LIA
SCHW

Limestone Investment Advisors’s Charles Schwab SCHW Stock Holding History

Limestone Investment 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
2026
Q1 		$1.74M Buy
+18,500
New +$1.81M 0.14% 114
2025
Q4 		– Sell
-29,300
Closed -$2.8M – 624
2025
Q3 		$2.8M Buy
29,300
+29,100
+14,550% +$2.76M 0.22% 74
2025
Q2 		$18.2K Buy
+200
New +$16.7K ﹤0.01% 458

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Limestone Investment Advisors's SCHW Position: Q4 2025 in Review

Limestone Investment Advisors sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 2,460 shares — an estimated $235K sold.

Limestone Investment Advisors first reported a position in SCHW in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Limestone Investment Advisors reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Limestone Investment Advisors sold 2,460 Charles Schwab shares in Q4 2025, an estimated $235K.
  • Limestone Investment Advisors first reported a position in Charles Schwab in Q3 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's Charles Schwab position peaked at $235K in Q3 2025.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Limestone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.