ELC
SCHW

Edgar Lomax Company’s Charles Schwab SCHW Stock Holding History

Edgar Lomax Company’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9M Sell
205,215
-18,400
-8% -$1.68M 1.42% 26
2026
Q1 		$21M Buy
223,615
+24,155
+12% +$2.37M 1.5% 24
2025
Q4 		$19.9M Buy
+199,460
New +$18.9M 1.51% 29

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Edgar Lomax Company's SCHW Position: Q2 2026 in Review

Edgar Lomax Company reduced its Charles Schwab (SCHW) stake by 8.2% in Q2 2026, selling an estimated $1.68M and leaving 205,215 shares worth $18.9M. The position accounts for 1.42% of the portfolio, ranked #26.

Edgar Lomax Company first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $21M in Q1 2026. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Edgar Lomax Company held 205,215 shares of Charles Schwab worth $18.9M as of Q2 2026.
  • Edgar Lomax Company sold 18,400 Charles Schwab shares in Q2 2026, an estimated $1.68M.
  • Charles Schwab made up 1.42% of Edgar Lomax Company's portfolio in Q2 2026, its #26 holding.
  • Edgar Lomax Company first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Edgar Lomax Company's Charles Schwab position peaked at $21M in Q1 2026.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Edgar Lomax Company's 13F filing for Q2 2026, filed 13 Aug 2026.