Charles Schwab’s Lifezone Metals LZM Stock Holding History

Charles Schwab’s Portfolio LZM Stock Details LZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371K	Buy	95,734 +24,361	+34%	+$114K	﹤0.01%	3293
2026 Q1	$240K	Buy	71,373 +1,777	+3%	+$8.25K	﹤0.01%	3285
2025 Q4	$297K	Hold	69,596	–	–	﹤0.01%	3280
2025 Q3	$381K	Hold	69,596	–	–	﹤0.01%	3243
2025 Q2	$287K	Sell	69,596 -16,733	-19%	-$62.3K	﹤0.01%	3327
2025 Q1	$361K	Hold	86,329	–	–	﹤0.01%	3162
2024 Q4	$600K	Hold	86,329	–	–	﹤0.01%	3085
2024 Q3	$604K	Hold	86,329	–	–	﹤0.01%	3095
2024 Q2	$663K	Buy	+86,329	New	+$673K	﹤0.01%	3081

Other funds holding LZM

CCM

Cinctive Capital Management New York $2.72B AUM 43.27% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Charles Schwab's LZM Position: Q2 2026 in Review

Charles Schwab increased its Lifezone Metals (LZM) stake by 34% in Q2 2026, buying an estimated $114K and bringing the position to 95,734 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #3293.

Charles Schwab first reported a position in LZM in Q2 2024 and has held it in 9 quarters since. The position peaked at $663K in Q2 2024. 88 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

Charles Schwab held 95,734 shares of Lifezone Metals worth $371K as of Q2 2026.
Charles Schwab bought 24,361 Lifezone Metals shares in Q2 2026, an estimated $114K.
Lifezone Metals made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3293 holding.
Charles Schwab first reported a position in Lifezone Metals in Q2 2024 and has held it in 9 quarters since.
Charles Schwab's Lifezone Metals position peaked at $663K in Q2 2024.
88 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

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