Charles Schwab
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Charles Schwab’s LegalZoom.com LZ Stock Holding History

Charles Schwab’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.23M Buy
1,178,686
+165,616
+16% +$1.02M ﹤0.01% 2308
2026
Q1 		$5.74M Sell
1,013,070
-52,368
-5% -$397K ﹤0.01% 2346
2025
Q4 		$10.6M Sell
1,065,438
-51,114
-5% -$507K ﹤0.01% 2111
2025
Q3 		$11.6M Buy
1,116,552
+35,135
+3% +$350K ﹤0.01% 2047
2025
Q2 		$9.64M Sell
1,081,417
-93,326
-8% -$782K ﹤0.01% 2039
2025
Q1 		$10.1M Sell
1,174,743
-58,004
-5% -$519K ﹤0.01% 1949
2024
Q4 		$9.26M Buy
1,232,747
+34,914
+3% +$263K ﹤0.01% 2049
2024
Q3 		$7.61M Buy
1,197,833
+32,085
+3% +$210K ﹤0.01% 2171
2024
Q2 		$9.78M Buy
1,165,748
+61,934
+6% +$638K ﹤0.01% 2054
2024
Q1 		$14.7M Buy
1,103,814
+56,674
+5% +$653K ﹤0.01% 1786
2023
Q4 		$11.8M Buy
1,047,140
+138,702
+15% +$1.51M ﹤0.01% 1896
2023
Q3 		$9.94M Buy
908,438
+179,456
+25% +$2.2M ﹤0.01% 1911
2023
Q2 		$8.81M Buy
728,982
+23,517
+3% +$249K ﹤0.01% 1964
2023
Q1 		$6.62M Sell
705,465
-1,000
-0.1% -$8.47K ﹤0.01% 2068
2022
Q4 		$5.47M Buy
706,465
+3,063
+0.4% +$26.6K ﹤0.01% 2171
2022
Q3 		$6.03M Buy
703,402
+392,676
+126% +$4.06M ﹤0.01% 2120
2022
Q2 		$3.42M Buy
310,726
+201,551
+185% +$2.66M ﹤0.01% 2358
2022
Q1 		$1.54M Buy
109,175
+12,337
+13% +$186K ﹤0.01% 2729
2021
Q4 		$1.56M Buy
96,838
+1,916
+2% +$40.7K ﹤0.01% 2776
2021
Q3 		$2.51M Buy
+94,922
New +$3.34M ﹤0.01% 2650

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab's LZ Position: Q2 2026 in Review

Charles Schwab increased its LegalZoom.com (LZ) stake by 16% in Q2 2026, buying an estimated $1.02M and bringing the position to 1,178,686 shares worth $7.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Charles Schwab first reported a position in LZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.7M in Q1 2024. 242 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Charles Schwab held 1,178,686 shares of LegalZoom.com worth $7.23M as of Q2 2026.
  • Charles Schwab bought 165,616 LegalZoom.com shares in Q2 2026, an estimated $1.02M.
  • LegalZoom.com made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2308 holding.
  • Charles Schwab first reported a position in LegalZoom.com in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's LegalZoom.com position peaked at $14.7M in Q1 2024.
  • 242 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

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