Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$283,453
+$34,031 QoQ
Shares Held
3,072
+15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,784
of 2,304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Foster Group, Inc. holds $1,618,246 across 4 Capital Markets names. SCHW ranks #3 (17.5% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,453 | 3,072 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $249,422 | 2,654 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $248,775 | 2,490 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $232,183 | 2,432 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $214,505 | 2,351 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||