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BOLTON SECURITIES CORPORATION’s Charles Schwab SCHW Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$4.97M Buy
50,843
+5,265
+12% +$554K 0.19% 119
2026
Q2 		$4.21M Buy
45,578
+9,236
+25% +$842K 0.16% 144
2026
Q1 		$3.42M Buy
36,342
+2,830
+8% +$278K 0.16% 138
2025
Q4 		$3.35M Buy
33,512
+7,902
+31% +$750K 0.16% 147
2025
Q3 		$2.44M Buy
25,610
+15,537
+154% +$1.47M 0.12% 210
2025
Q2 		$919K Buy
10,073
+5,119
+103% +$429K 0.05% 363
2025
Q1 		$388K Buy
+4,954
New +$389K 0.02% 541

Other funds holding SCHW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCHW Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Charles Schwab (SCHW) stake by 12% in Q3 2026, buying an estimated $554K and bringing the position to 50,843 shares worth $4.97M. The position accounts for 0.19% of the portfolio, ranked #119.

BOLTON SECURITIES CORPORATION first reported a position in SCHW in Q1 2025 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 50,843 shares of Charles Schwab worth $4.97M as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 5,265 Charles Schwab shares in Q3 2026, an estimated $554K.
  • Charles Schwab made up 0.19% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #119 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Charles Schwab in Q1 2025 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.