SEC 13F Intelligence

Peapack Gladstone Financial Corp / SCHW

Peapack Gladstone Financial Corp’s Schwab Charles Corp Position

Does Peapack Gladstone Financial Corp own Schwab Charles Corp (SCHW)? Yes197.4K shares worth $19M (+0.24% of its 13F portfolio) as of Q1 2026, down from 199.4K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
197.4K
% of Portfolio
+0.24%
Quarters Held
29
currently held

Position History SCHW

Reported value by quarter
Q1 ’19: $17MQ1 ’19Q2 ’19: $16MQ3 ’19: $15MQ4 ’19: $17MQ1 ’20: $12MQ1 ’20Q2 ’20: $10MQ3 ’20: $11MQ4 ’20: $16MQ1 ’21: $20MQ1 ’21Q2 ’21: $22MQ3 ’21: $27MQ4 ’21: $31MQ1 ’22: $30MQ1 ’22Q2 ’22: $21MQ3 ’22: $24MQ4 ’22: $28MQ1 ’23: $18MQ1 ’23Q2 ’23: $18MQ3 ’23: $17MQ4 ’23: $20MQ1 ’24: $21MQ1 ’24Q2 ’24: $21MQ3 ’24: $17MQ4 ’24: $18MQ1 ’25: $18MQ1 ’25Q2 ’25: $21MQ3 ’25: $23MQ4 ’25: $20MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026197.4K$19M+0.24%
Q4 2025199.4K$20M+0.25%
Q3 2025245.0K$23M+0.30%
Q2 2025229.5K$21M+0.30%
Q1 2025235.0K$18M+0.27%
Q4 2024241.5K$18M+0.26%
Q3 2024262.1K$17M+0.24%
Q2 2024284.7K$21M+0.32%
Q1 2024288.7K$21M+0.33%
Q4 2023294.8K$20M+0.34%
Q3 2023303.7K$17M+0.31%
Q2 2023318.5K$18M+0.32%
Q1 2023332.6K$18M+0.33%
Q4 2022333.6K$28M+0.55%
Q3 2022339.9K$24M+0.50%
Q2 2022339.2K$21M+0.49%
Q1 2022350.2K$30M+0.58%
Q4 2021363.4K$31M+0.58%
Q3 2021364.9K$27M+0.55%
Q2 2021307.3K$22M+0.54%
Q1 2021305.0K$20M+0.51%
Q4 2020301.1K$16M+0.48%
Q3 2020300.8K$11M+0.40%
Q2 2020310.0K$10M+0.41%
Q1 2020343.9K$12M+0.55%
Q4 2019352.1K$17M+0.67%
Q3 2019366.0K$15M+0.66%
Q2 2019389.8K$16M+0.68%
Q1 2019393.4K$17M+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peapack Gladstone Financial Corp’s full portfolio or all institutional holders of SCHW.