Charles Schwab
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Charles Schwab’s BP BP Stock Holding History

Charles Schwab’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.5M Buy
474,713
+64,503
+16% +$2.83M ﹤0.01% 1897
2026
Q1 		$19.3M Buy
410,210
+65,669
+19% +$2.57M ﹤0.01% 1766
2025
Q4 		$12M Buy
344,541
+44,673
+15% +$1.57M ﹤0.01% 2045
2025
Q3 		$10.3M Buy
299,868
+63,119
+27% +$2.11M ﹤0.01% 2099
2025
Q2 		$7.09M Sell
236,749
-400
-0.2% -$11.7K ﹤0.01% 2173
2025
Q1 		$8.01M Buy
237,149
+48,090
+25% +$1.57M ﹤0.01% 2054
2024
Q4 		$5.59M Buy
189,059
+81,259
+75% +$2.44M ﹤0.01% 2290
2024
Q3 		$3.38M Sell
107,800
-17,795
-14% -$602K ﹤0.01% 2548
2024
Q2 		$4.53M Buy
125,595
+21,716
+21% +$814K ﹤0.01% 2401
2024
Q1 		$3.91M Buy
103,879
+35,641
+52% +$1.28M ﹤0.01% 2375
2023
Q4 		$2.42M Buy
68,238
+8,735
+15% +$320K ﹤0.01% 2554
2023
Q3 		$2.3M Buy
59,503
+26,764
+82% +$993K ﹤0.01% 2554
2023
Q2 		$1.16M Buy
32,739
+11,467
+54% +$424K ﹤0.01% 2712
2023
Q1 		$807K Buy
21,272
+8,921
+72% +$333K ﹤0.01% 2813
2022
Q4 		$431K Buy
+12,351
New +$411K ﹤0.01% 3037
2020
Q4 		– Sell
-22,693
Closed -$396K – 3398
2020
Q3 		$396K Buy
+22,693
New +$491K ﹤0.01% 2948

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Charles Schwab's BP Position: Q2 2026 in Review

Charles Schwab increased its BP (BP) stake by 16% in Q2 2026, buying an estimated $2.83M and bringing the position to 474,713 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Charles Schwab first reported a position in BP in Q3 2020 and has held it in 16 quarters since. The position peaked at $19.3M in Q1 2026. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Charles Schwab held 474,713 shares of BP worth $17.5M as of Q2 2026.
  • Charles Schwab bought 64,503 BP shares in Q2 2026, an estimated $2.83M.
  • BP made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1897 holding.
  • Charles Schwab first reported a position in BP in Q3 2020 and has held it in 16 quarters since.
  • Charles Schwab's BP position peaked at $19.3M in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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