Choate Investment Advisors

Position in SCHW — Schwab Charles Corp

CIK 1399794 BOSTON, MA

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,039,466

-$162,338 QoQ

Shares Held

32,941

-3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#792

of 2,304 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

Choate Investment Advisors holds $11,132,037 across 3 Capital Markets names. SCHW ranks #3 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	20,657	$4,318,139
2	GS	Goldman Sachs Group Inc	3,732	$3,774,432
3	SCHW	Schwab Charles Corp This page	32,941	$3,039,466

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,039,466	32,941	-3.3%	Shares	Sole	2026-08-11
2026-03-31	$3,201,804	34,069	+0.2%	Shares	Sole	2026-05-13
2025-12-31	$3,396,440	33,995	-1.9%	Shares	Sole	2026-02-09
2025-09-30	$3,307,080	34,640	+0.5%	Shares	Sole	2025-11-10
2025-06-30	$3,145,499	34,475	-4.3%	Shares	Sole	2025-08-12
2025-03-31	$2,820,115	36,026	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$2,671,168	36,092	-4.1%	Shares	Sole	2025-02-10
2024-09-30	$2,439,189	37,636	-66.3%	Shares	Sole	2024-11-13
2024-06-30	$8,230,509	111,691	+1.7%	Shares	Sole	2024-08-08
2024-03-31	$7,944,089	109,816	+21.2%	Shares	Sole	2024-05-07
2023-12-31	$6,235,275	90,629	+42.2%	Shares	Sole	2024-02-14
2023-09-30	$3,498,831	63,731	+59.3%	Shares	Sole	2023-10-30
2023-06-30	$2,267,313	40,002	+6.3%	Shares	Sole	2023-08-01
2023-03-31	$1,971,635	37,641	+265.2%	Shares	Sole	2023-05-15
2022-12-31	$858,077	10,306	+189.1%	Shares	Sole	2023-02-14
2022-09-30	$256,216	3,565	-51.4%	Shares	Sole	2022-11-14
2022-03-31	$618,498	7,336	-1.0%	Shares	Sole	2022-04-29
2021-12-31	$623,265	7,411	+20.0%	Shares	Sole	2022-02-07
2020-03-31	$207,637	6,176	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.