LCAM
SCHW

London & Capital Asset Management’s Charles Schwab SCHW Stock Holding History

London & Capital 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
Q1 		– Sell
-3,128
Closed -$313K – 242
2025
Q4 		$313K Buy
+3,128
New +$297K ﹤0.01% 206

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

London & Capital Asset Management's SCHW Position: Q1 2026 in Review

London & Capital Asset Management sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 3,128 shares — an estimated $313K sold.

London & Capital Asset Management first reported a position in SCHW in Q4 2025 and held it in 1 quarter. The position peaked at $313K in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • London & Capital Asset Management reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • London & Capital Asset Management sold 3,128 Charles Schwab shares in Q1 2026, an estimated $313K.
  • London & Capital Asset Management first reported a position in Charles Schwab in Q4 2025 and held it in 1 quarter.
  • London & Capital Asset Management's Charles Schwab position peaked at $313K in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.