Charles Schwab
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Charles Schwab’s CS Disco LAW Stock Holding History

Charles Schwab’s Portfolio LAW Stock Details LAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$682K Sell
180,473
-31,656
-15% -$123K ﹤0.01% 3135
2026
Q1 		$810K Buy
212,129
+882
+0.4% +$4.36K ﹤0.01% 2957
2025
Q4 		$1.64M Sell
211,247
-116
-0.1% -$818 ﹤0.01% 2791
2025
Q3 		$1.37M Buy
211,363
+21,735
+11% +$108K ﹤0.01% 2849
2025
Q2 		$829K Sell
189,628
-10,024
-5% -$39.3K ﹤0.01% 2960
2025
Q1 		$817K Sell
199,652
-4,382
-2% -$21.3K ﹤0.01% 2909
2024
Q4 		$1.02M Sell
204,034
-14,956
-7% -$86.8K ﹤0.01% 2902
2024
Q3 		$1.29M Buy
218,990
+7,551
+4% +$42.1K ﹤0.01% 2840
2024
Q2 		$1.26M Buy
211,439
+48,414
+30% +$334K ﹤0.01% 2843
2024
Q1 		$1.33M Sell
163,025
-15,682
-9% -$120K ﹤0.01% 2711
2023
Q4 		$1.36M Sell
178,707
-1,585
-0.9% -$9.99K ﹤0.01% 2737
2023
Q3 		$1.2M Buy
180,292
+35,382
+24% +$308K ﹤0.01% 2746
2023
Q2 		$1.19M Buy
144,910
+4,156
+3% +$28.5K ﹤0.01% 2704
2023
Q1 		$935K Buy
140,754
+576
+0.4% +$4.1K ﹤0.01% 2756
2022
Q4 		$886K Buy
140,178
+1,111
+0.8% +$9.49K ﹤0.01% 2814
2022
Q3 		$1.39M Buy
139,067
+29,149
+27% +$530K ﹤0.01% 2698
2022
Q2 		$1.98M Buy
109,918
+11,954
+12% +$308K ﹤0.01% 2569
2022
Q1 		$3.33M Buy
97,964
+19,769
+25% +$649K ﹤0.01% 2470
2021
Q4 		$2.8M Sell
78,195
-7,815
-9% -$347K ﹤0.01% 2590
2021
Q3 		$4.12M Buy
+86,010
New +$4.35M ﹤0.01% 2460

Other funds holding LAW

DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Charles Schwab's LAW Position: Q2 2026 in Review

Charles Schwab reduced its CS Disco (LAW) stake by 15% in Q2 2026, selling an estimated $123K and leaving 180,473 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

Charles Schwab first reported a position in LAW in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.12M in Q3 2021. 121 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

  • Charles Schwab held 180,473 shares of CS Disco worth $682K as of Q2 2026.
  • Charles Schwab sold 31,656 CS Disco shares in Q2 2026, an estimated $123K.
  • CS Disco made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3135 holding.
  • Charles Schwab first reported a position in CS Disco in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's CS Disco position peaked at $4.12M in Q3 2021.
  • 121 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

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