Charles Schwab
LFMD icon

Charles Schwab’s LifeMD LFMD Stock Holding History

Charles Schwab’s Portfolio LFMD Stock Details LFMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Buy
113,383
+8,874
+8% +$39.2K ﹤0.01% 3247
2026
Q1 		$377K Sell
104,509
-8,806
-8% -$30.5K ﹤0.01% 3193
2025
Q4 		$386K Buy
113,315
+9
+0% +$44 ﹤0.01% 3224
2025
Q3 		$769K Sell
113,306
-4
-0% -$33 ﹤0.01% 3037
2025
Q2 		$1.54M Buy
113,310
+4,828
+4% +$45.6K ﹤0.01% 2751
2025
Q1 		$590K Buy
108,482
+4
+0% +$23 ﹤0.01% 3019
2024
Q4 		$537K Buy
108,478
+6,034
+6% +$31.6K ﹤0.01% 3123
2024
Q3 		$537K Hold
102,444
– – ﹤0.01% 3129
2024
Q2 		$703K Buy
102,444
+82,235
+407% +$752K ﹤0.01% 3056
2024
Q1 		$208K Hold
20,209
– – ﹤0.01% 3233
2023
Q4 		$168K Hold
20,209
– – ﹤0.01% 3296
2023
Q3 		$126K Hold
20,209
– – ﹤0.01% 3333
2023
Q2 		$87.9K Hold
20,209
– – ﹤0.01% 3358
2023
Q1 		$34.4K Hold
20,209
– – ﹤0.01% 3421
2022
Q4 		$39.2K Hold
20,209
– – ﹤0.01% 3406
2022
Q3 		$40K Buy
+20,209
New +$48.2K ﹤0.01% 3383
2021
Q3 		– Sell
-90,891
Closed -$1.07M – 3529
2021
Q2 		$1.07M Buy
90,891
+9,461
+12% +$109K ﹤0.01% 2900
2021
Q1 		$1.29M Buy
+81,430
New +$1.47M ﹤0.01% 2771

Other funds holding LFMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab's LFMD Position: Q2 2026 in Review

Charles Schwab increased its LifeMD (LFMD) stake by 8.5% in Q2 2026, buying an estimated $39.2K and bringing the position to 113,383 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

Charles Schwab first reported a position in LFMD in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q2 2025. 116 funds tracked by Wall St. Rank hold LFMD as of Q2 2026.

  • Charles Schwab held 113,383 shares of LifeMD worth $468K as of Q2 2026.
  • Charles Schwab bought 8,874 LifeMD shares in Q2 2026, an estimated $39.2K.
  • LifeMD made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3247 holding.
  • Charles Schwab first reported a position in LifeMD in Q1 2021 and has held it in 18 quarters since.
  • Charles Schwab's LifeMD position peaked at $1.54M in Q2 2025.
  • 116 funds tracked by Wall St. Rank held LifeMD as of Q2 2026.

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