LFA
SCHW

LGT Financial Advisors’s Charles Schwab SCHW Stock Holding History

LGT Financial 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
2025
Q4 		– Sell
-15
Closed -$1.43K – 352
2025
Q3 		$1.43K Hold
15
– – ﹤0.01% 346
2025
Q2 		$1.37K Buy
+15
New +$1.26K ﹤0.01% 374

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

LGT Financial Advisors's SCHW Position: Q4 2025 in Review

LGT Financial Advisors sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 15 shares — an estimated $1.43K sold.

LGT Financial Advisors first reported a position in SCHW in Q2 2025 and held it in 2 quarters. The position peaked at $1.43K in Q3 2025. 2,318 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • LGT Financial Advisors reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 15 Charles Schwab shares in Q4 2025, an estimated $1.43K.
  • LGT Financial Advisors first reported a position in Charles Schwab in Q2 2025 and held it in 2 quarters.
  • LGT Financial Advisors's Charles Schwab position peaked at $1.43K in Q3 2025.
  • 2,318 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.