Charles Schwab
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Charles Schwab’s Shoals Technologies Group SHLS Stock Holding History

Charles Schwab’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9M Buy
1,407,162
+32,053
+2% +$291K ﹤0.01% 2002
2026
Q1 		$9.05M Sell
1,375,109
-14,508
-1% -$119K ﹤0.01% 2150
2025
Q4 		$11.8M Sell
1,389,617
-10,043
-0.7% -$90.2K ﹤0.01% 2052
2025
Q3 		$10.4M Buy
1,399,660
+21,633
+2% +$133K ﹤0.01% 2096
2025
Q2 		$5.86M Buy
1,378,027
+32,299
+2% +$140K ﹤0.01% 2267
2025
Q1 		$4.47M Buy
1,345,728
+125,941
+10% +$524K ﹤0.01% 2315
2024
Q4 		$6.75M Sell
1,219,787
-172,023
-12% -$873K ﹤0.01% 2195
2024
Q3 		$7.81M Sell
1,391,810
-13,457
-1% -$80.5K ﹤0.01% 2161
2024
Q2 		$8.77M Buy
1,405,267
+18,011
+1% +$144K ﹤0.01% 2109
2024
Q1 		$15.5M Buy
1,387,256
+22,199
+2% +$305K ﹤0.01% 1756
2023
Q4 		$21.2M Buy
1,365,057
+20,727
+2% +$314K 0.01% 1570
2023
Q3 		$24.5M Buy
1,344,330
+42,706
+3% +$950K 0.01% 1370
2023
Q2 		$33.3M Buy
1,301,624
+75,472
+6% +$1.75M 0.01% 1154
2023
Q1 		$27.9M Buy
1,226,152
+213,450
+21% +$5.27M 0.01% 1215
2022
Q4 		$25M Buy
1,012,702
+231,376
+30% +$5.59M 0.01% 1278
2022
Q3 		$16.8M Sell
781,326
-14,254
-2% -$318K 0.01% 1501
2022
Q2 		$13.1M Buy
795,580
+260,921
+49% +$3.85M ﹤0.01% 1689
2022
Q1 		$9.11M Buy
534,659
+14,904
+3% +$258K ﹤0.01% 2006
2021
Q4 		$12.6M Buy
519,755
+18,515
+4% +$532K ﹤0.01% 1879
2021
Q3 		$14M Buy
501,240
+115,110
+30% +$3.58M ﹤0.01% 1822
2021
Q2 		$13.7M Buy
386,130
+8,680
+2% +$262K ﹤0.01% 1837
2021
Q1 		$13.1M Buy
+377,450
New +$13.4M ﹤0.01% 1799

Other funds holding SHLS

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab's SHLS Position: Q2 2026 in Review

Charles Schwab increased its Shoals Technologies Group (SHLS) stake by 2.3% in Q2 2026, buying an estimated $291K and bringing the position to 1,407,162 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Charles Schwab first reported a position in SHLS in Q1 2021 and has held it in 22 quarters since. The position peaked at $33.3M in Q2 2023. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Charles Schwab held 1,407,162 shares of Shoals Technologies Group worth $13.9M as of Q2 2026.
  • Charles Schwab bought 32,053 Shoals Technologies Group shares in Q2 2026, an estimated $291K.
  • Shoals Technologies Group made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2002 holding.
  • Charles Schwab first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 22 quarters since.
  • Charles Schwab's Shoals Technologies Group position peaked at $33.3M in Q2 2023.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

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