LAI
SCHW

Legal Advantage Investments’s Charles Schwab SCHW Stock Holding History

Legal Advantage Investments’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 		$6.09M Sell
65,960
-700
-1% -$63.8K 2.13% 10
2026
Q1 		$6.26M Buy
66,660
+3,100
+5% +$304K 3.24% 6
2025
Q4 		$6.35M Sell
63,560
-1,500
-2% -$142K 2.94% 9
2025
Q3 		$6.21M Sell
65,060
-1,600
-2% -$152K 2.8% 11
2025
Q2 		$6.08M Sell
66,660
-1,240
-2% -$104K 2.84% 9
2025
Q1 		$5.32M Buy
67,900
+4,000
+6% +$314K 2.87% 9
2024
Q4 		$4.73M Sell
63,900
-500
-0.8% -$37.4K 2.5% 10
2024
Q3 		$4.17M Buy
64,400
+2,600
+4% +$171K 2.29% 13
2024
Q2 		$4.55M Sell
61,800
-2,800
-4% -$207K 2.62% 10
2024
Q1 		$4.67M Buy
64,600
+2,300
+4% +$151K 2.61% 11
2023
Q4 		$4.29M Buy
62,300
+4,200
+7% +$243K 2.58% 12
2023
Q3 		$3.19M Buy
58,100
+1,000
+2% +$60.4K 2.28% 14
2023
Q2 		$3.24M Buy
57,100
+26,400
+86% +$1.38M 2.16% 14
2023
Q1 		$1.61M Buy
+30,700
New +$2.25M 1.18% 25

Other funds holding SCHW

PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Legal Advantage Investments's SCHW Position: Q2 2026 in Review

Legal Advantage Investments reduced its Charles Schwab (SCHW) stake by 1.1% in Q2 2026, selling an estimated $63.8K and leaving 65,960 shares worth $6.09M. The position accounts for 2.13% of the portfolio, ranked #10.

Legal Advantage Investments first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.35M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Legal Advantage Investments held 65,960 shares of Charles Schwab worth $6.09M as of Q2 2026.
  • Legal Advantage Investments sold 700 Charles Schwab shares in Q2 2026, an estimated $63.8K.
  • Charles Schwab made up 2.13% of Legal Advantage Investments's portfolio in Q2 2026, its #10 holding.
  • Legal Advantage Investments first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
  • Legal Advantage Investments's Charles Schwab position peaked at $6.35M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.