Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$387,534
+$18,005 QoQ
Shares Held
4,200
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,617
of 2,304 holders
Holding Since
Dec 2021
18 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, 2026BRADLEY FOSTER & SARGENT INC/CT holds $13,262,379 across 3 Capital Markets names. SCHW ranks #3 (2.9% of the industry book) .
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,534 | 4,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $369,529 | 3,932 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $434,808 | 4,352 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $412,621 | 4,322 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $397,350 | 4,355 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $621,699 | 7,942 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $587,787 | 7,942 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $527,683 | 8,142 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $553,338 | 7,509 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $554,052 | 7,659 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $294,739 | 4,284 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $509,856 | 9,287 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $526,387 | 9,287 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $282,584 | 3,394 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $269,081 | 3,744 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $232,249 | 3,676 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $271,984 | 3,226 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $228,079 | 2,712 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||