LIP
SCHW

Lighthouse Investment Partners’s Charles Schwab SCHW Stock Holding History

Lighthouse Investment Partners’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
2023
Q4 		– Sell
-38,000
Closed -$2.09M – 412
2023
Q3 		$2.09M Buy
+38,000
New +$2.3M 0.09% 230

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 $3.38T AUM 44.17% 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

Lighthouse Investment Partners's SCHW Position: Q2 2026 in Review

Lighthouse Investment Partners increased its Charles Schwab (SCHW) stake by 767% in Q2 2026, buying an estimated $12.8M and bringing the position to 158,043 shares worth $14.6M. The position accounts for 0.4% of the portfolio, ranked #60.

Lighthouse Investment Partners first reported a position in SCHW in Q2 2023 and has held it in 11 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Lighthouse Investment Partners held 158,043 shares of Charles Schwab worth $14.6M as of Q2 2026.
  • Lighthouse Investment Partners bought 139,814 Charles Schwab shares in Q2 2026, an estimated $12.8M.
  • Charles Schwab made up 0.4% of Lighthouse Investment Partners's portfolio in Q2 2026, its #60 holding.
  • Lighthouse Investment Partners first reported a position in Charles Schwab in Q2 2023 and has held it in 11 quarters since.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.