Charles Schwab
LOAR icon

Charles Schwab’s Loar Holdings LOAR Stock Holding History

Charles Schwab’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.2M Buy
352,986
+15,222
+5% +$1.03M ﹤0.01% 1745
2025
Q4 		$23M Buy
337,764
+5,890
+2% +$429K ﹤0.01% 1666
2025
Q3 		$26.5M Buy
331,874
+81,448
+33% +$6.12M ﹤0.01% 1564
2025
Q2 		$21.6M Buy
250,426
+86,328
+53% +$7.47M ﹤0.01% 1630
2025
Q1 		$11.6M Sell
164,098
-786
-0.5% -$56.7K ﹤0.01% 1880
2024
Q4 		$12.2M Buy
164,884
+57,987
+54% +$4.75M ﹤0.01% 1930
2024
Q3 		$7.97M Buy
106,897
+36,701
+52% +$2.44M ﹤0.01% 2144
2024
Q2 		$3.75M Buy
+70,196
New +$3.8M ﹤0.01% 2483

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM