LCM Capital Management’s Charles Schwab SCHW Stock Holding History

LCM Capital Management’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	$322K	Hold	3,490	–	–	0.14%	80
2026 Q1	$328K	Hold	3,490	–	–	0.16%	75
2025 Q4	$349K	Hold	3,490	–	–	0.17%	70
2025 Q3	$333K	Hold	3,490	–	–	0.16%	73
2025 Q2	$318K	Hold	3,490	–	–	0.17%	75
2025 Q1	$273K	Hold	3,490	–	–	0.16%	79
2024 Q4	$258K	Hold	3,490	–	–	0.15%	83
2024 Q3	$226K	Buy	3,490 +25	+0.7%	+$1.64K	0.13%	85
2024 Q2	$255K	Hold	3,465	–	–	0.16%	73
2024 Q1	$251K	Hold	3,465	–	–	0.16%	75
2023 Q4	$238K	Buy	+3,465	New	+$200K	0.17%	76
2023 Q1	–	Sell	-3,472	Closed	-$289K	–	95
2022 Q4	$289K	Hold	3,472	–	–	0.28%	53
2022 Q3	$250K	Hold	3,472	–	–	0.26%	58
2022 Q2	$219K	Hold	3,472	–	–	0.22%	73
2022 Q1	$293K	Hold	3,472	–	–	0.24%	67
2021 Q4	$292K	Hold	3,472	–	–	0.23%	68
2021 Q3	$253K	Sell	3,472 -138	-4%	-$9.86K	0.21%	72
2021 Q2	$263K	Sell	3,610 -92	-2%	-$6.51K	0.22%	69
2021 Q1	$241K	Sell	3,702 -90	-2%	-$5.46K	0.22%	71
2020 Q4	$202K	Buy	+3,792	New	+$172K	0.19%	74

Other funds holding SCHW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LCM Capital Management's SCHW Position: Q2 2026 in Review

LCM Capital Management held its Charles Schwab (SCHW) position steady in Q2 2026 at 3,490 shares worth $322K. The position accounts for 0.14% of the portfolio, ranked #80.

LCM Capital Management first reported a position in SCHW in Q4 2020 and has held it in 20 quarters since. The position peaked at $349K in Q4 2025. 1,143 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

LCM Capital Management held 3,490 shares of Charles Schwab worth $322K as of Q2 2026.
LCM Capital Management left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.14% of LCM Capital Management's portfolio in Q2 2026, its #80 holding.
LCM Capital Management first reported a position in Charles Schwab in Q4 2020 and has held it in 20 quarters since.
LCM Capital Management's Charles Schwab position peaked at $349K in Q4 2025.
1,143 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.