Lodestone Wealth Management’s Charles Schwab SCHW Stock Holding History

Lodestone Wealth Management’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	$1.1M	Buy	11,871 +41	+0.3%	+$3.74K	0.39%	74
2026 Q1	$1.11M	Buy	11,830 +39	+0.3%	+$3.83K	0.44%	63
2025 Q4	$1.18M	Buy	11,791 +34	+0.3%	+$3.23K	0.48%	62
2025 Q3	$1.12M	Buy	11,757 +34	+0.3%	+$3.23K	0.5%	61
2025 Q2	$1.07M	Buy	11,723 +36	+0.3%	+$3.01K	0.52%	58
2025 Q1	$915K	Buy	11,687 +39	+0.3%	+$3.06K	0.49%	61
2024 Q4	$862K	Buy	11,648 +36	+0.3%	+$2.69K	0.43%	64
2024 Q3	$753K	Buy	11,612 +19	+0.2%	+$1.25K	0.38%	69
2024 Q2	$854K	Buy	11,593 +40	+0.3%	+$2.96K	0.45%	65
2024 Q1	$836K	Buy	11,553 +44	+0.4%	+$2.9K	0.44%	65
2023 Q4	$792K	Buy	11,509 +50	+0.4%	+$2.89K	0.46%	63
2023 Q3	$629K	Buy	11,459 +123	+1%	+$7.43K	0.44%	60
2023 Q2	$643K	Sell	11,336 -44	-0.4%	-$2.31K	0.44%	60
2023 Q1	$596K	Buy	11,380 +320	+3%	+$23.4K	0.46%	61
2022 Q4	$921K	Buy	+11,060	New	+$858K	0.74%	47

Other funds holding SCHW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lodestone Wealth Management's SCHW Position: Q2 2026 in Review

Lodestone Wealth Management increased its Charles Schwab (SCHW) stake by 0.35% in Q2 2026, buying an estimated $3.74K and bringing the position to 11,871 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #74.

Lodestone Wealth Management first reported a position in SCHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2025. 914 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Lodestone Wealth Management held 11,871 shares of Charles Schwab worth $1.1M as of Q2 2026.
Lodestone Wealth Management bought 41 Charles Schwab shares in Q2 2026, an estimated $3.74K.
Charles Schwab made up 0.39% of Lodestone Wealth Management's portfolio in Q2 2026, its #74 holding.
Lodestone Wealth Management first reported a position in Charles Schwab in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Charles Schwab position peaked at $1.18M in Q4 2025.
914 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.