Skip to content
Disclosery

LGT Group Foundation: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LGT Group Foundation on SCHW, newest first. How the timeline and the estimate are built.

LGT Group Foundation held 41,986 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,986 shares
    Change vs previous 13F +2,819 shares

    0.04% of the 13F portfolio, value $3,874,048.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,167 shares
    Change vs previous 13F -16,709 shares

    0.04% of the 13F portfolio, value $3,680,914.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,876 shares
    Change vs previous 13F -7,158 shares

    0.06% of the 13F portfolio, value $5,618,332.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 63,034 shares
    Change vs previous 13F -2,782 shares

    0.07% of the 13F portfolio, value $5,814,888.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,816 shares
    Change vs previous 13F +1,613 shares

    0.08% of the 13F portfolio, value $6,005,052.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 64,203 shares
    Change vs previous 13F -2,632 shares

    0.07% of the 13F portfolio, value $5,025,811.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 66,835 shares
    Change vs previous 13F -122 shares

    0.08% of the 13F portfolio, value $4,946,459.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,957 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,241,726.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).