FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Position in SCHW — Schwab Charles Corp
CIK 869353
PORTLAND, OR
Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$61,985,048
+$25,392,903 QoQ
Shares Held
671,779
+72.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#199
of 2,304 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $124,045,813 across 4 Capital Markets names. SCHW ranks #1 (50.0% of the industry book) .
All Filings in SCHW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,985,048 | 671,779 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $36,592,145 | 389,361 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $32,998,574 | 330,283 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $464,366 | 4,864 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $245,526 | 2,691 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $474,298 | 6,059 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $215,813 | 2,916 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $290,348 | 4,480 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $575,518 | 7,810 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $333,776 | 4,614 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $317,443 | 4,614 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $254,790 | 4,641 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $276,995 | 4,887 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $274,628 | 5,243 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $453,184 | 5,443 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $376,814 | 5,243 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $327,019 | 5,176 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $436,388 | 5,176 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $411,333 | 4,891 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $356,260 | 4,891 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $356,113 | 4,891 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $323,357 | 4,961 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $263,131 | 4,961 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||