LS
SCHW

Leelyn Smith’s Charles Schwab SCHW Stock Holding History

Leelyn Smith’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 		$4.93M Buy
53,425
+2,086
+4% +$190K 0.6% 47
2026
Q1 		$4.82M Buy
51,339
+3,555
+7% +$349K 0.68% 39
2025
Q4 		$4.77M Buy
47,784
+2,414
+5% +$229K 0.69% 38
2025
Q3 		$4.33M Buy
+45,370
New +$4.31M 0.65% 37
2023
Q1 		– Sell
-44
Closed -$3.66K – 358
2022
Q4 		$3.66K Hold
44
– – ﹤0.01% 385
2022
Q3 		$3K Sell
44
-1,642
-97% -$114K ﹤0.01% 410
2022
Q2 		$107K Sell
1,686
-121
-7% -$8.35K 0.03% 151
2022
Q1 		$152K Buy
1,807
+121
+7% +$10.6K 0.04% 126
2021
Q4 		$142K Sell
1,686
-160
-9% -$12.9K 0.04% 134
2021
Q3 		$134K Sell
1,846
-2,644
-59% -$189K 0.04% 137
2021
Q2 		$327K Sell
4,490
-5,050
-53% -$357K 0.1% 97
2021
Q1 		$622K Sell
9,540
-33,090
-78% -$2.01M 0.19% 94
2020
Q4 		$2.26M Buy
42,630
+3,769
+10% +$171K 0.72% 36
2020
Q3 		$1.41M Buy
38,861
+5,217
+16% +$182K 0.5% 56
2020
Q2 		$1.14M Buy
33,644
+5,064
+18% +$181K 0.47% 61
2020
Q1 		$961K Buy
28,580
+7,412
+35% +$311K 0.51% 59
2019
Q4 		$1.01K Buy
+21,168
New +$933K 0.48% 65

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

Leelyn Smith's SCHW Position: Q2 2026 in Review

Leelyn Smith increased its Charles Schwab (SCHW) stake by 4.1% in Q2 2026, buying an estimated $190K and bringing the position to 53,425 shares worth $4.93M. The position accounts for 0.6% of the portfolio, ranked #47.

Leelyn Smith first reported a position in SCHW in Q4 2019 and has held it in 17 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Leelyn Smith held 53,425 shares of Charles Schwab worth $4.93M as of Q2 2026.
  • Leelyn Smith bought 2,086 Charles Schwab shares in Q2 2026, an estimated $190K.
  • Charles Schwab made up 0.6% of Leelyn Smith's portfolio in Q2 2026, its #47 holding.
  • Leelyn Smith first reported a position in Charles Schwab in Q4 2019 and has held it in 17 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.