Charles Schwab
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Charles Schwab’s PJT Partners PJT Stock Holding History

Charles Schwab’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.8M Buy
277,001
+14,452
+6% +$2.23M 0.01% 1377
2026
Q1 		$36.7M Buy
262,549
+9,792
+4% +$1.54M 0.01% 1368
2025
Q4 		$42.3M Sell
252,757
-436
-0.2% -$74.6K 0.01% 1265
2025
Q3 		$45M Sell
253,193
-225
-0.1% -$40.5K 0.01% 1221
2025
Q2 		$41.8M Buy
253,418
+3,421
+1% +$497K 0.01% 1208
2025
Q1 		$34.5M Sell
249,997
-5,266
-2% -$828K 0.01% 1312
2024
Q4 		$40.3M Buy
255,263
+3,173
+1% +$484K 0.01% 1280
2024
Q3 		$33.6M Buy
252,090
+11,707
+5% +$1.43M 0.01% 1372
2024
Q2 		$25.9M Buy
240,383
+7,458
+3% +$749K ﹤0.01% 1506
2024
Q1 		$22M Buy
232,925
+9,791
+4% +$962K 0.01% 1557
2023
Q4 		$22.7M Buy
223,134
+15,491
+7% +$1.33M 0.01% 1516
2023
Q3 		$16.5M Buy
207,643
+2,352
+1% +$182K ﹤0.01% 1621
2023
Q2 		$14.3M Buy
205,291
+16,253
+9% +$1.12M ﹤0.01% 1715
2023
Q1 		$13.6M Buy
189,038
+9,340
+5% +$717K ﹤0.01% 1722
2022
Q4 		$13.2M Buy
179,698
+4,668
+3% +$350K ﹤0.01% 1693
2022
Q3 		$11.7M Buy
175,030
+1,734
+1% +$122K ﹤0.01% 1745
2022
Q2 		$12.2M Sell
173,296
-2,048
-1% -$142K ﹤0.01% 1732
2022
Q1 		$11.1M Buy
175,344
+4,491
+3% +$292K ﹤0.01% 1899
2021
Q4 		$12.7M Buy
170,853
+1,823
+1% +$145K ﹤0.01% 1878
2021
Q3 		$13.4M Buy
169,030
+585
+0.3% +$44.8K ﹤0.01% 1843
2021
Q2 		$12M Buy
168,445
+7,376
+5% +$527K ﹤0.01% 1907
2021
Q1 		$10.9M Buy
161,069
+4,924
+3% +$357K ﹤0.01% 1913
2020
Q4 		$11.8M Buy
156,145
+410
+0.3% +$28.9K ﹤0.01% 1767
2020
Q3 		$9.44M Buy
155,735
+10,295
+7% +$578K ﹤0.01% 1740
2020
Q2 		$7.47M Buy
145,440
+14,681
+11% +$724K ﹤0.01% 1815
2020
Q1 		$5.67M Buy
130,759
+2,365
+2% +$104K ﹤0.01% 1771
2019
Q4 		$5.79M Buy
128,394
+2,440
+2% +$102K ﹤0.01% 1946
2019
Q3 		$5.13M Buy
125,954
+1,524
+1% +$61.3K ﹤0.01% 1943
2019
Q2 		$5.04M Buy
124,430
+11,217
+10% +$457K ﹤0.01% 1969
2019
Q1 		$4.73M Buy
113,213
+6,497
+6% +$279K ﹤0.01% 2002
2018
Q4 		$4.14M Buy
106,716
+1,342
+1% +$60.2K ﹤0.01% 2003
2018
Q3 		$5.52M Buy
105,374
+6,992
+7% +$394K ﹤0.01% 1997
2018
Q2 		$5.25M Buy
98,382
+15,197
+18% +$832K ﹤0.01% 1973
2018
Q1 		$4.17M Buy
83,185
+2,413
+3% +$116K ﹤0.01% 2035
2017
Q4 		$3.68M Buy
80,772
+4,140
+5% +$168K ﹤0.01% 2071
2017
Q3 		$2.94M Buy
76,632
+7,743
+11% +$307K ﹤0.01% 2127
2017
Q2 		$2.77M Sell
68,889
-5,508
-7% -$206K ﹤0.01% 2106
2017
Q1 		$2.61M Buy
74,397
+4,074
+6% +$141K ﹤0.01% 2100
2016
Q4 		$2.17M Buy
70,323
+3,841
+6% +$110K ﹤0.01% 2151
2016
Q3 		$1.81M Buy
66,482
+3,168
+5% +$79.4K ﹤0.01% 2184
2016
Q2 		$1.46M Buy
63,314
+40,726
+180% +$981K ﹤0.01% 2211
2016
Q1 		$544K Buy
22,588
+918
+4% +$23.7K ﹤0.01% 2548
2015
Q4 		$614K Buy
+21,670
New +$496K ﹤0.01% 2555

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab's PJT Position: Q2 2026 in Review

Charles Schwab increased its PJT Partners (PJT) stake by 5.5% in Q2 2026, buying an estimated $2.23M and bringing the position to 277,001 shares worth $41.8M. The position accounts for 0.01% of the portfolio, ranked #1377.

Charles Schwab first reported a position in PJT in Q4 2015 and has held it in 43 quarters since. The position peaked at $45M in Q3 2025. 415 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • Charles Schwab held 277,001 shares of PJT Partners worth $41.8M as of Q2 2026.
  • Charles Schwab bought 14,452 PJT Partners shares in Q2 2026, an estimated $2.23M.
  • PJT Partners made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1377 holding.
  • Charles Schwab first reported a position in PJT Partners in Q4 2015 and has held it in 43 quarters since.
  • Charles Schwab's PJT Partners position peaked at $45M in Q3 2025.
  • 415 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

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