Charles Schwab
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Charles Schwab’s Pearson PSO Stock Holding History

Charles Schwab’s Portfolio PSO Stock Details PSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13M Buy
197,219
+22,336
+13% +$330K ﹤0.01% 2642
2026
Q1 		$2.3M Sell
174,883
-21,367
-11% -$277K ﹤0.01% 2679
2025
Q4 		$2.76M Buy
196,250
+101,191
+106% +$1.4M ﹤0.01% 2663
2025
Q3 		$1.35M Buy
95,059
+19,115
+25% +$275K ﹤0.01% 2853
2025
Q2 		$1.13M Sell
75,944
-2,543
-3% -$39.6K ﹤0.01% 2863
2025
Q1 		$1.26M Buy
78,487
+7,541
+11% +$124K ﹤0.01% 2765
2024
Q4 		$1.14M Buy
70,946
+6,401
+10% +$95.4K ﹤0.01% 2868
2024
Q3 		$876K Buy
64,545
+10,424
+19% +$140K ﹤0.01% 2956
2024
Q2 		$675K Buy
54,121
+5,206
+11% +$64.1K ﹤0.01% 3068
2024
Q1 		$644K Buy
48,915
+9,525
+24% +$118K ﹤0.01% 2931
2023
Q4 		$484K Buy
39,390
+14,518
+58% +$169K ﹤0.01% 3085
2023
Q3 		$262K Buy
24,872
+14,064
+130% +$151K ﹤0.01% 3240
2023
Q2 		$113K Buy
+10,808
New +$111K ﹤0.01% 3347

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Charles Schwab's PSO Position: Q2 2026 in Review

Charles Schwab increased its Pearson (PSO) stake by 13% in Q2 2026, buying an estimated $330K and bringing the position to 197,219 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Charles Schwab first reported a position in PSO in Q2 2023 and has held it in 13 quarters since. 210 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Charles Schwab held 197,219 shares of Pearson worth $3.13M as of Q2 2026.
  • Charles Schwab bought 22,336 Pearson shares in Q2 2026, an estimated $330K.
  • Pearson made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2642 holding.
  • Charles Schwab first reported a position in Pearson in Q2 2023 and has held it in 13 quarters since.
  • 210 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

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