Lodestone Wealth Management
SCHW icon

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
Q3 		$1.19M Buy
12,215
+344
+3% +$36.2K 0.4% 66
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% +$3.82K 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% -$2.3K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lodestone Wealth Management's SCHW Position: Q3 2026 in Review

Lodestone Wealth Management increased its Charles Schwab (SCHW) stake by 2.9% in Q3 2026, buying an estimated $36.2K and bringing the position to 12,215 shares worth $1.19M. The position accounts for 0.4% of the portfolio, ranked #66.

Lodestone Wealth Management first reported a position in SCHW in Q4 2022 and has held it in 16 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Lodestone Wealth Management held 12,215 shares of Charles Schwab worth $1.19M as of Q3 2026.
  • Lodestone Wealth Management bought 344 Charles Schwab shares in Q3 2026, an estimated $36.2K.
  • Charles Schwab made up 0.4% of Lodestone Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Lodestone Wealth Management first reported a position in Charles Schwab in Q4 2022 and has held it in 16 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.