Charles Schwab’s Comstock LODE Stock Holding History

Charles Schwab’s Portfolio LODE Stock Details LODE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$172K	Hold	56,249	–	–	﹤0.01%	3319
2025 Q4	$211K	Buy	+56,249	New	+$191K	﹤0.01%	3339
2025 Q1	–	Sell	-5,993	Closed	-$48K	–	3501
2024 Q4	$48K	Hold	5,993	–	–	﹤0.01%	3442
2024 Q3	$28.3K	Hold	5,993	–	–	﹤0.01%	3468
2024 Q2	$9.83K	Hold	5,993	–	–	﹤0.01%	3615
2024 Q1	$21.8K	Hold	5,993	–	–	﹤0.01%	3432
2023 Q4	$32.8K	Hold	5,993	–	–	﹤0.01%	3444
2023 Q3	$24.6K	Hold	5,993	–	–	﹤0.01%	3491
2023 Q2	$43.7K	Buy	+5,993	New	+$37.1K	﹤0.01%	3435
2022 Q1	–	Sell	-1,498	Closed	-$20K	–	3605
2021 Q4	$20K	Hold	1,498	–	–	﹤0.01%	3581
2021 Q3	$41K	Hold	1,498	–	–	﹤0.01%	3470
2021 Q2	$55K	Sell	1,498 -1,507	-50%	-$58.1K	﹤0.01%	3355
2021 Q1	$138K	Buy	+3,005	New	+$97.8K	﹤0.01%	3356

Other funds holding LODE

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FPC

Flax Pond Capital Falmouth, Massachusetts $124M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab's LODE Position: Q1 2026 in Review

Charles Schwab held its Comstock (LODE) position steady in Q1 2026 at 56,249 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #3319.

Charles Schwab first reported a position in LODE in Q1 2021 and has held it in 13 quarters since. The position peaked at $211K in Q4 2025. 91 funds tracked by Wall St. Rank hold LODE as of Q1 2026.

Charles Schwab held 56,249 shares of Comstock worth $172K as of Q1 2026.
Charles Schwab left its Comstock share count unchanged in Q1 2026.
Comstock made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3319 holding.
Charles Schwab first reported a position in Comstock in Q1 2021 and has held it in 13 quarters since.
Charles Schwab's Comstock position peaked at $211K in Q4 2025.
91 funds tracked by Wall St. Rank held Comstock as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.