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 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 $1.53B AUM 48.83% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab's LZM Position: Q1 2026 in Review

Charles Schwab increased its Lifezone Metals (LZM) stake by 2.6% in Q1 2026, buying an estimated $8.25K and bringing the position to 71,373 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

Charles Schwab first reported a position in LZM in Q2 2024 and has held it in 8 quarters since. The position peaked at $663K in Q2 2024. 86 funds tracked by Wall St. Rank hold LZM as of Q1 2026.

Charles Schwab held 71,373 shares of Lifezone Metals worth $240K as of Q1 2026.
Charles Schwab bought 1,777 Lifezone Metals shares in Q1 2026, an estimated $8.25K.
Lifezone Metals made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3285 holding.
Charles Schwab first reported a position in Lifezone Metals in Q2 2024 and has held it in 8 quarters since.
Charles Schwab's Lifezone Metals position peaked at $663K in Q2 2024.
86 funds tracked by Wall St. Rank held Lifezone Metals as of Q1 2026.

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