Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$592,373
-$10,978 QoQ
Shares Held
6,420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,437
of 2,309 holders
Holding Since
Mar 2020
24 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, 2026Boston Trust Walden Corp holds $118,338,715 across 6 Capital Markets names. SCHW ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
215,325 | $45,011,537 | |
| 2 | EVR |
Evercore Inc.
|
115,831 | $39,549,335 | |
| 3 | PIPR |
Piper Sandler Companies
|
437,008 | $31,613,158 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,184 | $1,197,462 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
6,420 | $592,373 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
7,500 | $374,850 |
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,373 | 6,420 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $603,351 | 6,420 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $841,242 | 8,420 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $827,724 | 8,670 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $791,050 | 8,670 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $521,814 | 6,666 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $493,350 | 6,666 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $424,246 | 6,546 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $482,374 | 6,546 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $481,422 | 6,655 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $457,864 | 6,655 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $361,187 | 6,579 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $372,897 | 6,579 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $414,273 | 7,909 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $467,421 | 5,614 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $403,478 | 5,614 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $335,169 | 5,305 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $444,313 | 5,270 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $443,207 | 5,270 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $383,866 | 5,270 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $383,708 | 5,270 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $343,498 | 5,270 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $279,520 | 5,270 | Shares | Defined | 2021-01-15 | |
| 2020-03-31 | $205,754 | 6,120 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||