LA
SCHW

LM Advisors’s Charles Schwab SCHW Stock Holding History

LM 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
Q2 		$297K Buy
3,280
+2,963
+935% +$270K 0.03% 192
2026
Q1 		$3.37K Buy
+317
New +$31.1K 0.05% 157
2024
Q3 		– Sell
-5,280
Closed -$389K – 182
2024
Q2 		$389K Buy
5,280
+1,000
+23% +$73.9K ﹤0.01% 143
2024
Q1 		$2.08M Hold
4,280
– – 0.33% 63
2023
Q4 		$294K Buy
+4,280
New +$247K 0.06% 155

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 $3.37T AUM 44.26% 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

LM Advisors's SCHW Position: Q2 2026 in Review

LM Advisors increased its Charles Schwab (SCHW) stake by 935% in Q2 2026, buying an estimated $270K and bringing the position to 3,280 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #192.

LM Advisors first reported a position in SCHW in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.08M in Q1 2024. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • LM Advisors held 3,280 shares of Charles Schwab worth $297K as of Q2 2026.
  • LM Advisors bought 2,963 Charles Schwab shares in Q2 2026, an estimated $270K.
  • Charles Schwab made up 0.03% of LM Advisors's portfolio in Q2 2026, its #192 holding.
  • LM Advisors first reported a position in Charles Schwab in Q4 2023 and has held it in 5 quarters since.
  • LM Advisors's Charles Schwab position peaked at $2.08M in Q1 2024.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.