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Silvercrest Asset Management Group LLC

SEC CIK
0001232395
Latest filing
Aug 14, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Silvercrest Asset Management Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
10,140
Value
$935.6K
% of portfolio
<0.1%
Quarters held
19
Since Q3 2021
Holdings of SCHW by Silvercrest Asset Management Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,140$935.6K<0.1%00.0%UnchangedHolders
Q1 202610,140$953.0K<0.1%00.0%UnchangedHolders
Q4 202510,140$1.01M<0.1%+49+0.5%AddedHolders
Q3 202510,091$963.4K<0.1%00.0%UnchangedHolders
Q2 202510,091$920.7K<0.1%−21,297−67.9%ReducedHolders
Q1 202531,388$2.46M<0.1%+494+1.6%AddedHolders
Q4 202430,894$2.29M<0.1%+1,788+6.1%AddedHolders
Q3 202429,106$1.89M<0.1%+3,641+14.3%AddedHolders
Q2 202425,465$1.88M<0.1%−9,278−26.7%ReducedHolders
Q1 202434,743$2.51M<0.1%−2,138−5.8%ReducedHolders
Q4 202336,881$2.54M<0.1%+850+2.4%AddedHolders
Q3 202336,031$1.98M<0.1%+3,144+9.6%AddedHolders
Q2 202332,887$1.86M<0.1%+9,554+40.9%AddedHolders
Q1 202323,333$1.22M<0.1%+19,509+510.2%AddedHolders
Q4 20223,824$318.4K<0.1%+800+26.5%AddedHolders
Q3 20223,024$217.0K<0.1%+3,024NewHolders
Q2 20220$00.0%−3,024−100.0%Sold outHolders
Q1 20223,024$255.0K<0.1%+10+0.3%AddedHolders
Q4 20213,014$253.0K<0.1%+127+4.4%AddedHolders
Q3 20212,887$210.0K<0.1%+2,887NewHolders