Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,390,346
-$329,717 QoQ
Shares Held
25,906
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#874
of 2,304 holders
Holding Since
Dec 2022
11 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 Fund Management Co Ltd. holds $4,390,280 across 4 Capital Markets names. SCHW ranks #1 (54.4% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,390,346 | 25,906 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $2,720,063 | 28,943 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $3,054,948 | 30,577 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,919,186 | 30,577 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,654,089 | 18,129 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $430,853 | 5,504 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $407,351 | 5,504 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $508,045 | 7,839 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $436,686 | 5,926 | Shares | Defined | 2024-08-07 | |
| 2023-06-30 | $1,700,400 | 30,000 | Shares | Defined | 2023-07-27 | |
| 2022-12-31 | $1,665,200 | 20,000 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||