Blackstone Inc’s Charles Schwab SCHW Stock Holding History

Blackstone Inc’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
2025 Q4	–	Sell	-15,022	Closed	-$1.43M	–	298
2025 Q3	$1.43M	Buy	+15,022	New	+$1.43M	0.01%	157

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Blackstone Inc's SCHW Position: Q4 2025 in Review

Blackstone Inc sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 15,022 shares — an estimated $1.43M sold.

Blackstone Inc first reported a position in SCHW in Q3 2025 and held it in 1 quarter. The position peaked at $1.43M in Q3 2025. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Blackstone Inc reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
Blackstone Inc sold 15,022 Charles Schwab shares in Q4 2025, an estimated $1.43M.
Blackstone Inc first reported a position in Charles Schwab in Q3 2025 and held it in 1 quarter.
Blackstone Inc's Charles Schwab position peaked at $1.43M in Q3 2025.
2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Blackstone Inc's 13F filing for Q4 2025, filed 17 Feb 2026.