Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,789,776
+$3,995,680 QoQ
Shares Held
116,937
+61.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#492
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Common Asset Management, LLC holds $43,826,248 across 2 Capital Markets names. SCHW ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
158,039 | $33,036,472 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
116,937 | $10,789,776 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,789,776 | 116,937 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,794,096 | 72,293 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,298,825 | 73,054 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $11,362,075 | 119,012 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,680,909 | 128,024 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,302,587 | 131,612 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $17,810,210 | 240,646 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $22,933,212 | 353,853 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $27,594,178 | 374,463 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $25,259,825 | 349,182 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $29,876,124 | 434,246 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $14,166,231 | 258,037 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $849,349 | 14,985 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $868,722 | 16,585 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,380,867 | 16,585 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,191,963 | 16,585 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,047,840 | 16,585 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,398,281 | 16,585 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,394,798 | 16,585 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,208,051 | 16,585 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,207,553 | 16,585 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $1,081,010 | 16,585 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $879,668 | 16,585 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $600,874 | 16,585 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $559,577 | 16,585 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $557,587 | 16,585 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||