LFASL
SCHW

Lugano Financial Advisors SA (LFA)’s Charles Schwab SCHW Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$21.7K Hold
235
– – 0.01% 203
2026
Q1 		$22.1K Hold
235
– – 0.01% 185
2025
Q4 		$23.5K Hold
235
– – 0.01% 191
2025
Q3 		$22.4K Hold
235
– – 0.01% 186
2025
Q2 		$21.4K Buy
+235
New +$19.7K 0.01% 182
2019
Q1 		– Sell
-2,263
Closed -$111K – 168
2018
Q4 		$111K Hold
2,263
– – 0.08% 104
2018
Q3 		$111K Buy
+2,263
New +$116K 0.08% 104

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

Lugano Financial Advisors SA (LFA)'s SCHW Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Charles Schwab (SCHW) position steady in Q2 2026 at 235 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #203.

Lugano Financial Advisors SA (LFA) first reported a position in SCHW in Q3 2018 and has held it in 7 quarters since. The position peaked at $111K in Q4 2018. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 235 shares of Charles Schwab worth $21.7K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #203 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Charles Schwab in Q3 2018 and has held it in 7 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Charles Schwab position peaked at $111K in Q4 2018.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.