FDCP
SCHW

Foster Dykema Cabot & Partners’s Charles Schwab SCHW Stock Holding History

Foster Dykema Cabot & Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5K Hold
16
– – ﹤0.01% 301
2025
Q4 		$1.6K Buy
+16
New +$1.52K ﹤0.01% 310
2024
Q4 		– Sell
-83
Closed -$5.38K – 468
2024
Q3 		$5.38K Sell
83
-95
-53% -$6.24K ﹤0.01% 401
2024
Q2 		$13.1K Sell
178
-34
-16% -$2.51K ﹤0.01% 254
2024
Q1 		$15.3K Buy
+212
New +$14K ﹤0.01% 252

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Foster Dykema Cabot & Partners's SCHW Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Charles Schwab (SCHW) position steady in Q1 2026 at 16 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Foster Dykema Cabot & Partners first reported a position in SCHW in Q1 2024 and has held it in 5 quarters since. The position peaked at $15.3K in Q1 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Foster Dykema Cabot & Partners held 16 shares of Charles Schwab worth $1.5K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its Charles Schwab share count unchanged in Q1 2026.
  • Charles Schwab made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #301 holding.
  • Foster Dykema Cabot & Partners first reported a position in Charles Schwab in Q1 2024 and has held it in 5 quarters since.
  • Foster Dykema Cabot & Partners's Charles Schwab position peaked at $15.3K in Q1 2024.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.