Artisan Partners
SCHW

Artisan Partners’s Charles Schwab SCHW Stock Holding History

Artisan Partners’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 		$1.75B Buy
18,930,716
+1,479,668
+8% +$135M 2.77% 5
2026
Q1 		$1.64B Buy
17,451,048
+244,712
+1% +$24M 2.63% 3
2025
Q4 		$1.72B Sell
17,206,336
-519,333
-3% -$49.3M 2.57% 4
2025
Q3 		$1.69B Sell
17,725,669
-451,143
-2% -$42.8M 2.4% 3
2025
Q2 		$1.66B Buy
18,176,812
+426,953
+2% +$35.8M 2.43% 3
2025
Q1 		$1.39B Sell
17,749,859
-388,576
-2% -$30.5M 2.24% 4
2024
Q4 		$1.34B Buy
18,138,435
+560
+0% +$41.9K 2.02% 5
2024
Q3 		$1.18B Buy
18,137,875
+5,190,103
+40% +$341M 1.75% 10
2024
Q2 		$954M Sell
12,947,772
-45,126
-0.3% -$3.33M 1.43% 16
2024
Q1 		$940M Buy
12,992,898
+3,851,328
+42% +$254M 1.36% 21
2023
Q4 		$629M Buy
9,141,570
+960,311
+12% +$55.5M 0.97% 29
2023
Q3 		$449M Sell
8,181,259
-922,127
-10% -$55.7M 0.76% 39
2023
Q2 		$516M Buy
9,103,386
+5,195,531
+133% +$272M 0.83% 37
2023
Q1 		$205M Sell
3,907,855
-3,592,762
-48% -$263M 0.34% 77
2022
Q4 		$625M Sell
7,500,617
-160,979
-2% -$12.5M 1.1% 25
2022
Q3 		$551M Buy
7,661,596
+251,174
+3% +$17.4M 0.97% 29
2022
Q2 		$468M Sell
7,410,422
-955,774
-11% -$65.9M 0.79% 38
2022
Q1 		$705M Buy
8,366,196
+1,336,740
+19% +$118M 0.93% 29
2021
Q4 		$591M Sell
7,029,456
-26,703
-0.4% -$2.16M 0.7% 43
2021
Q3 		$514M Sell
7,056,159
-197,462
-3% -$14.1M 0.63% 53
2021
Q2 		$528M Sell
7,253,621
-286,455
-4% -$20.3M 0.63% 52
2021
Q1 		$491M Buy
+7,540,076
New +$457M 0.62% 51

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

Artisan Partners's SCHW Position: Q2 2026 in Review

Artisan Partners increased its Charles Schwab (SCHW) stake by 8.5% in Q2 2026, buying an estimated $135M and bringing the position to 18,930,716 shares worth $1.75B. The position accounts for 2.77% of the portfolio, ranked #5.

Artisan Partners first reported a position in SCHW in Q1 2021 and has held it in 22 quarters since. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Artisan Partners held 18,930,716 shares of Charles Schwab worth $1.75B as of Q2 2026.
  • Artisan Partners bought 1,479,668 Charles Schwab shares in Q2 2026, an estimated $135M.
  • Charles Schwab made up 2.77% of Artisan Partners's portfolio in Q2 2026, its #5 holding.
  • Artisan Partners first reported a position in Charles Schwab in Q1 2021 and has held it in 22 quarters since.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.