Los Angeles Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.4M | Sell |
717,266
-209,681
| -23% | -$20.6M | 0.27% | 88 |
|
|
2025
Q4 | $87.5M | Sell |
926,947
-1,036,371
| -53% | -$98.3M | 0.3% | 64 |
|
|
2025
Q3 | $187M | Sell |
1,963,318
-222,072
| -10% | -$21.1M | 0.64% | 28 |
|
|
2025
Q2 | $199M | Sell |
2,185,390
-1,054,507
| -33% | -$88.3M | 0.75% | 24 |
|
|
2025
Q1 | $254M | Buy |
3,239,897
+2,051,273
| +173% | +$161M | 1.12% | 16 |
|
|
2024
Q4 | $88M | Buy |
1,188,624
+1,180,163
| +13,948% | +$88.3M | 0.36% | 62 |
|
|
2024
Q3 | $548K | Sell |
8,461
-987,315
| -99% | -$64.9M | ﹤0.01% | 837 |
|
|
2024
Q2 | $73.4M | Sell |
995,776
-65,768
| -6% | -$4.86M | 0.26% | 77 |
|
|
2024
Q1 | $76.8M | Sell |
1,061,544
-218,861
| -17% | -$14.4M | 0.26% | 85 |
|
|
2023
Q4 | $88.1M | Sell |
1,280,405
-79,995
| -6% | -$4.62M | 0.33% | 73 |
|
|
2023
Q3 | $74.7M | Buy |
1,360,400
+1,318,203
| +3,124% | +$79.7M | 0.32% | 66 |
|
|
2023
Q2 | $2.39M | Buy |
42,197
+33,305
| +375% | +$1.74M | 0.01% | 449 |
|
|
2023
Q1 | $466K | Sell |
8,892
-175
| -2% | -$12.8K | ﹤0.01% | 872 |
|
|
2022
Q4 | $755K | Sell |
9,067
-42,100
| -82% | -$3.27M | ﹤0.01% | 781 |
|
|
2022
Q3 | $3.68M | Buy |
51,167
+13,093
| +34% | +$909K | 0.02% | 403 |
|
|
2022
Q2 | $2.41M | Buy |
38,074
+13,787
| +57% | +$951K | 0.01% | 493 |
|
|
2022
Q1 | $2.05M | Sell |
24,287
-32,441
| -57% | -$2.85M | 0.01% | 526 |
|
|
2021
Q4 | $4.77M | Sell |
56,728
-34,021
| -37% | -$2.75M | 0.02% | 358 |
|
|
2021
Q3 | $6.61M | Sell |
90,749
-32,135
| -26% | -$2.3M | 0.03% | 315 |
|
|
2021
Q2 | $8.95M | Buy |
122,884
+18,638
| +18% | +$1.32M | 0.04% | 311 |
|
|
2021
Q1 | $6.79M | Sell |
104,246
-70,836
| -40% | -$4.3M | 0.03% | 360 |
|
|
2020
Q4 | $9.29M | Buy |
175,082
+53,493
| +44% | +$2.42M | 0.04% | 295 |
|
|
2020
Q3 | $4.41M | Buy |
121,589
+31,104
| +34% | +$1.08M | 0.02% | 380 |
|
|
2020
Q2 | $3.05M | Buy |
90,485
+72,671
| +408% | +$2.6M | 0.01% | 507 |
|
|
2020
Q1 | $599K | Buy |
17,814
+9,625
| +118% | +$404K | ﹤0.01% | 853 |
|
|
2019
Q4 | $389K | Hold |
8,189
| – | – | ﹤0.01% | 1075 |
|
|
2019
Q3 | $343K | Hold |
8,189
| – | – | ﹤0.01% | 1093 |
|
|
2019
Q2 | $329K | Sell |
8,189
-21,300
| -72% | -$928K | ﹤0.01% | 1164 |
|
|
2019
Q1 | $1.26M | Buy |
29,489
+18,479
| +168% | +$834K | 0.01% | 779 |
|
|
2018
Q4 | $457K | Buy |
11,010
+125
| +1% | +$5.65K | ﹤0.01% | 986 |
|
|
2018
Q3 | $535K | Buy |
10,885
+50
| +0.5% | +$2.55K | ﹤0.01% | 1079 |
|
|
2018
Q2 | $554K | Buy |
10,835
+191
| +2% | +$10.6K | ﹤0.01% | 1106 |
|
|
2018
Q1 | $556K | Sell |
10,644
-525
| -5% | -$28.1K | ﹤0.01% | 998 |
|
|
2017
Q4 | $574K | Hold |
11,169
| – | – | ﹤0.01% | 1012 |
|
|
2017
Q3 | $489K | Hold |
11,169
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q2 | $480K | Sell |
11,169
-12,565
| -53% | -$503K | ﹤0.01% | 950 |
|
|
2017
Q1 | $969K | Buy |
23,734
+14,345
| +153% | +$592K | 0.01% | 728 |
|
|
2016
Q4 | $371K | Sell |
9,389
-400
| -4% | -$14.3K | ﹤0.01% | 965 |
|
|
2016
Q3 | $309K | Sell |
9,789
-2,350
| -19% | -$68.9K | ﹤0.01% | 1046 |
|
|
2016
Q2 | $307K | Sell |
12,139
-700
| -5% | -$19.9K | ﹤0.01% | 1041 |
|
|
2016
Q1 | $360K | Sell |
12,839
-4,920
| -28% | -$130K | ﹤0.01% | 917 |
|
|
2015
Q4 | $585K | Sell |
17,759
-16,577
| -48% | -$525K | 0.01% | 806 |
|
|
2015
Q3 | $981K | Hold |
34,336
| – | – | 0.01% | 706 |
|
|
2015
Q2 | $1.12M | Hold |
34,336
| – | – | 0.01% | 705 |
|
|
2015
Q1 | $1.04M | Sell |
34,336
-5,085
| -13% | -$147K | 0.01% | 732 |
|
|
2014
Q4 | $1.19M | Sell |
39,421
-5,691
| -13% | -$162K | 0.01% | 613 |
|
|
2014
Q3 | $1.33M | Buy |
45,112
+1,760
| +4% | +$49.8K | 0.02% | 538 |
|
|
2014
Q2 | $1.17M | Sell |
43,352
-5,240
| -11% | -$138K | 0.01% | 638 |
|
|
2014
Q1 | $1.33M | Buy |
48,592
+2,550
| +6% | +$66.6K | 0.01% | 588 |
|
|
2013
Q4 | $1.2M | Sell |
46,042
-118,816
| -72% | -$2.83M | 0.01% | 633 |
|
|
2013
Q3 | $3.48M | Sell |
164,858
-4,750
| -3% | -$103K | 0.04% | 386 |
|
|
2013
Q2 | $3.6M | Buy |
+169,608
| New | +$3.13M | 0.05% | 356 |
|
Other funds holding SCHW
VCM
VPM
Los Angeles Capital Management's SCHW Position: Q1 2026 in Review
Los Angeles Capital Management reduced its Charles Schwab (SCHW) stake by 23% in Q1 2026, selling an estimated $20.6M and leaving 717,266 shares worth $67.4M. The position accounts for 0.27% of the portfolio, ranked #88.
Los Angeles Capital Management first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $254M in Q1 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Los Angeles Capital Management held 717,266 shares of Charles Schwab worth $67.4M as of Q1 2026.
- Los Angeles Capital Management sold 209,681 Charles Schwab shares in Q1 2026, an estimated $20.6M.
- Charles Schwab made up 0.27% of Los Angeles Capital Management's portfolio in Q1 2026, its #88 holding.
- Los Angeles Capital Management first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
- Los Angeles Capital Management's Charles Schwab position peaked at $254M in Q1 2025.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.