Capital International Investors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $332M | Buy |
3,602,660
+124,553
| +4% | +$11.4M | 0.07% | 186 |
|
|
2026
Q1 | $327M | Buy |
3,478,107
+954,032
| +38% | +$93.6M | 0.08% | 180 |
|
|
2025
Q4 | $252M | Buy |
2,524,075
+1,108,291
| +78% | +$105M | 0.04% | 221 |
|
|
2025
Q3 | $135M | Buy |
1,415,784
+27,490
| +2% | +$2.61M | 0.02% | 269 |
|
|
2025
Q2 | $127M | Buy |
1,388,294
+11,316
| +0.8% | +$948K | 0.02% | 262 |
|
|
2025
Q1 | $108M | Buy |
1,376,978
+170,806
| +14% | +$13.4M | 0.02% | 274 |
|
|
2024
Q4 | $89.3M | Buy |
1,206,172
+79,082
| +7% | +$5.92M | 0.02% | 297 |
|
|
2024
Q3 | $73M | Buy |
1,127,090
+890
| +0.1% | +$58.5K | 0.01% | 298 |
|
|
2024
Q2 | $83M | Buy |
1,126,200
+870
| +0.1% | +$64.3K | 0.02% | 280 |
|
|
2024
Q1 | $81.4M | Buy |
1,125,330
+362,981
| +48% | +$23.9M | 0.02% | 292 |
|
|
2023
Q4 | $52.4M | Sell |
762,349
-1,305,216
| -63% | -$75.4M | 0.01% | 325 |
|
|
2023
Q3 | $114M | Buy |
2,067,565
+192,786
| +10% | +$11.7M | 0.03% | 265 |
|
|
2023
Q2 | $106M | Buy |
1,874,779
+616
| +0% | +$32.3K | 0.03% | 279 |
|
|
2023
Q1 | $98.2M | Sell |
1,874,163
-614,287
| -25% | -$45M | 0.03% | 290 |
|
|
2022
Q4 | $207M | Buy |
2,488,450
+1,184,186
| +91% | +$91.9M | 0.06% | 240 |
|
|
2022
Q3 | $93.7M | Buy |
+1,304,264
| New | +$90.5M | 0.03% | 296 |
|
|
2018
Q4 | – | Sell |
-1,617,900
| Closed | -$79.5M | – | 391 |
|
|
2018
Q3 | $79.5M | Hold |
1,617,900
| – | – | 0.04% | 240 |
|
|
2018
Q2 | $82.7M | Hold |
1,617,900
| – | – | 0.09% | 156 |
|
|
2018
Q1 | $84.5M | Hold |
1,617,900
| – | – | 0.1% | 161 |
|
|
2017
Q4 | $83.1M | Hold |
1,617,900
| – | – | 0.09% | 161 |
|
|
2017
Q3 | $70.8M | Buy |
1,617,900
+252,300
| +18% | +$10.5M | 0.08% | 180 |
|
|
2017
Q2 | $58.7M | Hold |
1,365,600
| – | – | 0.08% | 185 |
|
|
2017
Q1 | $55.7M | Hold |
1,365,600
| – | – | 0.08% | 185 |
|
|
2016
Q4 | $53.9M | Hold |
1,365,600
| – | – | 0.08% | 185 |
|
|
2016
Q3 | $43.1M | Hold |
1,365,600
| – | – | 0.06% | 201 |
|
|
2016
Q2 | $34.6M | Hold |
1,365,600
| – | – | 0.05% | 212 |
|
|
2016
Q1 | $38.3M | Sell |
1,365,600
-210,000
| -13% | -$5.54M | 0.06% | 206 |
|
|
2015
Q4 | $51.9M | Buy |
1,575,600
+210,000
| +15% | +$6.65M | 0.08% | 195 |
|
|
2015
Q3 | $39M | Sell |
1,365,600
-1,726,700
| -56% | -$55.4M | 0.07% | 204 |
|
|
2015
Q2 | $101M | Buy |
3,092,300
+1,212,300
| +64% | +$38.3M | 0.17% | 149 |
|
|
2015
Q1 | $57.2M | Hold |
1,880,000
| – | – | 0.1% | 180 |
|
|
2014
Q4 | $56.8M | Buy |
+1,880,000
| New | +$53.4M | 0.12% | 175 |
|
Other funds holding SCHW
VCM
VPM
Capital International Investors's SCHW Position: Q2 2026 in Review
Capital International Investors increased its Charles Schwab (SCHW) stake by 3.6% in Q2 2026, buying an estimated $11.4M and bringing the position to 3,602,660 shares worth $332M. The position accounts for 0.07% of the portfolio, ranked #186.
Capital International Investors first reported a position in SCHW in Q4 2014 and has held it in 32 quarters since. 1,933 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Capital International Investors held 3,602,660 shares of Charles Schwab worth $332M as of Q2 2026.
- Capital International Investors bought 124,553 Charles Schwab shares in Q2 2026, an estimated $11.4M.
- Charles Schwab made up 0.07% of Capital International Investors's portfolio in Q2 2026, its #186 holding.
- Capital International Investors first reported a position in Charles Schwab in Q4 2014 and has held it in 32 quarters since.
- 1,933 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.