Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$415,399
-$18,882 QoQ
Shares Held
4,502
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,589
of 2,304 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $3,527,590 across 3 Capital Markets names. SCHW ranks #3 (11.8% 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 | $415,399 | 4,502 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $434,281 | 4,621 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $461,684 | 4,621 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $444,603 | 4,657 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $424,904 | 4,657 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $321,495 | 4,107 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $337,263 | 4,557 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $288,987 | 4,459 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $325,930 | 4,423 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $415,303 | 5,741 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $394,980 | 5,741 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $315,180 | 5,741 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $328,573 | 5,797 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $295,266 | 5,637 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $454,766 | 5,462 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $392,553 | 5,462 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $345,089 | 5,462 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||