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LB · SCHW in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

LBSCHW
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • LB
  • SCHW
0204060202120222023202420252026
Holders and value by quarter
QuarterLBSCHW
Q3 2020none listed holders, n.a.24 holders, $10.4bn
Q4 2020none listed holders, n.a.20 holders, $18.5bn
Q1 2021none listed holders, n.a.33 holders, $23.9bn
Q2 2021none listed holders, n.a.28 holders, $26.6bn
Q3 2021none listed holders, n.a.24 holders, $27.1bn
Q4 2021none listed holders, n.a.25 holders, $32.6bn
Q1 2022none listed holders, n.a.30 holders, $33.6bn
Q2 2022none listed holders, n.a.34 holders, $24.5bn
Q3 2022none listed holders, n.a.30 holders, $26.7bn
Q4 2022none listed holders, n.a.27 holders, $28.6bn
Q1 2023none listed holders, n.a.36 holders, $15.8bn
Q2 2023none listed holders, n.a.34 holders, $16.1bn
Q3 2023none listed holders, n.a.29 holders, $15.4bn
Q4 2023none listed holders, n.a.24 holders, $20.3bn
Q1 2024none listed holders, n.a.24 holders, $21.8bn
Q2 20241 holders, $459k19 holders, $22.7bn
Q3 2024none listed holders, n.a.30 holders, $20.8bn
Q4 20243 holders, $17m39 holders, $25.4bn
Q1 20253 holders, $25m45 holders, $33.5bn
Q2 20255 holders, $32m44 holders, $33.6bn
Q3 20251 holders, $534k43 holders, $34.0bn
Q4 2025none listed holders, n.a.44 holders, $33.0bn
Q1 20261 holders, $39m36 holders, $28.8bn
Q2 2026none listed holders, n.a.34 holders, $29.9bn
LB

Landbridge Company LLC

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Other financial services
SCHW

Charles Schwab Corp (the)

Holders
24
Reported value
$20.3bn
Buyers
15
Sellers
12

Breadth +3 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only LB (0)

None.

Only SCHW (24)

AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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