Charles Schwab
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Charles Schwab’s Blackstone BX Stock Holding History

Charles Schwab’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.77B Buy
23,500,355
+2,140,746
+10% +$257M 0.37% 55
2026
Q1 		$2.46B Buy
21,359,609
+17,007,658
+391% +$2.21B 0.38% 46
2025
Q4 		$671M Buy
4,351,951
+84,334
+2% +$12.8M 0.1% 159
2025
Q3 		$729M Buy
4,267,617
+67,423
+2% +$11.6M 0.12% 145
2025
Q2 		$628M Buy
4,200,194
+46,539
+1% +$6.39M 0.11% 163
2025
Q1 		$581M Buy
4,153,655
+108,512
+3% +$17.6M 0.11% 164
2024
Q4 		$697M Buy
4,045,143
+113,732
+3% +$19.8M 0.13% 131
2024
Q3 		$602M Buy
3,931,411
+61,739
+2% +$8.57M 0.11% 158
2024
Q2 		$479M Buy
3,869,672
+71,085
+2% +$8.75M 0.09% 191
2024
Q1 		$499M Sell
3,798,587
-11,055,137
-74% -$1.38B 0.12% 154
2023
Q4 		$1.94B Buy
14,853,724
+27,955
+0.2% +$3.02M 0.49% 35
2023
Q3 		$1.59B Buy
14,825,769
+1,744,652
+13% +$182M 0.45% 40
2023
Q2 		$1.22B Buy
13,081,117
+790,231
+6% +$68.3M 0.35% 50
2023
Q1 		$1.08B Buy
12,290,886
+10,238,110
+499% +$904M 0.33% 53
2022
Q4 		$152M Buy
2,052,776
+74,984
+4% +$6.48M 0.05% 341
2022
Q3 		$166M Buy
1,977,792
+101,535
+5% +$9.83M 0.06% 297
2022
Q2 		$171M Buy
1,876,257
+16,901
+0.9% +$1.83M 0.06% 297
2022
Q1 		$236M Buy
1,859,356
+106,747
+6% +$13M 0.07% 258
2021
Q4 		$227M Buy
1,752,609
+40,777
+2% +$5.44M 0.07% 263
2021
Q3 		$199M Buy
1,711,832
+12,468
+0.7% +$1.45M 0.07% 269
2021
Q2 		$165M Buy
1,699,364
+57,828
+4% +$5.14M 0.05% 314
2021
Q1 		$122M Sell
1,641,536
-67,491
-4% -$4.66M 0.04% 378
2020
Q4 		$111M Buy
1,709,027
+39,199
+2% +$2.28M 0.04% 375
2020
Q3 		$87.2M Sell
1,669,828
-71,325
-4% -$3.82M 0.04% 394
2020
Q2 		$98.7M Buy
1,741,153
+110,345
+7% +$5.81M 0.05% 350
2020
Q1 		$74.3M Buy
1,630,808
+289,428
+22% +$16M 0.04% 374
2019
Q4 		$75M Buy
1,341,380
+10,354
+0.8% +$537K 0.04% 435
2019
Q3 		$65M Buy
+1,331,026
New +$64.9M 0.04% 451

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab's BX Position: Q2 2026 in Review

Charles Schwab increased its Blackstone (BX) stake by 10% in Q2 2026, buying an estimated $257M and bringing the position to 23,500,355 shares worth $2.77B. The position accounts for 0.37% of the portfolio, ranked #55.

Charles Schwab first reported a position in BX in Q3 2019 and has held it in 28 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Charles Schwab held 23,500,355 shares of Blackstone worth $2.77B as of Q2 2026.
  • Charles Schwab bought 2,140,746 Blackstone shares in Q2 2026, an estimated $257M.
  • Blackstone made up 0.37% of Charles Schwab's portfolio in Q2 2026, its #55 holding.
  • Charles Schwab first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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