% | -$74K | 1.13% | 31 |
|
|
2019
Q3 | $9.85M | Sell |
226,340
-2,666
| -1% | -$108K | 1.08% | 34 |
|
|
2019
Q2 | $9.2M | Buy |
229,006
+3,541
| +2% | +$154K | 1.03% | 35 |
|
|
2019
Q1 | $9.64M | Sell |
225,465
-7,821
| -3% | -$353K | 1.12% | 32 |
|
|
2018
Q4 | $9.69M | Sell |
233,286
-11,255
| -5% | -$509K | 1.25% | 27 |
|
|
2018
Q3 | $12M | Buy |
244,541
+1,127
| +0.5% | +$57.6K | 1.26% | 29 |
|
|
2018
Q2 | $12.4M | Sell |
243,414
-15,048
| -6% | -$834K | 1.39% | 23 |
|
|
2018
Q1 | $13.5M | Sell |
258,462
-18,459
| -7% | -$989K | 1.5% | 19 |
|
|
2017
Q4 | $14.2M | Buy |
276,921
+1,011
| +0.4% | +$47.5K | 1.53% | 17 |
|
|
2017
Q3 | $12.1M | Sell |
275,910
-3,171
| -1% | -$132K | 1.37% | 24 |
|
|
2017
Q2 | $12M | Buy |
279,081
+1,440
| +0.5% | +$57.6K | 1.37% | 23 |
|
|
2017
Q1 | $11.3M | Sell |
277,641
-3,390
| -1% | -$140K | 1.32% | 26 |
|
|
2016
Q4 | $11.1M | Buy |
281,031
+709
| +0.3% | +$25.3K | 1.34% | 25 |
|
|
2016
Q3 | $8.85M | Buy |
280,322
+21,883
| +8% | +$642K | 1.08% | 33 |
|
|
2016
Q2 | $6.54M | Buy |
258,439
+4,052
| +2% | +$115K | 0.81% | 45 |
|
|
2016
Q1 | $7.13M | Buy |
254,387
+17,855
| +8% | +$471K | 0.89% | 43 |
|
|
2015
Q4 | $7.79M | Buy |
236,532
+84,251
| +55% | +$2.67M | 1.01% | 35 |
|
|
2015
Q3 | $4.35M | Buy |
152,281
+30,738
| +25% | +$986K | 0.6% | 56 |
|
|
2015
Q2 | $3.97M | Buy |
+121,543
| New | +$3.84M | 0.5% | 62 |
|
Other funds holding SCHW
Tower Bridge Advisors's SCHW Position: Q2 2026 in Review
Tower Bridge Advisors reduced its Charles Schwab (SCHW) stake by 2.2% in Q2 2026, selling an estimated $249K and leaving 121,059 shares worth $11.2M. The position accounts for 1.01% of the portfolio, ranked #24.
Tower Bridge Advisors first reported a position in SCHW in Q2 2015 and has held it in 45 quarters since. The position peaked at $20.7M in Q4 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Tower Bridge Advisors held 121,059 shares of Charles Schwab worth $11.2M as of Q2 2026.
- Tower Bridge Advisors sold 2,731 Charles Schwab shares in Q2 2026, an estimated $249K.
- Charles Schwab made up 1.01% of Tower Bridge Advisors's portfolio in Q2 2026, its #24 holding.
- Tower Bridge Advisors first reported a position in Charles Schwab in Q2 2015 and has held it in 45 quarters since.
- Tower Bridge Advisors's Charles Schwab position peaked at $20.7M in Q4 2021.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.