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Bollard Group LLC

SEC CIK
0001556218
Latest filing
Aug 12, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Bollard Group LLC, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of SCHW by Bollard Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−24,246−100.0%Sold outHolders
Q3 202424,246$1.57M<0.1%00.0%UnchangedHolders
Q2 202424,246$1.79M0.1%−1,254−4.9%ReducedHolders
Q1 202425,500$1.84M0.1%00.0%UnchangedHolders
Q4 202325,500$1.75M0.1%−126−0.5%ReducedHolders
Q3 202325,626$1.41M0.1%+10.0%AddedHolders
Q2 202325,625$1.45M<0.1%+25,625NewHolders
Q1 20230$00.0%−13,388−100.0%Sold outHolders
Q4 202213,388$1.11M<0.1%+30+0.2%AddedHolders
Q3 202213,358$960.0K<0.1%−19,388−59.2%ReducedHolders
Q2 202232,746$2.07M0.1%−882−2.6%ReducedHolders
Q1 202233,628$2.83M0.1%−2,125−5.9%ReducedHolders
Q4 202135,753$3.01M0.1%+28,241+375.9%AddedHolders
Q3 20217,512$547.0K<0.1%+6,602+725.5%AddedHolders
Q2 2021910$66.0K<0.1%+2+0.2%AddedHolders
Q1 2021908$59.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.