Charles Schwab
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Charles Schwab’s United States Lime & Minerals USLM Stock Holding History

Charles Schwab’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Sell
88,033
-331
-0.4% -$39.8K ﹤0.01% 2037
2025
Q4 		$10.6M Sell
88,364
-2,779
-3% -$345K ﹤0.01% 2110
2025
Q3 		$12M Sell
91,143
-11,217
-11% -$1.29M ﹤0.01% 2030
2025
Q2 		$10.2M Buy
102,360
+1,886
+2% +$184K ﹤0.01% 2003
2025
Q1 		$8.88M Buy
100,474
+4,318
+4% +$449K ﹤0.01% 2007
2024
Q4 		$12.8M Buy
96,156
+10,399
+12% +$1.32M ﹤0.01% 1906
2024
Q3 		$8.38M Buy
85,757
+2,927
+4% +$235K ﹤0.01% 2120
2024
Q2 		$6.03M Buy
82,830
+1,430
+2% +$95.3K ﹤0.01% 2276
2024
Q1 		$4.85M Buy
81,400
+1,865
+2% +$96.2K ﹤0.01% 2298
2023
Q4 		$3.66M Buy
79,535
+735
+0.9% +$31.1K ﹤0.01% 2439
2023
Q3 		$3.17M Buy
78,800
+1,380
+2% +$57.4K ﹤0.01% 2443
2023
Q2 		$3.23M Buy
77,420
+2,885
+4% +$101K ﹤0.01% 2396
2023
Q1 		$2.28M Sell
74,535
-930
-1% -$28.3K ﹤0.01% 2494
2022
Q4 		$2.12M Buy
75,465
+3,395
+5% +$87.6K ﹤0.01% 2555
2022
Q3 		$1.47M Sell
72,070
-1,850
-3% -$39.3K ﹤0.01% 2672
2022
Q2 		$1.56M Sell
73,920
-1,925
-3% -$43.6K ﹤0.01% 2638
2022
Q1 		$1.76M Buy
75,845
+3,470
+5% +$83.6K ﹤0.01% 2687
2021
Q4 		$1.87M Buy
72,375
+700
+1% +$17.5K ﹤0.01% 2724
2021
Q3 		$1.73M Buy
71,675
+2,460
+4% +$68.5K ﹤0.01% 2730
2021
Q2 		$1.93M Buy
69,215
+300
+0.4% +$8.44K ﹤0.01% 2726
2021
Q1 		$1.84M Buy
68,915
+285
+0.4% +$7.7K ﹤0.01% 2686
2020
Q4 		$1.56M Buy
68,630
+830
+1% +$17.2K ﹤0.01% 2663
2020
Q3 		$1.22M Sell
67,800
-3,300
-5% -$59.9K ﹤0.01% 2632
2020
Q2 		$1.2M Buy
71,100
+3,440
+5% +$53.7K ﹤0.01% 2572
2020
Q1 		$1M Buy
67,660
+1,010
+2% +$16.9K ﹤0.01% 2489
2019
Q4 		$1.2M Buy
66,650
+550
+0.8% +$9.66K ﹤0.01% 2544
2019
Q3 		$1.01M Buy
66,100
+2,890
+5% +$46.5K ﹤0.01% 2568
2019
Q2 		$1.01M Buy
63,210
+6,595
+12% +$107K ﹤0.01% 2567
2019
Q1 		$874K Sell
56,615
-7,325
-11% -$106K ﹤0.01% 2594
2018
Q4 		$908K Buy
63,940
+4,640
+8% +$69.2K ﹤0.01% 2565
2018
Q3 		$937K Buy
59,300
+8,300
+16% +$130K ﹤0.01% 2649
2018
Q2 		$856K Buy
51,000
+8,650
+20% +$135K ﹤0.01% 2630
2018
Q1 		$620K Sell
42,350
-4,830
-10% -$72.6K ﹤0.01% 2671
2017
Q4 		$728K Buy
47,180
+2,340
+5% +$40.3K ﹤0.01% 2624
2017
Q3 		$754K Buy
44,840
+18,560
+71% +$298K ﹤0.01% 2586
2017
Q2 		$413K Buy
26,280
+95
+0.4% +$1.49K ﹤0.01% 2754
2017
Q1 		$414K Buy
26,185
+855
+3% +$13.1K ﹤0.01% 2710
2016
Q4 		$384K Buy
25,330
+770
+3% +$10.9K ﹤0.01% 2751
2016
Q3 		$325K Buy
24,560
+680
+3% +$8.59K ﹤0.01% 2759
2016
Q2 		$282K Buy
23,880
+210
+0.9% +$2.33K ﹤0.01% 2809
2016
Q1 		$285K Buy
23,670
+255
+1% +$2.76K ﹤0.01% 2791
2015
Q4 		$258K Buy
23,415
+325
+1% +$3.32K ﹤0.01% 2910
2015
Q3 		$211K Buy
23,090
+945
+4% +$10.1K ﹤0.01% 2945
2015
Q2 		$258K Buy
22,145
+410
+2% +$5.14K ﹤0.01% 2929
2015
Q1 		$281K Buy
21,735
+580
+3% +$7.96K ﹤0.01% 2861
2014
Q4 		$309K Buy
21,155
+305
+1% +$4.15K ﹤0.01% 2834
2014
Q3 		$243K Buy
20,850
+255
+1% +$3.06K ﹤0.01% 2886
2014
Q2 		$267K Buy
+20,595
New +$247K ﹤0.01% 2907
2013
Q4 		– Sell
-21,995
Closed -$259K – 3084
2013
Q3 		$259K Buy
21,995
+970
+5% +$11.3K ﹤0.01% 2824
2013
Q2 		$222K Buy
+21,025
New +$207K ﹤0.01% 2851

Other funds holding USLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab's USLM Position: Q1 2026 in Review

Charles Schwab reduced its United States Lime & Minerals (USLM) stake by 0.37% in Q1 2026, selling an estimated $39.8K and leaving 88,033 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Charles Schwab first reported a position in USLM in Q2 2013 and has held it in 50 quarters since. The position peaked at $12.8M in Q4 2024. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

  • Charles Schwab held 88,033 shares of United States Lime & Minerals worth $11.5M as of Q1 2026.
  • Charles Schwab sold 331 United States Lime & Minerals shares in Q1 2026, an estimated $39.8K.
  • United States Lime & Minerals made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2037 holding.
  • Charles Schwab first reported a position in United States Lime & Minerals in Q2 2013 and has held it in 50 quarters since.
  • Charles Schwab's United States Lime & Minerals position peaked at $12.8M in Q4 2024.
  • 237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

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