Charles Schwab
BTBT icon

Charles Schwab’s Bit Digital BTBT Stock Holding History

Charles Schwab’s Portfolio BTBT Stock Details BTBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6M Buy
8,124,121
+1,000,948
+14% +$1.84M ﹤0.01% 2068
2025
Q4 		$13.5M Buy
7,123,173
+1,260,686
+22% +$3.64M ﹤0.01% 1977
2025
Q3 		$17.6M Buy
5,862,487
+3,687,922
+170% +$11.2M ﹤0.01% 1812
2025
Q2 		$4.76M Buy
2,174,565
+208,764
+11% +$461K ﹤0.01% 2354
2025
Q1 		$3.97M Buy
1,965,801
+215,956
+12% +$622K ﹤0.01% 2370
2024
Q4 		$5.13M Buy
1,749,845
+943,214
+117% +$3.71M ﹤0.01% 2326
2024
Q3 		$2.83M Buy
806,631
+530,411
+192% +$1.76M ﹤0.01% 2600
2024
Q2 		$878K Buy
276,220
+72,049
+35% +$176K ﹤0.01% 2985
2024
Q1 		$586K Hold
204,171
– – ﹤0.01% 2966
2023
Q4 		$864K Buy
204,171
+38,891
+24% +$102K ﹤0.01% 2882
2023
Q3 		$354K Hold
165,280
– – ﹤0.01% 3177
2023
Q2 		$671K Buy
+165,280
New +$428K ﹤0.01% 2916

Other funds holding BTBT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM