Birch Hill Investment Advisors LLC

Position in SCHW — Schwab Charles Corp

CIK 1424177 Boston, MA

Position in SCHW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$242,670

New position

Shares Held

2,630

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,862

of 2,304 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Birch Hill Investment Advisors LLC holds $1,244,985 across 3 Capital Markets names. SCHW ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	625	$632,106
2	MS	Morgan Stanley	1,771	$370,209
3	SCHW	Schwab Charles Corp This page	2,630	$242,670

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,670	2,630	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.