Charles Schwab’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.6M | Buy |
1,642,212
+76,808
| +5% | +$1.92M | 0.01% | 1344 |
|
|
2026
Q1 | $37M | Buy |
1,565,404
+216,795
| +16% | +$5.46M | 0.01% | 1358 |
|
|
2025
Q4 | $40.3M | Sell |
1,348,609
-19,366
| -1% | -$608K | 0.01% | 1294 |
|
|
2025
Q3 | $44.1M | Sell |
1,367,975
-127,900
| -9% | -$4.14M | 0.01% | 1237 |
|
|
2025
Q2 | $51.1M | Buy |
1,495,875
+112,793
| +8% | +$3.7M | 0.01% | 1093 |
|
|
2025
Q1 | $42.7M | Sell |
1,383,082
-16,547
| -1% | -$536K | 0.01% | 1180 |
|
|
2024
Q4 | $44.2M | Buy |
1,399,629
+27,814
| +2% | +$912K | 0.01% | 1217 |
|
|
2024
Q3 | $44.9M | Buy |
1,371,815
+134,175
| +11% | +$3.91M | 0.01% | 1192 |
|
|
2024
Q2 | $32.7M | Buy |
1,237,640
+77,782
| +7% | +$2.07M | 0.01% | 1347 |
|
|
2024
Q1 | $32.8M | Sell |
1,159,858
-60,660
| -5% | -$1.63M | 0.01% | 1299 |
|
|
2023
Q4 | $31.3M | Sell |
1,220,518
-54,446
| -4% | -$1.38M | 0.01% | 1312 |
|
|
2023
Q3 | $30.9M | Buy |
1,274,964
+37,383
| +3% | +$1.07M | 0.01% | 1207 |
|
|
2023
Q2 | $36.4M | Buy |
1,237,581
+31,723
| +3% | +$878K | 0.01% | 1094 |
|
|
2023
Q1 | $32.3M | Buy |
1,205,858
+2,980
| +0.2% | +$89.8K | 0.01% | 1135 |
|
|
2022
Q4 | $37.4M | Buy |
1,202,878
+41,950
| +4% | +$1.2M | 0.01% | 992 |
|
|
2022
Q3 | $28.3M | Buy |
1,160,928
+55,110
| +5% | +$1.52M | 0.01% | 1138 |
|
|
2022
Q2 | $27.8M | Sell |
1,105,818
-124,467
| -10% | -$3.48M | 0.01% | 1157 |
|
|
2022
Q1 | $35.8M | Sell |
1,230,285
-162
| -0% | -$4.26K | 0.01% | 1103 |
|
|
2021
Q4 | $32.2M | Sell |
1,230,447
-123,251
| -9% | -$3.18M | 0.01% | 1211 |
|
|
2021
Q3 | $32M | Buy |
1,353,698
+18,097
| +1% | +$444K | 0.01% | 1175 |
|
|
2021
Q2 | $34.1M | Buy |
1,335,601
+36,878
| +3% | +$859K | 0.01% | 1148 |
|
|
2021
Q1 | $29.8M | Buy |
1,298,723
+21,367
| +2% | +$416K | 0.01% | 1202 |
|
|
2020
Q4 | $23.1M | Buy |
1,277,356
+52,321
| +4% | +$911K | 0.01% | 1296 |
|
|
2020
Q3 | $21.3M | Sell |
1,225,035
-649
| -0.1% | -$12K | 0.01% | 1158 |
|
|
2020
Q2 | $25.4M | Buy |
1,225,684
+166,422
| +16% | +$2.92M | 0.01% | 1012 |
|
|
2020
Q1 | $14.9M | Buy |
1,059,262
+109,472
| +12% | +$1.63M | 0.01% | 1199 |
|
|
2019
Q4 | $15.9M | Sell |
949,790
-31,621
| -3% | -$530K | 0.01% | 1370 |
|
|
2019
Q3 | $16.3M | Sell |
981,411
-166,898
| -15% | -$2.68M | 0.01% | 1285 |
|
|
2019
Q2 | $20.2M | Buy |
1,148,309
+272,607
| +31% | +$5.22M | 0.01% | 1126 |
|
|
2019
Q1 | $16.9M | Buy |
875,702
+80,602
| +10% | +$1.67M | 0.01% | 1220 |
|
|
2018
Q4 | $13.4M | Buy |
795,100
+90,558
| +13% | +$1.67M | 0.01% | 1253 |
|
|
2018
Q3 | $16.8M | Buy |
704,542
+32,346
| +5% | +$814K | 0.01% | 1262 |
|
|
2018
Q2 | $16.8M | Buy |
672,196
+162,054
| +32% | +$4.02M | 0.01% | 1226 |
|
|
2018
Q1 | $10.5M | Buy |
510,142
+19,156
| +4% | +$412K | 0.01% | 1457 |
|
|
2017
Q4 | $10.4M | Buy |
490,986
+66,316
| +16% | +$1.4M | 0.01% | 1453 |
|
|
2017
Q3 | $8.21M | Buy |
424,670
+110,416
| +35% | +$2.07M | 0.01% | 1568 |
|
|
2017
Q2 | $5.73M | Buy |
314,254
+92,913
| +42% | +$1.68M | 0.01% | 1730 |
|
|
2017
Q1 | $3.61M | Buy |
221,341
+42,972
| +24% | +$727K | ﹤0.01% | 1945 |
|
|
2016
Q4 | $2.47M | Buy |
178,369
+9,501
| +6% | +$141K | ﹤0.01% | 2078 |
|
|
2016
Q3 | $2.66M | Buy |
168,868
+31,419
| +23% | +$398K | ﹤0.01% | 2002 |
|
|
2016
Q2 | $1.42M | Buy |
137,449
+57,258
| +71% | +$685K | ﹤0.01% | 2221 |
|
|
2016
Q1 | $984K | Buy |
80,191
+14,275
| +22% | +$162K | ﹤0.01% | 2354 |
|
|
2015
Q4 | $921K | Buy |
65,916
+24,236
| +58% | +$318K | ﹤0.01% | 2423 |
|
|
2015
Q3 | $525K | Buy |
41,680
+8,544
| +26% | +$127K | ﹤0.01% | 2602 |
|
|
2015
Q2 | $618K | Buy |
33,136
+15,906
| +92% | +$279K | ﹤0.01% | 2603 |
|
|
2015
Q1 | $341K | Buy |
+17,230
| New | +$324K | ﹤0.01% | 2788 |
|
Other funds holding BOX
Charles Schwab's BOX Position: Q2 2026 in Review
Charles Schwab increased its Box (BOX) stake by 4.9% in Q2 2026, buying an estimated $1.92M and bringing the position to 1,642,212 shares worth $43.6M. The position accounts for 0.01% of the portfolio, ranked #1344.
Charles Schwab first reported a position in BOX in Q1 2015 and has held it in 46 quarters since. The position peaked at $51.1M in Q2 2025. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.
- Charles Schwab held 1,642,212 shares of Box worth $43.6M as of Q2 2026.
- Charles Schwab bought 76,808 Box shares in Q2 2026, an estimated $1.92M.
- Box made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1344 holding.
- Charles Schwab first reported a position in Box in Q1 2015 and has held it in 46 quarters since.
- Charles Schwab's Box position peaked at $51.1M in Q2 2025.
- 396 funds tracked by Wall St. Rank held Box as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.