Charles Schwab
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Charles Schwab’s Sweetgreen SG Stock Holding History

Charles Schwab’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.97M Buy
905,221
+44,106
+5% +$337K ﹤0.01% 2266
2026
Q1 		$4.47M Sell
861,115
-31,432
-4% -$191K ﹤0.01% 2452
2025
Q4 		$6.03M Buy
892,547
+120,965
+16% +$831K ﹤0.01% 2363
2025
Q3 		$6.16M Sell
771,582
-94,295
-11% -$1.03M ﹤0.01% 2337
2025
Q2 		$12.9M Buy
865,877
+30,003
+4% +$495K ﹤0.01% 1893
2025
Q1 		$20.9M Sell
835,874
-13,638
-2% -$376K ﹤0.01% 1621
2024
Q4 		$27.2M Buy
849,512
+19,263
+2% +$718K 0.01% 1518
2024
Q3 		$29.4M Buy
830,249
+64,205
+8% +$1.95M 0.01% 1470
2024
Q2 		$23.1M Buy
766,044
+27,104
+4% +$743K ﹤0.01% 1577
2024
Q1 		$18.7M Buy
738,940
+7,571
+1% +$110K ﹤0.01% 1650
2023
Q4 		$8.26M Buy
731,369
+15,463
+2% +$163K ﹤0.01% 2087
2023
Q3 		$8.41M Buy
715,906
+107,281
+18% +$1.49M ﹤0.01% 2000
2023
Q2 		$7.8M Buy
608,625
+21,928
+4% +$203K ﹤0.01% 2023
2023
Q1 		$4.6M Sell
586,697
-554
-0.1% -$4.88K ﹤0.01% 2244
2022
Q4 		$5.03M Buy
587,251
+16,813
+3% +$245K ﹤0.01% 2211
2022
Q3 		$10.6M Buy
570,438
+473,584
+489% +$8.07M ﹤0.01% 1801
2022
Q2 		$1.13M Buy
96,854
+3,241
+3% +$68.4K ﹤0.01% 2743
2022
Q1 		$3M Buy
+93,613
New +$2.72M ﹤0.01% 2508

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab's SG Position: Q2 2026 in Review

Charles Schwab increased its Sweetgreen (SG) stake by 5.1% in Q2 2026, buying an estimated $337K and bringing the position to 905,221 shares worth $7.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Charles Schwab first reported a position in SG in Q1 2022 and has held it in 18 quarters since. The position peaked at $29.4M in Q3 2024. 234 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Charles Schwab held 905,221 shares of Sweetgreen worth $7.97M as of Q2 2026.
  • Charles Schwab bought 44,106 Sweetgreen shares in Q2 2026, an estimated $337K.
  • Sweetgreen made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2266 holding.
  • Charles Schwab first reported a position in Sweetgreen in Q1 2022 and has held it in 18 quarters since.
  • Charles Schwab's Sweetgreen position peaked at $29.4M in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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