Linden Thomas Advisory Services’s Charles Schwab SCHW Stock Holding History

Linden Thomas Advisory Services’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	$241K	Buy	2,614 +32	+1%	+$2.92K	0.02%	513
2026 Q1	$243K	Sell	2,582 -68	-3%	-$6.67K	0.02%	501
2025 Q4	$265K	Sell	2,650 -36	-1%	-$3.42K	0.03%	444
2025 Q3	$256K	Sell	2,686 -27	-1%	-$2.56K	0.03%	440
2025 Q2	$248K	Sell	2,713 -547	-17%	-$45.8K	0.03%	438
2025 Q1	$255K	Buy	3,260 +63	+2%	+$4.95K	0.03%	434
2024 Q4	$237K	Sell	3,197 -48	-1%	-$3.59K	0.03%	447
2024 Q3	$210K	Buy	3,245 +200	+7%	+$13.1K	0.03%	457
2024 Q2	$224K	Buy	3,045 +108	+4%	+$7.98K	0.03%	429
2024 Q1	$212K	Buy	+2,937	New	+$193K	0.03%	429

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Linden Thomas Advisory Services's SCHW Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its Charles Schwab (SCHW) stake by 1.2% in Q2 2026, buying an estimated $2.92K and bringing the position to 2,614 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #513.

Linden Thomas Advisory Services first reported a position in SCHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $265K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Linden Thomas Advisory Services held 2,614 shares of Charles Schwab worth $241K as of Q2 2026.
Linden Thomas Advisory Services bought 32 Charles Schwab shares in Q2 2026, an estimated $2.92K.
Charles Schwab made up 0.02% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #513 holding.
Linden Thomas Advisory Services first reported a position in Charles Schwab in Q1 2024 and has held it in 10 quarters since.
Linden Thomas Advisory Services's Charles Schwab position peaked at $265K in Q4 2025.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.