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Charles Schwab Trust’s Carrier Global CARR Stock Holding History

Charles Schwab Trust’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Buy
+4,000
New +$261K 0.02% 153

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Charles Schwab Trust's CARR Position: Q2 2026 in Review

Charles Schwab Trust opened a new position in Carrier Global (CARR) in Q2 2026: 4,000 shares worth $293K. The stake represents 0.02% of the portfolio and ranks #153 among its holdings.

1,642 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Charles Schwab Trust held 4,000 shares of Carrier Global worth $293K as of Q2 2026.
  • Carrier Global was a new Charles Schwab Trust position in Q2 2026.
  • Carrier Global made up 0.02% of Charles Schwab Trust's portfolio in Q2 2026, its #153 holding.
  • 1,642 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.