LF
SCHW

LifeSteps Financial’s Charles Schwab SCHW Stock Holding History

LifeSteps Financial’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 		$4.24K Buy
+46
New +$4.2K ﹤0.01% 562
2024
Q2 		– Sell
-200
Closed -$14.5K – 345
2024
Q1 		$14.5K Buy
+200
New +$13.2K 0.01% 267

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

LifeSteps Financial's SCHW Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Charles Schwab (SCHW) in Q2 2026: 46 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SCHW as recently as Q1 2024.

LifeSteps Financial first reported a position in SCHW in Q1 2024 and has held it in 2 quarters since. The position peaked at $14.5K in Q1 2024. 689 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • LifeSteps Financial held 46 shares of Charles Schwab worth $4.24K as of Q2 2026.
  • Charles Schwab was a new LifeSteps Financial position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #562 holding.
  • LifeSteps Financial first reported a position in Charles Schwab in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Charles Schwab position peaked at $14.5K in Q1 2024.
  • 689 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.