Charles Schwab
BTGO

Charles Schwab’s BitGo Holdings BTGO Stock Holding History

Charles Schwab’s Portfolio BTGO Stock Details BTGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Sell
55,331
-11,031
-17% -$90.5K ﹤0.01% 3337
2026
Q1 		$546K Buy
+66,362
New +$726K ﹤0.01% 3083

Other funds holding BTGO

VM
Valor Management Chicago, Illinois $86.2B AUM 12.66% 1-Year Est. Return
RM
Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
CL
CRCM LP San Francisco, California $144M AUM 26.42% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

Charles Schwab's BTGO Position: Q2 2026 in Review

Charles Schwab reduced its BitGo Holdings (BTGO) stake by 17% in Q2 2026, selling an estimated $90.5K and leaving 55,331 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Charles Schwab first reported a position in BTGO in Q1 2026 and has held it in 2 quarters since. The position peaked at $546K in Q1 2026. 60 funds tracked by Wall St. Rank hold BTGO as of Q2 2026.

  • Charles Schwab held 55,331 shares of BitGo Holdings worth $287K as of Q2 2026.
  • Charles Schwab sold 11,031 BitGo Holdings shares in Q2 2026, an estimated $90.5K.
  • BitGo Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3337 holding.
  • Charles Schwab first reported a position in BitGo Holdings in Q1 2026 and has held it in 2 quarters since.
  • Charles Schwab's BitGo Holdings position peaked at $546K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held BitGo Holdings as of Q2 2026.

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