LOM Asset Management’s Charles Schwab SCHW Stock Holding History

LOM Asset 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	$2.32M	Buy	25,121 +1,510	+6%	+$138K	0.6%	57
2026 Q1	$2.22M	Buy	23,611 +840	+4%	+$82.4K	0.64%	59
2025 Q4	$2.28M	Buy	22,771 +850	+4%	+$80.6K	0.66%	50
2025 Q3	$2.09M	Buy	21,921 +3,467	+19%	+$329K	0.64%	56
2025 Q2	$1.68M	Buy	+18,454	New	+$1.55M	0.57%	61

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

LOM Asset Management's SCHW Position: Q2 2026 in Review

LOM Asset Management increased its Charles Schwab (SCHW) stake by 6.4% in Q2 2026, buying an estimated $138K and bringing the position to 25,121 shares worth $2.32M. The position accounts for 0.6% of the portfolio, ranked #57.

LOM Asset Management first reported a position in SCHW in Q2 2025 and has held it in 5 quarters since. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

LOM Asset Management held 25,121 shares of Charles Schwab worth $2.32M as of Q2 2026.
LOM Asset Management bought 1,510 Charles Schwab shares in Q2 2026, an estimated $138K.
Charles Schwab made up 0.6% of LOM Asset Management's portfolio in Q2 2026, its #57 holding.
LOM Asset Management first reported a position in Charles Schwab in Q2 2025 and has held it in 5 quarters since.
2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.