Charles Schwab’s XCF Global Inc SAFX Stock Holding History

Charles Schwab’s Portfolio SAFX Stock Details SAFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-89,675	Closed	-$32.8K	–	3588
2026 Q1	$32.8K	Hold	89,675	–	–	﹤0.01%	3442
2025 Q4	$24.5K	Hold	89,675	–	–	﹤0.01%	3450
2025 Q3	$117K	Buy	+89,675	New	+$131K	﹤0.01%	3383

Other funds holding SAFX

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

Charles Schwab's SAFX Position: Q2 2026 in Review

Charles Schwab sold out of XCF Global Inc (SAFX) in Q2 2026, closing a stake of 89,675 shares — an estimated $32.8K sold.

Charles Schwab first reported a position in SAFX in Q3 2025 and held it in 3 quarters. The position peaked at $117K in Q3 2025. 54 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

Charles Schwab reported no remaining XCF Global Inc position as of Q2 2026 after selling out during the quarter.
Charles Schwab sold 89,675 XCF Global Inc shares in Q2 2026, an estimated $32.8K.
Charles Schwab first reported a position in XCF Global Inc in Q3 2025 and held it in 3 quarters.
Charles Schwab's XCF Global Inc position peaked at $117K in Q3 2025.
54 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

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