WTA
SCHW

Washington Trust Advisors’s Charles Schwab SCHW Stock Holding History

Washington Trust 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 		$41.2K Buy
447
+242
+118% +$22.1K ﹤0.01% 395
2026
Q1 		$19.3K Buy
205
+31
+18% +$3.04K ﹤0.01% 436
2025
Q4 		$17.4K Hold
174
– – ﹤0.01% 450
2025
Q3 		$16.6K Sell
174
-258
-60% -$24.5K ﹤0.01% 463
2025
Q2 		$39.4K Hold
432
– – ﹤0.01% 344
2025
Q1 		$33.8K Buy
432
+45
+12% +$3.53K ﹤0.01% 353
2024
Q4 		$28.6K Hold
387
– – ﹤0.01% 374
2024
Q3 		$25.1K Buy
387
+149
+63% +$9.79K ﹤0.01% 395
2024
Q2 		$17.5K Hold
238
– – ﹤0.01% 415
2024
Q1 		$17.2K Buy
238
+139
+140% +$9.15K ﹤0.01% 415
2023
Q4 		$6.81K Buy
+99
New +$5.72K ﹤0.01% 533
2022
Q4 		– Sell
-270
Closed -$19K – 871
2022
Q3 		$19K Sell
270
-62
-19% -$4.3K ﹤0.01% 525
2022
Q2 		$21K Sell
332
-32
-9% -$2.21K ﹤0.01% 535
2022
Q1 		$31K Sell
364
-141
-28% -$12.4K ﹤0.01% 520
2021
Q4 		$43K Buy
+505
New +$40.9K ﹤0.01% 503

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Washington Trust Advisors's SCHW Position: Q2 2026 in Review

Washington Trust Advisors increased its Charles Schwab (SCHW) stake by 118% in Q2 2026, buying an estimated $22.1K and bringing the position to 447 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Washington Trust Advisors first reported a position in SCHW in Q4 2021 and has held it in 15 quarters since. The position peaked at $43K in Q4 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Washington Trust Advisors held 447 shares of Charles Schwab worth $41.2K as of Q2 2026.
  • Washington Trust Advisors bought 242 Charles Schwab shares in Q2 2026, an estimated $22.1K.
  • Charles Schwab made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #395 holding.
  • Washington Trust Advisors first reported a position in Charles Schwab in Q4 2021 and has held it in 15 quarters since.
  • Washington Trust Advisors's Charles Schwab position peaked at $43K in Q4 2021.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.