LWP
SCHW

LMG Wealth Partners’s Charles Schwab SCHW Stock Holding History

LMG Wealth 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
2026
Q2 		$832K Buy
+9,013
New +$822K 0.13% 108

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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

LMG Wealth Partners's SCHW Position: Q2 2026 in Review

LMG Wealth Partners opened a new position in Charles Schwab (SCHW) in Q2 2026: 9,013 shares worth $832K. The stake represents 0.13% of the portfolio and ranks #108 among its holdings.

2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • LMG Wealth Partners held 9,013 shares of Charles Schwab worth $832K as of Q2 2026.
  • Charles Schwab was a new LMG Wealth Partners position in Q2 2026.
  • Charles Schwab made up 0.13% of LMG Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.