Charles Schwab
LFVN icon

Charles Schwab’s LifeVantage LFVN Stock Holding History

Charles Schwab’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-27,028
Closed -$117K – 3502
2026
Q1 		$117K Sell
27,028
-7,200
-21% -$37.7K ﹤0.01% 3364
2025
Q4 		$211K Buy
34,228
+381
+1% +$2.82K ﹤0.01% 3340
2025
Q3 		$329K Hold
33,847
– – ﹤0.01% 3281
2025
Q2 		$443K Buy
+33,847
New +$438K ﹤0.01% 3177
2021
Q2 		– Sell
-28,113
Closed -$263K – 3481
2021
Q1 		$263K Sell
28,113
-33,993
-55% -$317K ﹤0.01% 3277
2020
Q4 		$579K Hold
62,106
– – ﹤0.01% 2940
2020
Q3 		$750K Buy
62,106
+17,899
+40% +$242K ﹤0.01% 2753
2020
Q2 		$598K Buy
44,207
+9,810
+29% +$136K ﹤0.01% 2766
2020
Q1 		$355K Sell
34,397
-38,360
-53% -$525K ﹤0.01% 2822
2019
Q4 		$1.14M Hold
72,757
– – ﹤0.01% 2555
2019
Q3 		$997K Buy
72,757
+38,360
+112% +$468K ﹤0.01% 2571
2019
Q2 		$447K Buy
+34,397
New +$409K ﹤0.01% 2860
2017
Q2 		– Sell
-21,200
Closed -$114K – 3121
2017
Q1 		$114K Hold
21,200
– – ﹤0.01% 2999
2016
Q4 		$173K Hold
21,200
– – ﹤0.01% 2988
2016
Q3 		$201K Hold
21,200
– – ﹤0.01% 2919
2016
Q2 		$289K Buy
+21,200
New +$241K ﹤0.01% 2798
2014
Q3 		– Sell
-2,363
Closed -$24K – 3079
2014
Q2 		$24K Sell
2,363
-34,078
-94% -$323K ﹤0.01% 3078
2014
Q1 		$335K Buy
36,441
+1,029
+3% +$10.3K ﹤0.01% 2755
2013
Q4 		$410K Buy
35,412
+1,234
+4% +$17.4K ﹤0.01% 2660
2013
Q3 		$556K Sell
34,178
-448
-1% -$7.74K ﹤0.01% 2508
2013
Q2 		$585K Buy
+34,626
New +$556K ﹤0.01% 2446

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's LFVN Position: Q2 2026 in Review

Charles Schwab sold out of LifeVantage (LFVN) in Q2 2026, closing a stake of 27,028 shares — an estimated $117K sold.

Charles Schwab first reported a position in LFVN in Q2 2013 and held it in 21 quarters. The position peaked at $1.14M in Q4 2019. 89 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • Charles Schwab reported no remaining LifeVantage position as of Q2 2026 after selling out during the quarter.
  • Charles Schwab sold 27,028 LifeVantage shares in Q2 2026, an estimated $117K.
  • Charles Schwab first reported a position in LifeVantage in Q2 2013 and held it in 21 quarters.
  • Charles Schwab's LifeVantage position peaked at $1.14M in Q4 2019.
  • 89 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

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