Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$238,887
+$5,817 QoQ
Shares Held
2,589
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,871
of 2,304 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GRANDFIELD & DODD, LLC holds $917,430 across 2 Capital Markets names. SCHW ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,246 | $678,543 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,589 | $238,887 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,887 | 2,589 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $233,070 | 2,480 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $248,376 | 2,486 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $236,765 | 2,480 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $226,275 | 2,480 | Shares | Sole | 2025-08-08 | |
| 2024-06-30 | $265,284 | 3,600 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $260,424 | 3,600 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $247,680 | 3,600 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $220,201 | 3,885 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $203,496 | 3,885 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $323,465 | 3,885 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $284,677 | 3,961 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $250,255 | 3,961 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $333,951 | 3,961 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $333,120 | 3,961 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $282,983 | 3,885 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $282,866 | 3,885 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $253,224 | 3,885 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $206,060 | 3,885 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $320,780 | 8,854 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $442,095 | 13,103 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $553,452 | 16,462 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||