Evelyn Partners Group Ltd’s Charles Schwab SCHW Stock Holding History

Evelyn Partners Group Ltd’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	$189K	Buy	+2,047	New	+$187K	﹤0.01%	274

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Evelyn Partners Group Ltd's SCHW Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Charles Schwab (SCHW) in Q2 2026: 2,047 shares worth $189K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings.

1,397 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Evelyn Partners Group Ltd held 2,047 shares of Charles Schwab worth $189K as of Q2 2026.
Charles Schwab was a new Evelyn Partners Group Ltd position in Q2 2026.
Charles Schwab made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #274 holding.
1,397 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.