FG
SCHW

Foster Group’s Charles Schwab SCHW Stock Holding History

Foster Group’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 		$283K Buy
3,072
+418
+16% +$38.1K 0.01% 252
2026
Q1 		$249K Buy
2,654
+164
+7% +$16.1K 0.01% 235
2025
Q4 		$249K Buy
2,490
+58
+2% +$5.5K 0.01% 242
2025
Q3 		$232K Buy
2,432
+81
+3% +$7.69K 0.01% 241
2025
Q2 		$215K Buy
+2,351
New +$197K 0.01% 238

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Foster Group's SCHW Position: Q2 2026 in Review

Foster Group increased its Charles Schwab (SCHW) stake by 16% in Q2 2026, buying an estimated $38.1K and bringing the position to 3,072 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #252.

Foster Group first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Foster Group held 3,072 shares of Charles Schwab worth $283K as of Q2 2026.
  • Foster Group bought 418 Charles Schwab shares in Q2 2026, an estimated $38.1K.
  • Charles Schwab made up 0.01% of Foster Group's portfolio in Q2 2026, its #252 holding.
  • Foster Group first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.