Charles Schwab
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Charles Schwab’s Dynatrace DT Stock Holding History

Charles Schwab’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120M Buy
2,727,257
+98,293
+4% +$3.83M 0.02% 687
2026
Q1 		$97.2M Buy
2,628,964
+223,698
+9% +$8.55M 0.01% 734
2025
Q4 		$104M Buy
2,405,266
+71,603
+3% +$3.34M 0.02% 713
2025
Q3 		$113M Buy
2,333,663
+117,070
+5% +$5.92M 0.02% 648
2025
Q2 		$122M Buy
2,216,593
+42,917
+2% +$2.15M 0.02% 588
2025
Q1 		$102M Buy
2,173,676
+121,432
+6% +$6.64M 0.02% 638
2024
Q4 		$112M Buy
2,052,244
+58,858
+3% +$3.21M 0.02% 603
2024
Q3 		$107M Buy
1,993,386
+384,708
+24% +$18.3M 0.02% 618
2024
Q2 		$72M Buy
1,608,678
+60,787
+4% +$2.8M 0.01% 812
2024
Q1 		$71.9M Buy
1,547,891
+57,014
+4% +$2.97M 0.02% 785
2023
Q4 		$81.5M Buy
1,490,877
+54,436
+4% +$2.75M 0.02% 663
2023
Q3 		$67.1M Buy
1,436,441
+134,302
+10% +$6.6M 0.02% 707
2023
Q2 		$67M Buy
1,302,139
+4,479
+0.3% +$210K 0.02% 695
2023
Q1 		$54.9M Buy
1,297,660
+101,421
+8% +$4.11M 0.02% 773
2022
Q4 		$45.8M Buy
1,196,239
+55,451
+5% +$2.02M 0.01% 881
2022
Q3 		$39.7M Buy
1,140,788
+36,435
+3% +$1.41M 0.01% 902
2022
Q2 		$43.6M Buy
1,104,353
+22,405
+2% +$892K 0.02% 841
2022
Q1 		$51M Buy
1,081,948
+25,547
+2% +$1.2M 0.02% 858
2021
Q4 		$63.8M Buy
1,056,401
+26,085
+3% +$1.78M 0.02% 742
2021
Q3 		$73.1M Buy
1,030,316
+95,245
+10% +$6.24M 0.02% 649
2021
Q2 		$54.6M Buy
935,071
+24,097
+3% +$1.26M 0.02% 801
2021
Q1 		$43.9M Sell
910,974
-26,078
-3% -$1.26M 0.02% 930
2020
Q4 		$40.5M Buy
937,052
+8,064
+0.9% +$320K 0.02% 911
2020
Q3 		$38.1M Sell
928,988
-228,793
-20% -$9.37M 0.02% 803
2020
Q2 		$47M Buy
1,157,781
+508,301
+78% +$16.7M 0.02% 643
2020
Q1 		$15.5M Buy
649,480
+212,962
+49% +$6.14M 0.01% 1170
2019
Q4 		$11M Buy
436,518
+202,838
+87% +$4.45M 0.01% 1626
2019
Q3 		$4.36M Buy
+233,680
New +$5.3M ﹤0.01% 2034

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab's DT Position: Q2 2026 in Review

Charles Schwab increased its Dynatrace (DT) stake by 3.7% in Q2 2026, buying an estimated $3.83M and bringing the position to 2,727,257 shares worth $120M. The position accounts for 0.02% of the portfolio, ranked #687.

Charles Schwab first reported a position in DT in Q3 2019 and has held it in 28 quarters since. The position peaked at $122M in Q2 2025. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Charles Schwab held 2,727,257 shares of Dynatrace worth $120M as of Q2 2026.
  • Charles Schwab bought 98,293 Dynatrace shares in Q2 2026, an estimated $3.83M.
  • Dynatrace made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #687 holding.
  • Charles Schwab first reported a position in Dynatrace in Q3 2019 and has held it in 28 quarters since.
  • Charles Schwab's Dynatrace position peaked at $122M in Q2 2025.
  • 591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

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