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 $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

LPL Financial's SCHW Position: Q1 2026 in Review

LPL Financial increased its Charles Schwab (SCHW) stake by 0.71% in Q1 2026, buying an estimated $1.23M and bringing the position to 1,793,721 shares worth $169M. The position accounts for 0.04% of the portfolio, ranked #392.

LPL Financial first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $178M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • LPL Financial held 1,793,721 shares of Charles Schwab worth $169M as of Q1 2026.
  • LPL Financial bought 12,574 Charles Schwab shares in Q1 2026, an estimated $1.23M.
  • Charles Schwab made up 0.04% of LPL Financial's portfolio in Q1 2026, its #392 holding.
  • LPL Financial first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Charles Schwab position peaked at $178M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.