Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,874,047
+$193,133 QoQ
Shares Held
41,986
+7.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#717
of 2,304 holders
Holding Since
Mar 2022
18 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, 2026LGT Group Foundation holds $51,409,886 across 4 Capital Markets names. SCHW ranks #2 (7.5% of the industry book) .
All Filings in SCHW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,874,047 | 41,986 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,680,914 | 39,167 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $5,582,570 | 55,876 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $6,017,855 | 63,034 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,005,051 | 65,816 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $5,025,810 | 64,203 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,946,456 | 66,835 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $4,339,482 | 66,957 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $889,806 | 12,075 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $894,194 | 12,361 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $812,940 | 11,816 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $8,052,511 | 146,676 | Shares | Defined | 2023-11-06 | |
| 2023-06-30 | $9,854,271 | 173,858 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $9,297,239 | 177,496 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $5,073,447 | 60,935 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,297,107 | 45,876 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $3,142,003 | 49,731 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $4,832,142 | 57,314 | Shares | Defined | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||