Charles Schwab
CD

Charles Schwab’s Chaince Digital Holdings CD Stock Holding History

Charles Schwab’s Portfolio CD Stock Details CD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$709K Buy
162,160
+80,250
+98% +$472K ﹤0.01% 3125
2026
Q1 		$326K Sell
81,910
-17,676
-18% -$90.8K ﹤0.01% 3229
2025
Q4 		$495K Buy
99,586
+19,935
+25% +$231K ﹤0.01% 3162
2025
Q3 		$1.96M Hold
79,651
– – ﹤0.01% 2756
2025
Q2 		$307K Buy
+79,651
New +$401K ﹤0.01% 3301

Other funds holding CD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Charles Schwab's CD Position: Q2 2026 in Review

Charles Schwab increased its Chaince Digital Holdings (CD) stake by 98% in Q2 2026, buying an estimated $472K and bringing the position to 162,160 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Charles Schwab first reported a position in CD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.96M in Q3 2025. 54 funds tracked by Wall St. Rank hold CD as of Q2 2026.

  • Charles Schwab held 162,160 shares of Chaince Digital Holdings worth $709K as of Q2 2026.
  • Charles Schwab bought 80,250 Chaince Digital Holdings shares in Q2 2026, an estimated $472K.
  • Chaince Digital Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3125 holding.
  • Charles Schwab first reported a position in Chaince Digital Holdings in Q2 2025 and has held it in 5 quarters since.
  • Charles Schwab's Chaince Digital Holdings position peaked at $1.96M in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Chaince Digital Holdings as of Q2 2026.

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