Charles Schwab’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $107M | Buy |
1,188,902
+13,563
| +1% | +$1.15M | 0.01% | 756 |
|
|
2026
Q1 | $98.2M | Buy |
1,175,339
+42,595
| +4% | +$3.49M | 0.02% | 728 |
|
|
2025
Q4 | $104M | Sell |
1,132,744
-9,243
| -0.8% | -$885K | 0.02% | 717 |
|
|
2025
Q3 | $108M | Buy |
1,141,987
+12,872
| +1% | +$1.21M | 0.02% | 667 |
|
|
2025
Q2 | $118M | Buy |
1,129,115
+28,145
| +3% | +$2.67M | 0.02% | 599 |
|
|
2025
Q1 | $97.3M | Buy |
1,100,970
+14,159
| +1% | +$1.45M | 0.02% | 666 |
|
|
2024
Q4 | $104M | Buy |
1,086,811
+25,004
| +2% | +$2.33M | 0.02% | 644 |
|
|
2024
Q3 | $86.9M | Buy |
1,061,807
+14,532
| +1% | +$1.12M | 0.02% | 748 |
|
|
2024
Q2 | $90.3M | Sell |
1,047,275
-13,391
| -1% | -$1.08M | 0.02% | 692 |
|
|
2024
Q1 | $86.6M | Buy |
1,060,666
+58,383
| +6% | +$4.56M | 0.02% | 677 |
|
|
2023
Q4 | $66.5M | Buy |
1,002,283
+21,766
| +2% | +$1.51M | 0.02% | 789 |
|
|
2023
Q3 | $71.6M | Buy |
980,517
+26,868
| +3% | +$1.82M | 0.02% | 667 |
|
|
2023
Q2 | $60.2M | Buy |
953,649
+16,039
| +2% | +$930K | 0.02% | 753 |
|
|
2023
Q1 | $55M | Buy |
937,610
+3,902
| +0.4% | +$237K | 0.02% | 769 |
|
|
2022
Q4 | $57.6M | Buy |
933,708
+39,179
| +4% | +$2.63M | 0.02% | 715 |
|
|
2022
Q3 | $60.1M | Buy |
894,529
+30,493
| +4% | +$1.93M | 0.02% | 652 |
|
|
2022
Q2 | $53M | Buy |
864,036
+15,129
| +2% | +$969K | 0.02% | 715 |
|
|
2022
Q1 | $57.3M | Buy |
848,907
+34,713
| +4% | +$1.87M | 0.02% | 782 |
|
|
2021
Q4 | $36M | Buy |
814,194
+16,431
| +2% | +$957K | 0.01% | 1131 |
|
|
2021
Q3 | $51.7M | Buy |
797,763
+14,262
| +2% | +$990K | 0.02% | 847 |
|
|
2021
Q2 | $63.1M | Buy |
783,501
+19,954
| +3% | +$1.52M | 0.02% | 709 |
|
|
2021
Q1 | $51.9M | Buy |
763,547
+47,851
| +7% | +$3.76M | 0.02% | 800 |
|
|
2020
Q4 | $49.9M | Buy |
715,696
+9,667
| +1% | +$601K | 0.02% | 768 |
|
|
2020
Q3 | $36.3M | Buy |
706,029
+38,463
| +6% | +$2.11M | 0.02% | 837 |
|
|
2020
Q2 | $39.2M | Buy |
667,566
+35,864
| +6% | +$1.98M | 0.02% | 731 |
|
|
2020
Q1 | $32M | Buy |
631,702
+14,424
| +2% | +$958K | 0.02% | 707 |
|
|
2019
Q4 | $45.7M | Buy |
617,278
+19,929
| +3% | +$1.24M | 0.02% | 679 |
|
|
2019
Q3 | $34.1M | Buy |
597,349
+138,537
| +30% | +$9.19M | 0.02% | 809 |
|
|
2019
Q2 | $30M | Buy |
458,812
+26,773
| +6% | +$1.86M | 0.02% | 866 |
|
|
2019
Q1 | $32M | Buy |
432,039
+40,991
| +10% | +$2.88M | 0.02% | 822 |
|
|
2018
Q4 | $23.3M | Buy |
391,048
+2,873
| +0.7% | +$232K | 0.02% | 894 |
|
|
2018
Q3 | $36.6M | Buy |
388,175
+111,297
| +40% | +$9.59M | 0.02% | 701 |
|
|
2018
Q2 | $20.8M | Buy |
276,878
+26,635
| +11% | +$1.91M | 0.02% | 1053 |
|
|
2018
Q1 | $15.2M | Buy |
250,243
+11,219
| +5% | +$607K | 0.01% | 1189 |
|
|
2017
Q4 | $11.2M | Buy |
239,024
+13,635
| +6% | +$675K | 0.01% | 1393 |
|
|
2017
Q3 | $11.4M | Buy |
225,389
+27,073
| +14% | +$1.26M | 0.01% | 1327 |
|
|
2017
Q2 | $9.88M | Buy |
198,316
+17,842
| +10% | +$834K | 0.01% | 1359 |
|
|
2017
Q1 | $7.66M | Buy |
180,474
+15,414
| +9% | +$682K | 0.01% | 1492 |
|
|
2016
Q4 | $6.69M | Buy |
165,060
+8,615
| +6% | +$333K | 0.01% | 1548 |
|
|
2016
Q3 | $5.92M | Buy |
156,445
+18,124
| +13% | +$574K | 0.01% | 1533 |
|
|
2016
Q2 | $4.2M | Buy |
138,321
+13,498
| +11% | +$354K | 0.01% | 1674 |
|
|
2016
Q1 | $3.08M | Buy |
124,823
+2,579
| +2% | +$55.3K | ﹤0.01% | 1811 |
|
|
2015
Q4 | $3.06M | Buy |
122,244
+7,930
| +7% | +$244K | ﹤0.01% | 1840 |
|
|
2015
Q3 | $3.38M | Buy |
114,314
+6,847
| +6% | +$215K | 0.01% | 1740 |
|
|
2015
Q2 | $3.44M | Buy |
107,467
+85,074
| +380% | +$2.28M | ﹤0.01% | 1793 |
|
|
2015
Q1 | $560K | Buy |
22,393
+928
| +4% | +$20.1K | ﹤0.01% | 2590 |
|
|
2014
Q4 | $547K | Buy |
+21,465
| New | +$466K | ﹤0.01% | 2585 |
|
Other funds holding HQY
WA
Charles Schwab's HQY Position: Q2 2026 in Review
Charles Schwab increased its HealthEquity (HQY) stake by 1.2% in Q2 2026, buying an estimated $1.15M and bringing the position to 1,188,902 shares worth $107M. The position accounts for 0.01% of the portfolio, ranked #756.
Charles Schwab first reported a position in HQY in Q4 2014 and has held it in 47 quarters since. The position peaked at $118M in Q2 2025. 496 funds tracked by Wall St. Rank hold HQY as of Q2 2026.
- Charles Schwab held 1,188,902 shares of HealthEquity worth $107M as of Q2 2026.
- Charles Schwab bought 13,563 HealthEquity shares in Q2 2026, an estimated $1.15M.
- HealthEquity made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #756 holding.
- Charles Schwab first reported a position in HealthEquity in Q4 2014 and has held it in 47 quarters since.
- Charles Schwab's HealthEquity position peaked at $118M in Q2 2025.
- 496 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.