John Boyer Inc’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$24.1K Buy
+246
New +$25.9K 0.02% 126

Other funds holding SCHW

John Boyer Inc's SCHW Position: Q3 2026 in Review

John Boyer Inc opened a new position in Charles Schwab (SCHW) in Q3 2026: 246 shares worth $24.1K. The stake represents 0.02% of the portfolio and ranks #126 among its holdings.

1,879 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • John Boyer Inc held 246 shares of Charles Schwab worth $24.1K as of Q3 2026.
  • Charles Schwab was a new John Boyer Inc position in Q3 2026.
  • Charles Schwab made up 0.02% of John Boyer Inc's portfolio in Q3 2026, its #126 holding.
  • 1,879 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on John Boyer Inc's 13F filing for Q3 2026, filed 27 Oct 2026.