Charles Schwab
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Charles Schwab’s KE Holdings BEKE Stock Holding History

Charles Schwab’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Buy
1,037,308
+23,985
+2% +$395K ﹤0.01% 1962
2026
Q1 		$15.2M Sell
1,013,323
-650,816
-39% -$11.2M ﹤0.01% 1899
2025
Q4 		$26.2M Buy
1,664,139
+152,522
+10% +$2.62M ﹤0.01% 1576
2025
Q3 		$28.7M Buy
1,511,617
+100,667
+7% +$1.89M ﹤0.01% 1504
2025
Q2 		$25M Buy
1,410,950
+128,374
+10% +$2.47M ﹤0.01% 1548
2025
Q1 		$25.8M Buy
1,282,576
+205,205
+19% +$4.07M ﹤0.01% 1490
2024
Q4 		$19.8M Buy
1,077,371
+82,856
+8% +$1.71M ﹤0.01% 1703
2024
Q3 		$19.8M Buy
994,515
+103,720
+12% +$1.53M ﹤0.01% 1700
2024
Q2 		$12.6M Buy
890,795
+101,610
+13% +$1.59M ﹤0.01% 1922
2024
Q1 		$10.8M Sell
789,185
-29,251
-4% -$409K ﹤0.01% 1948
2023
Q4 		$13.3M Sell
818,436
-38,695
-5% -$599K ﹤0.01% 1847
2023
Q3 		$13.3M Sell
857,131
-19,338
-2% -$307K ﹤0.01% 1758
2023
Q2 		$13M Sell
876,469
-20,105
-2% -$328K ﹤0.01% 1781
2023
Q1 		$16.9M Buy
896,574
+3,556
+0.4% +$65.8K 0.01% 1596
2022
Q4 		$12.5M Buy
893,018
+7,952
+0.9% +$111K ﹤0.01% 1726
2022
Q3 		$15.5M Buy
885,066
+55,494
+7% +$899K 0.01% 1565
2022
Q2 		$14.9M Buy
829,572
+520,287
+168% +$7.33M 0.01% 1604
2022
Q1 		$3.83M Sell
309,285
-6,084
-2% -$108K ﹤0.01% 2401
2021
Q4 		$6.35M Buy
315,369
+10,210
+3% +$209K ﹤0.01% 2232
2021
Q3 		$5.57M Buy
305,159
+6,500
+2% +$158K ﹤0.01% 2325
2021
Q2 		$14.2M Buy
298,659
+156,198
+110% +$7.98M ﹤0.01% 1806
2021
Q1 		$8.12M Buy
142,461
+11,928
+9% +$750K ﹤0.01% 2067
2020
Q4 		$8.03M Buy
130,533
+1,277
+1% +$84.9K ﹤0.01% 1983
2020
Q3 		$7.92M Buy
+129,256
New +$6.46M ﹤0.01% 1837

Other funds holding BEKE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
HCVG
H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Charles Schwab's BEKE Position: Q2 2026 in Review

Charles Schwab increased its KE Holdings (BEKE) stake by 2.4% in Q2 2026, buying an estimated $395K and bringing the position to 1,037,308 shares worth $15.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Charles Schwab first reported a position in BEKE in Q3 2020 and has held it in 24 quarters since. The position peaked at $28.7M in Q3 2025. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

  • Charles Schwab held 1,037,308 shares of KE Holdings worth $15.1M as of Q2 2026.
  • Charles Schwab bought 23,985 KE Holdings shares in Q2 2026, an estimated $395K.
  • KE Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1962 holding.
  • Charles Schwab first reported a position in KE Holdings in Q3 2020 and has held it in 24 quarters since.
  • Charles Schwab's KE Holdings position peaked at $28.7M in Q3 2025.
  • 204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.