Charles Schwab
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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
Q2 		$29.6M Buy
366,604
+13,618
+4% +$868K ﹤0.01% 1581
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 $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab's LOAR Position: Q2 2026 in Review

Charles Schwab increased its Loar Holdings (LOAR) stake by 3.9% in Q2 2026, buying an estimated $868K and bringing the position to 366,604 shares worth $29.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Charles Schwab first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Charles Schwab held 366,604 shares of Loar Holdings worth $29.6M as of Q2 2026.
  • Charles Schwab bought 13,618 Loar Holdings shares in Q2 2026, an estimated $868K.
  • Loar Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1581 holding.
  • Charles Schwab first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

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