LC
SCHW

Lavaca Capital’s Charles Schwab SCHW Stock Holding History

Lavaca Capital’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
Q1 		$97.7K Buy
1,039
+3
+0.3% +$294 0.02% 129
2025
Q4 		$103K Buy
+1,036
New +$98.3K 0.02% 127
2019
Q2 		– Sell
-1,971
Closed -$84K – 305
2019
Q1 		$84K Hold
1,971
– – 0.07% 120
2018
Q4 		$82K Buy
+1,971
New +$89.2K 0.08% 104

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lavaca Capital's SCHW Position: Q1 2026 in Review

Lavaca Capital increased its Charles Schwab (SCHW) stake by 0.29% in Q1 2026, buying an estimated $294 and bringing the position to 1,039 shares worth $97.7K. The position accounts for 0.02% of the portfolio, ranked #129.

Lavaca Capital first reported a position in SCHW in Q4 2018 and has held it in 4 quarters since. The position peaked at $103K in Q4 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Lavaca Capital held 1,039 shares of Charles Schwab worth $97.7K as of Q1 2026.
  • Lavaca Capital bought 3 Charles Schwab shares in Q1 2026, an estimated $294.
  • Charles Schwab made up 0.02% of Lavaca Capital's portfolio in Q1 2026, its #129 holding.
  • Lavaca Capital first reported a position in Charles Schwab in Q4 2018 and has held it in 4 quarters since.
  • Lavaca Capital's Charles Schwab position peaked at $103K in Q4 2025.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.