Charles Schwab
BKV

Charles Schwab’s BKV Corp BKV Stock Holding History

Charles Schwab’s Portfolio BKV Stock Details BKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.28M Buy
302,782
+24,210
+9% +$666K ﹤0.01% 2248
2026
Q1 		$7.94M Buy
278,572
+78,773
+39% +$2.28M ﹤0.01% 2208
2025
Q4 		$5.42M Buy
199,799
+55,870
+39% +$1.4M ﹤0.01% 2411
2025
Q3 		$3.33M Buy
143,929
+15,496
+12% +$338K ﹤0.01% 2597
2025
Q2 		$3.1M Buy
128,433
+8,002
+7% +$165K ﹤0.01% 2521
2025
Q1 		$2.53M Sell
120,431
-3,150
-3% -$71.2K ﹤0.01% 2538
2024
Q4 		$2.94M Buy
+123,581
New +$2.5M ﹤0.01% 2553

Other funds holding BKV

DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab's BKV Position: Q2 2026 in Review

Charles Schwab increased its BKV Corp (BKV) stake by 8.7% in Q2 2026, buying an estimated $666K and bringing the position to 302,782 shares worth $8.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Charles Schwab first reported a position in BKV in Q4 2024 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold BKV as of Q2 2026.

  • Charles Schwab held 302,782 shares of BKV Corp worth $8.28M as of Q2 2026.
  • Charles Schwab bought 24,210 BKV Corp shares in Q2 2026, an estimated $666K.
  • BKV Corp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2248 holding.
  • Charles Schwab first reported a position in BKV Corp in Q4 2024 and has held it in 7 quarters since.
  • 161 funds tracked by Wall St. Rank held BKV Corp as of Q2 2026.

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