Charles Schwab
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Charles Schwab’s Lithia Motors LAD Stock Holding History

Charles Schwab’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.2M Buy
227,931
+47
+0% +$13.4K 0.01% 1046
2026
Q1 		$56.9M Buy
227,884
+16,777
+8% +$4.98M 0.01% 1063
2025
Q4 		$70.2M Sell
211,107
-294
-0.1% -$93.4K 0.01% 940
2025
Q3 		$66.8M Buy
211,401
+1,263
+0.6% +$407K 0.01% 962
2025
Q2 		$71M Sell
210,138
-796
-0.4% -$246K 0.01% 868
2025
Q1 		$61.9M Buy
210,934
+2,681
+1% +$913K 0.01% 929
2024
Q4 		$74.4M Buy
208,253
+2,108
+1% +$743K 0.01% 828
2024
Q3 		$65.5M Sell
206,145
-16,721
-8% -$4.66M 0.01% 920
2024
Q2 		$56.3M Buy
222,866
+8,101
+4% +$2.12M 0.01% 976
2024
Q1 		$64.6M Buy
214,765
+6,236
+3% +$1.84M 0.01% 843
2023
Q4 		$68.7M Buy
208,529
+9,296
+5% +$2.55M 0.02% 764
2023
Q3 		$58.8M Sell
199,233
-64,149
-24% -$19.6M 0.02% 782
2023
Q2 		$80.1M Buy
263,382
+7,250
+3% +$1.74M 0.02% 606
2023
Q1 		$58.6M Buy
256,132
+4,334
+2% +$1.05M 0.02% 730
2022
Q4 		$51.6M Buy
251,798
+8,597
+4% +$1.84M 0.02% 789
2022
Q3 		$52.2M Sell
243,201
-2,606
-1% -$681K 0.02% 729
2022
Q2 		$67.6M Sell
245,807
-10,894
-4% -$3.18M 0.02% 607
2022
Q1 		$77M Buy
256,701
+9,621
+4% +$3M 0.02% 628
2021
Q4 		$73.4M Buy
247,080
+6,670
+3% +$2.06M 0.02% 680
2021
Q3 		$76.2M Buy
240,410
+3,790
+2% +$1.32M 0.02% 624
2021
Q2 		$81.3M Sell
236,620
-28,768
-11% -$10.4M 0.03% 599
2021
Q1 		$104M Buy
265,388
+12,145
+5% +$4.36M 0.04% 439
2020
Q4 		$74.1M Buy
253,243
+33,258
+15% +$9.1M 0.03% 557
2020
Q3 		$50.1M Buy
219,985
+44,238
+25% +$9.95M 0.02% 664
2020
Q2 		$26.6M Buy
175,747
+3,662
+2% +$419K 0.01% 979
2020
Q1 		$14.1M Buy
172,085
+2,006
+1% +$242K 0.01% 1235
2019
Q4 		$25M Buy
170,079
+1,452
+0.9% +$218K 0.01% 1061
2019
Q3 		$22.3M Buy
168,627
+14,452
+9% +$1.85M 0.01% 1067
2019
Q2 		$18.3M Buy
154,175
+3,918
+3% +$433K 0.01% 1191
2019
Q1 		$13.9M Sell
150,257
-88,947
-37% -$7.74M 0.01% 1369
2018
Q4 		$18.3M Buy
239,204
+10,598
+5% +$838K 0.01% 1048
2018
Q3 		$18.7M Buy
228,606
+22,307
+11% +$1.97M 0.01% 1187
2018
Q2 		$19.5M Buy
206,299
+21,449
+12% +$2.12M 0.01% 1099
2018
Q1 		$18.6M Buy
184,850
+11,787
+7% +$1.33M 0.01% 1053
2017
Q4 		$19.7M Buy
173,063
+7,840
+5% +$912K 0.02% 994
2017
Q3 		$19.9M Buy
165,223
+13,143
+9% +$1.38M 0.02% 933
2017
Q2 		$14.3M Buy
152,080
+13,669
+10% +$1.24M 0.01% 1096
2017
Q1 		$11.9M Buy
138,411
+11,113
+9% +$1.08M 0.01% 1193
2016
Q4 		$12.3M Buy
127,298
+14,666
+13% +$1.34M 0.01% 1101
2016
Q3 		$10.8M Buy
112,632
+5,282
+5% +$444K 0.01% 1120
2016
Q2 		$7.63M Buy
107,350
+7,427
+7% +$595K 0.01% 1262
2016
Q1 		$8.73M Buy
99,923
+6,448
+7% +$554K 0.01% 1127
2015
Q4 		$9.97M Buy
93,475
+6,424
+7% +$738K 0.01% 1025
2015
Q3 		$9.41M Buy
87,051
+3,667
+4% +$412K 0.01% 1041
2015
Q2 		$9.44M Buy
83,384
+3,748
+5% +$399K 0.01% 1085
2015
Q1 		$7.92M Buy
79,636
+4,976
+7% +$447K 0.01% 1176
2014
Q4 		$6.47M Buy
74,660
+1,574
+2% +$122K 0.01% 1240
2014
Q3 		$5.53M Buy
73,086
+261
+0.4% +$23.1K 0.01% 1279
2014
Q2 		$6.85M Buy
72,825
+159
+0.2% +$12.2K 0.01% 1139
2014
Q1 		$4.83M Buy
72,666
+5,500
+8% +$344K 0.01% 1358
2013
Q4 		$4.66M Buy
67,166
+14
+0% +$940 0.01% 1314
2013
Q3 		$4.95M Buy
67,152
+2,958
+5% +$193K 0.01% 1199
2013
Q2 		$3.47M Buy
+64,194
New +$3.22M 0.01% 1346

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Charles Schwab's LAD Position: Q2 2026 in Review

Charles Schwab increased its Lithia Motors (LAD) stake by 0.02% in Q2 2026, buying an estimated $13.4K and bringing the position to 227,931 shares worth $66.2M. The position accounts for 0.01% of the portfolio, ranked #1046.

Charles Schwab first reported a position in LAD in Q2 2013 and has held it in 53 quarters since. The position peaked at $104M in Q1 2021. 442 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Charles Schwab held 227,931 shares of Lithia Motors worth $66.2M as of Q2 2026.
  • Charles Schwab bought 47 Lithia Motors shares in Q2 2026, an estimated $13.4K.
  • Lithia Motors made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1046 holding.
  • Charles Schwab first reported a position in Lithia Motors in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's Lithia Motors position peaked at $104M in Q1 2021.
  • 442 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.