Question 1

Does Brown Advisory own SCHW stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Brown Advisory holds 9,318,993 shares of SCHW (Charles Schwab), worth $859.9M.

Question 2

How many shares of SCHW does Brown Advisory own?

Accepted Answer

As of its Q2 2026 13F, Brown Advisory holds 9,318,993 shares of SCHW (Charles Schwab).

Question 3

What is Brown Advisory's SCHW position worth?

Accepted Answer

As of its Q2 2026 13F, Brown Advisory's SCHW position is worth $859.9M.

Question 4

Is Brown Advisory buying or selling SCHW?

Accepted Answer

In Q2 2026, Brown Advisory increased its SCHW position by 176,928 shares (+1.9%).

Question 5

When did Brown Advisory first buy SCHW?

Accepted Answer

Brown Advisory already held SCHW in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	9.3M	+1.9%	$859.9M	1.3%	$92.00	51
2026-Q1	Decreased	9.1M	-25.0%	$859.2M	1.4%	$93.37	0
2025-Q4	Decreased	12.2M	-2.4%	$1.2B	1.7%	$98.93	0
2025-Q3	Increased	12.5M	+2.7%	$1.2B	1.6%	$94.27	52
2025-Q2	Increased	12.2M	+88.4%	$1.1B	1.5%	$89.84	79
2025-Q1	Increased	6.5M	+37.4%	$505.2M	0.7%	$76.83	58
2024-Q4	Decreased	4.7M	-2.1%	$347.6M	0.4%	$72.40	0
2024-Q3	Increased	4.8M	+10.9%	$310.8M	0.4%	$63.18	41

SCHWShowing 8 of 31 quarters

SCHW
Showing 8 of 31 quarters