Forbes J M & Co LLP
- SEC CIK
- 0001067532
- Latest filing
- Jul 20, 2026
SCHW holding history
Schwab Charles Corp in every 13F filed by Forbes J M & Co LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,283
- Value
- $856.5K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,283 | $856.5K | 0.1% | −280−2.9% | Reduced | Holders |
| Q1 2026 | 9,563 | $898.7K | 0.1% | +61+0.6% | Added | Holders |
| Q4 2025 | 9,502 | $949.3K | 0.1% | −1,800−15.9% | Reduced | Holders |
| Q3 2025 | 11,302 | $1.08M | 0.1% | +20.0% | Added | Holders |
| Q2 2025 | 11,300 | $1.03M | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 11,300 | $884.6K | 0.1% | +7,100+169.0% | Added | Holders |
| Q4 2024 | 4,200 | $310.8K | <0.1% | +4,200 | New | Holders |