Charles Schwab’s Energy Transfer Partners ET Stock Holding History

Charles Schwab’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,965	Closed	-$204K	–	3516
2025 Q1	$204K	Buy	+10,965	New	+$214K	﹤0.01%	3256
2020 Q3	–	Sell	-11,674	Closed	-$83K	–	3351
2020 Q2	$83K	Sell	11,674 -1	-0%	-$7	﹤0.01%	3246
2020 Q1	$54K	Buy	+11,675	New	+$124K	﹤0.01%	3150

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab's ET Position: Q2 2025 in Review

Charles Schwab sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 10,965 shares — an estimated $204K sold.

Charles Schwab first reported a position in ET in Q1 2020 and held it in 3 quarters. The position peaked at $204K in Q1 2025. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Charles Schwab reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Charles Schwab sold 10,965 Energy Transfer Partners shares in Q2 2025, an estimated $204K.
Charles Schwab first reported a position in Energy Transfer Partners in Q1 2020 and held it in 3 quarters.
Charles Schwab's Energy Transfer Partners position peaked at $204K in Q1 2025.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.