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
Q2 		$10.7K Buy
116
+100
+625% +$9.12K ﹤0.01% 260
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Foster Dykema Cabot & Partners's SCHW Position: Q2 2026 in Review

Foster Dykema Cabot & Partners increased its Charles Schwab (SCHW) stake by 625% in Q2 2026, buying an estimated $9.12K and bringing the position to 116 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Foster Dykema Cabot & Partners first reported a position in SCHW in Q1 2024 and has held it in 6 quarters since. The position peaked at $15.3K in Q1 2024. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Foster Dykema Cabot & Partners held 116 shares of Charles Schwab worth $10.7K as of Q2 2026.
  • Foster Dykema Cabot & Partners bought 100 Charles Schwab shares in Q2 2026, an estimated $9.12K.
  • Charles Schwab made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #260 holding.
  • Foster Dykema Cabot & Partners first reported a position in Charles Schwab in Q1 2024 and has held it in 6 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 Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.