Charles Schwab
COIN icon

Charles Schwab’s Coinbase COIN Stock Holding History

Charles Schwab’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276M Buy
1,885,012
+151,403
+9% +$27.3M 0.04% 373
2026
Q1 		$303M Buy
1,733,609
+70,823
+4% +$13.9M 0.05% 309
2025
Q4 		$376M Buy
1,662,786
+56,711
+4% +$16.9M 0.06% 266
2025
Q3 		$542M Buy
1,606,075
+150,159
+10% +$50.9M 0.09% 197
2025
Q2 		$510M Buy
1,455,916
+504,068
+53% +$118M 0.09% 195
2025
Q1 		$164M Buy
951,848
+16,816
+2% +$4.07M 0.03% 445
2024
Q4 		$232M Buy
935,032
+15,954
+2% +$4.05M 0.04% 339
2024
Q3 		$164M Buy
919,078
+52,856
+6% +$10.6M 0.03% 436
2024
Q2 		$193M Buy
866,222
+14,256
+2% +$3.28M 0.04% 396
2024
Q1 		$226M Buy
851,966
+195,277
+30% +$35.1M 0.05% 321
2023
Q4 		$114M Buy
656,689
+37,847
+6% +$4.13M 0.03% 506
2023
Q3 		$46.5M Buy
618,842
+20,296
+3% +$1.71M 0.01% 921
2023
Q2 		$42.8M Buy
598,546
+45,832
+8% +$2.73M 0.01% 957
2023
Q1 		$37.3M Buy
552,714
+24,196
+5% +$1.45M 0.01% 1033
2022
Q4 		$18.7M Buy
528,518
+28,004
+6% +$1.48M 0.01% 1495
2022
Q3 		$32.3M Buy
500,514
+382,443
+324% +$26.7M 0.01% 1049
2022
Q2 		$5.55M Buy
118,071
+31,143
+36% +$2.96M ﹤0.01% 2143
2022
Q1 		$16.5M Buy
86,928
+1,082
+1% +$211K 0.01% 1682
2021
Q4 		$21.7M Buy
85,846
+3,880
+5% +$1.13M 0.01% 1518
2021
Q3 		$18.6M Buy
81,966
+15,920
+24% +$3.92M 0.01% 1649
2021
Q2 		$16.7M Buy
+66,046
New +$17.1M 0.01% 1710

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Charles Schwab's COIN Position: Q2 2026 in Review

Charles Schwab increased its Coinbase (COIN) stake by 8.7% in Q2 2026, buying an estimated $27.3M and bringing the position to 1,885,012 shares worth $276M. The position accounts for 0.04% of the portfolio, ranked #373.

Charles Schwab first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $542M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Charles Schwab held 1,885,012 shares of Coinbase worth $276M as of Q2 2026.
  • Charles Schwab bought 151,403 Coinbase shares in Q2 2026, an estimated $27.3M.
  • Coinbase made up 0.04% of Charles Schwab's portfolio in Q2 2026, its #373 holding.
  • Charles Schwab first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Charles Schwab's Coinbase position peaked at $542M in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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