LPL Financial
SCHW

LPL Financial’s Charles Schwab SCHW Stock Holding History

LPL Financial’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
2023
Q3 		– Sell
-32,200
Closed -$1.83M – 4784
2023
Q2 		$1.83M Buy
+32,200
New +$1.69M ﹤0.01% 2332

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LPL Financial's SCHW Position: Q2 2026 in Review

LPL Financial increased its Charles Schwab (SCHW) stake by 3.2% in Q2 2026, buying an estimated $5.17M and bringing the position to 1,850,432 shares worth $171M. The position accounts for 0.04% of the portfolio, ranked #449.

LPL Financial first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $178M in Q4 2025. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • LPL Financial held 1,850,432 shares of Charles Schwab worth $171M as of Q2 2026.
  • LPL Financial bought 56,711 Charles Schwab shares in Q2 2026, an estimated $5.17M.
  • Charles Schwab made up 0.04% of LPL Financial's portfolio in Q2 2026, its #449 holding.
  • LPL Financial first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Charles Schwab position peaked at $178M in Q4 2025.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.