Charles Schwab
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Charles Schwab’s HSBC HSBC Stock Holding History

Charles Schwab’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.5M Buy
667,970
+88,363
+15% +$8.06M 0.01% 1072
2026
Q1 		$47.8M Buy
579,607
+94,139
+19% +$7.97M 0.01% 1184
2025
Q4 		$38.2M Buy
485,468
+65,241
+16% +$4.67M 0.01% 1329
2025
Q3 		$29.8M Buy
420,227
+69,598
+20% +$4.53M ﹤0.01% 1477
2025
Q2 		$21.3M Buy
350,629
+51,166
+17% +$2.91M ﹤0.01% 1636
2025
Q1 		$17.2M Buy
299,463
+38,328
+15% +$2.1M ﹤0.01% 1709
2024
Q4 		$12.9M Buy
261,135
+45,387
+21% +$2.11M ﹤0.01% 1899
2024
Q3 		$9.75M Buy
215,748
+27,495
+15% +$1.19M ﹤0.01% 2034
2024
Q2 		$8.19M Buy
188,253
+47,586
+34% +$2.05M ﹤0.01% 2140
2024
Q1 		$5.54M Buy
140,667
+35,959
+34% +$1.4M ﹤0.01% 2246
2023
Q4 		$4.24M Buy
104,708
+32,603
+45% +$1.26M ﹤0.01% 2381
2023
Q3 		$2.85M Buy
72,105
+22,672
+46% +$893K ﹤0.01% 2491
2023
Q2 		$1.96M Buy
49,433
+24,782
+101% +$925K ﹤0.01% 2555
2023
Q1 		$841K Buy
24,651
+9,816
+66% +$352K ﹤0.01% 2794
2022
Q4 		$462K Buy
+14,835
New +$421K ﹤0.01% 3025

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab's HSBC Position: Q2 2026 in Review

Charles Schwab increased its HSBC (HSBC) stake by 15% in Q2 2026, buying an estimated $8.06M and bringing the position to 667,970 shares worth $63.5M. The position accounts for 0.01% of the portfolio, ranked #1072.

Charles Schwab first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Charles Schwab held 667,970 shares of HSBC worth $63.5M as of Q2 2026.
  • Charles Schwab bought 88,363 HSBC shares in Q2 2026, an estimated $8.06M.
  • HSBC made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1072 holding.
  • Charles Schwab first reported a position in HSBC in Q4 2022 and has held it in 15 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

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