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
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 $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return