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Charles Schwab Trust’s Lowe's Companies LOW Stock Holding History

Charles Schwab Trust’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,108
Closed -$267K – 178
2025
Q4 		$267K Buy
1,108
+84
+8% +$20.2K 0.02% 159
2025
Q3 		$257K Buy
+1,024
New +$252K 0.02% 164
2022
Q1 		– Sell
-1,133
Closed -$293K – 164
2021
Q4 		$293K Buy
+1,133
New +$269K 0.05% 143

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab Trust's LOW Position: Q1 2026 in Review

Charles Schwab Trust sold out of Lowe's Companies (LOW) in Q1 2026, closing a stake of 1,108 shares — an estimated $267K sold.

Charles Schwab Trust first reported a position in LOW in Q4 2021 and held it in 3 quarters. The position peaked at $293K in Q4 2021. 2,695 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Charles Schwab Trust reported no remaining Lowe's Companies position as of Q1 2026 after selling out during the quarter.
  • Charles Schwab Trust sold 1,108 Lowe's Companies shares in Q1 2026, an estimated $267K.
  • Charles Schwab Trust first reported a position in Lowe's Companies in Q4 2021 and held it in 3 quarters.
  • Charles Schwab Trust's Lowe's Companies position peaked at $293K in Q4 2021.
  • 2,695 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Charles Schwab Trust's 13F filing for Q1 2026, filed 10 Apr 2026.