Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$396,022
-$7,340 QoQ
Shares Held
4,292
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,608
of 2,304 holders
Holding Since
Mar 2020
17 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, 2026TRILLIUM ASSET MANAGEMENT, LLC holds $25,479,700 across 4 Capital Markets names. SCHW ranks #3 (1.6% of the industry book) .
All Filings in SCHW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,022 | 4,292 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $403,362 | 4,292 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $468,777 | 4,692 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $459,878 | 4,817 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $445,342 | 4,881 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $325,331 | 4,156 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $307,585 | 4,156 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $265,526 | 4,097 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $332,415 | 4,511 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $326,325 | 4,511 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $351,636 | 5,111 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $280,593 | 5,111 | Shares | Defined | 2023-11-08 | |
| 2021-03-31 | $2,539,021 | 38,954 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,066,120 | 38,954 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,411,303 | 38,954 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,314,307 | 38,954 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,316,962 | 39,172 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||