LBMC Investment Advisors’s Charles Schwab SCHW Stock Holding History

LBMC Investment Advisors’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	$436K	Buy	4,728 +256	+6%	+$23.3K	0.02%	167
2026 Q1	$420K	Buy	4,472 +84	+2%	+$8.24K	0.03%	159
2025 Q4	$438K	Hold	4,388	–	–	0.03%	146
2025 Q3	$419K	Hold	4,388	–	–	0.03%	154
2025 Q2	$400K	Hold	4,388	–	–	0.03%	138
2025 Q1	$343K	Hold	4,388	–	–	0.03%	144
2024 Q4	$325K	Hold	4,388	–	–	0.03%	154
2024 Q3	$284K	Hold	4,388	–	–	0.02%	156
2024 Q2	$323K	Hold	4,388	–	–	0.03%	137
2024 Q1	$317K	Buy	+4,388	New	+$289K	0.03%	134

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LBMC Investment Advisors's SCHW Position: Q2 2026 in Review

LBMC Investment Advisors increased its Charles Schwab (SCHW) stake by 5.7% in Q2 2026, buying an estimated $23.3K and bringing the position to 4,728 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #167.

LBMC Investment Advisors first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $438K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

LBMC Investment Advisors held 4,728 shares of Charles Schwab worth $436K as of Q2 2026.
LBMC Investment Advisors bought 256 Charles Schwab shares in Q2 2026, an estimated $23.3K.
Charles Schwab made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #167 holding.
LBMC Investment Advisors first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
LBMC Investment Advisors's Charles Schwab position peaked at $438K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.