FOSTER DYKEMA CABOT & PARTNERS, LLC

Position in SCHW — Schwab Charles Corp

CIK 2011882 WALTHAM, MA

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,703

+$9,200 QoQ

Shares Held

116

+625.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,205

of 2,301 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FOSTER DYKEMA CABOT & PARTNERS, LLC holds $39,637,438 across 4 Capital Markets names. SCHW ranks #3 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	37,840	$38,270,240
2	MS	Morgan Stanley	6,473	$1,353,115
3	SCHW	Schwab Charles Corp This page	116	$10,703
4	LPLA	LPL Financial Holdings Inc.	12	$3,380

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,703	116	+625.0%	Shares	Sole	2026-08-11
2026-03-31	$1,503	16	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,598	16	-80.7%	Shares	Sole	2026-02-12
2024-09-30	$5,379	83	-53.4%	Shares	Sole	2024-11-12
2024-06-30	$13,116	178	-16.0%	Shares	Sole	2024-08-14
2024-03-31	$15,336	212	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.