Charles Schwab
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Charles Schwab’s Rocket Companies RKT Stock Holding History

Charles Schwab’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121M Sell
7,671,810
-545,064
-7% -$7.86M 0.02% 682
2026
Q1 		$117M Sell
8,216,874
-329,058
-4% -$5.99M 0.02% 647
2025
Q4 		$165M Buy
8,545,932
+6,385,366
+296% +$114M 0.03% 481
2025
Q3 		$41.9M Buy
2,160,566
+822,716
+61% +$14.3M 0.01% 1273
2025
Q2 		$19M Buy
1,337,850
+71,451
+6% +$927K ﹤0.01% 1705
2025
Q1 		$15.3M Buy
1,266,399
+103,156
+9% +$1.33M ﹤0.01% 1761
2024
Q4 		$13.1M Buy
1,163,243
+122,534
+12% +$1.82M ﹤0.01% 1894
2024
Q3 		$20M Buy
1,040,709
+72,308
+7% +$1.27M ﹤0.01% 1697
2024
Q2 		$13.3M Buy
968,401
+119,676
+14% +$1.62M ﹤0.01% 1896
2024
Q1 		$12.3M Buy
848,725
+131,751
+18% +$1.64M ﹤0.01% 1879
2023
Q4 		$10.4M Buy
716,974
+35,470
+5% +$340K ﹤0.01% 1962
2023
Q3 		$5.57M Buy
681,504
+11,472
+2% +$116K ﹤0.01% 2202
2023
Q2 		$6M Buy
670,032
+28,807
+4% +$251K ﹤0.01% 2159
2023
Q1 		$5.81M Sell
641,225
-997
-0.2% -$8.6K ﹤0.01% 2134
2022
Q4 		$4.5M Buy
642,222
+38,996
+6% +$285K ﹤0.01% 2266
2022
Q3 		$3.81M Buy
603,226
+5,667
+0.9% +$49.3K ﹤0.01% 2363
2022
Q2 		$4.4M Sell
597,559
-98,920
-14% -$854K ﹤0.01% 2242
2022
Q1 		$7.75M Buy
696,479
+20,063
+3% +$248K ﹤0.01% 2078
2021
Q4 		$9.47M Buy
676,416
+2,119
+0.3% +$33.7K ﹤0.01% 2030
2021
Q3 		$10.8M Buy
674,297
+6,949
+1% +$121K ﹤0.01% 1960
2021
Q2 		$12.9M Buy
667,348
+127,358
+24% +$2.58M ﹤0.01% 1865
2021
Q1 		$12.5M Buy
539,990
+15,974
+3% +$357K ﹤0.01% 1832
2020
Q4 		$10.6M Buy
524,016
+72,615
+16% +$1.53M ﹤0.01% 1836
2020
Q3 		$9M Buy
+451,401
New +$10.5M ﹤0.01% 1765

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Charles Schwab's RKT Position: Q2 2026 in Review

Charles Schwab reduced its Rocket Companies (RKT) stake by 6.6% in Q2 2026, selling an estimated $7.86M and leaving 7,671,810 shares worth $121M. The position accounts for 0.02% of the portfolio, ranked #682.

Charles Schwab first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. The position peaked at $165M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Charles Schwab held 7,671,810 shares of Rocket Companies worth $121M as of Q2 2026.
  • Charles Schwab sold 545,064 Rocket Companies shares in Q2 2026, an estimated $7.86M.
  • Rocket Companies made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #682 holding.
  • Charles Schwab first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • Charles Schwab's Rocket Companies position peaked at $165M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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