Lantz Financial
SCHW icon

Lantz Financial’s Charles Schwab SCHW Stock Holding History

Lantz Financial’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
Q3 		$331K Buy
3,388
+24
+0.7% +$2.53K 0.06% 212
2026
Q2 		$310K Buy
3,364
+23
+0.7% +$2.1K 0.06% 210
2026
Q1 		$314K Buy
3,341
+98
+3% +$9.6K 0.06% 206
2025
Q4 		$324K Buy
3,243
+99
+3% +$9.39K 0.07% 204
2025
Q3 		$300K Buy
3,144
+82
+3% +$7.78K 0.07% 206
2025
Q2 		$279K Buy
3,062
+41
+1% +$3.43K 0.07% 190
2025
Q1 		$237K Buy
3,021
+100
+3% +$7.85K 0.06% 190
2024
Q4 		$216K Buy
+2,921
New +$219K 0.06% 213

Other funds holding SCHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Lantz Financial's SCHW Position: Q3 2026 in Review

Lantz Financial increased its Charles Schwab (SCHW) stake by 0.71% in Q3 2026, buying an estimated $2.53K and bringing the position to 3,388 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #212.

Lantz Financial first reported a position in SCHW in Q4 2024 and has held it in 8 quarters since. 1,389 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Lantz Financial held 3,388 shares of Charles Schwab worth $331K as of Q3 2026.
  • Lantz Financial bought 24 Charles Schwab shares in Q3 2026, an estimated $2.53K.
  • Charles Schwab made up 0.06% of Lantz Financial's portfolio in Q3 2026, its #212 holding.
  • Lantz Financial first reported a position in Charles Schwab in Q4 2024 and has held it in 8 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.