Charles Schwab’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$138M Buy
4,720,498
+559,036
+13% +$17.8M 0.02% 612
2026
Q1
$94.8M Buy
4,161,462
+108,651
+3% +$3.26M 0.01% 757
2025
Q4
$119M Buy
4,052,811
+3,656
+0.1% +$151K 0.02% 641
2025
Q3
$194M Buy
4,049,155
+77,416
+2% +$3.7M 0.03% 417
2025
Q2
$195M Buy
3,971,739
+200,109
+5% +$7.71M 0.03% 403
2025
Q1
$129M Buy
3,771,630
+120,496
+3% +$4.57M 0.02% 532
2024
Q4
$111M Buy
3,651,134
+233,774
+7% +$8.5M 0.02% 605
2024
Q3
$142M Sell
3,417,360
-100,770
-3% -$6.13M 0.03% 489
2024
Q2
$288M Sell
3,518,130
-1,042,800
-23% -$89.1M 0.05% 284
2024
Q1
$461M Buy
4,560,930
+988,360
+28% +$72.4M 0.11% 170
2023
Q4
$102M Sell
3,572,570
-204,210
-5% -$5.66M 0.03% 553
2023
Q3
$104M Sell
3,776,780
-1,273,230
-25% -$35.5M 0.03% 487
2023
Q2
$126M Sell
5,050,010
-652,000
-11% -$10.9M 0.04% 431
2023
Q1
$60.8M Sell
5,702,010
-205,570
-3% -$1.85M 0.02% 701
2022
Q4
$48.5M Sell
5,907,580
-160,770
-3% -$1.22M 0.02% 838
2022
Q3
$33.4M Sell
6,068,350
-74,330
-1% -$423K 0.01% 1021
2022
Q2
$24.8M Buy
6,142,680
+305,850
+5% +$1.4M 0.01% 1236
2022
Q1
$22.2M Buy
5,836,830
+275,310
+5% +$1.14M 0.01% 1463
2021
Q4
$24.4M Buy
5,561,520
+241,410
+5% +$979K 0.01% 1418
2021
Q3
$19.5M Buy
5,320,110
+427,470
+9% +$1.55M 0.01% 1610
2021
Q2
$17.2M Buy
4,892,640
+251,890
+5% +$926K 0.01% 1696
2021
Q1
$18.1M Buy
4,640,750
+1,709,810
+58% +$5.82M 0.01% 1609
2020
Q4
$9.28M Sell
2,930,940
-182,600
-6% -$515K ﹤0.01% 1912
2020
Q3
$8.22M Buy
3,113,540
+225,290
+8% +$616K ﹤0.01% 1817
2020
Q2
$8.2M Buy
+2,888,250
New +$7.27M ﹤0.01% 1766
2018
Q3
Sell
-3,657,320
Closed -$8.65M 3137
2018
Q2
$8.65M Buy
3,657,320
+419,720
+13% +$917K 0.01% 1694
2018
Q1
$5.5M Buy
3,237,600
+307,050
+10% +$616K ﹤0.01% 1888
2017
Q4
$6.13M Buy
2,930,550
+252,700
+9% +$543K ﹤0.01% 1809
2017
Q3
$5.92M Buy
2,677,850
+175,640
+7% +$449K 0.01% 1788
2017
Q2
$6.17M Buy
2,502,210
+343,900
+16% +$841K 0.01% 1683
2017
Q1
$5.47M Buy
2,158,310
+165,400
+8% +$438K 0.01% 1711
2016
Q4
$5.59M Buy
1,992,910
+208,520
+12% +$525K 0.01% 1668
2016
Q3
$4.17M Buy
1,784,390
+84,810
+5% +$189K ﹤0.01% 1760
2016
Q2
$4.22M Buy
1,699,580
+134,070
+9% +$368K 0.01% 1672
2016
Q1
$5.34M Buy
1,565,510
+113,030
+8% +$338K 0.01% 1478
2015
Q4
$3.56M Buy
1,452,480
+124,780
+9% +$326K ﹤0.01% 1739
2015
Q3
$3.62M Buy
1,327,700
+148,980
+13% +$396K 0.01% 1687
2015
Q2
$3.49M Buy
1,178,720
+148,580
+14% +$489K ﹤0.01% 1783
2015
Q1
$3.42M Buy
1,030,140
+75,040
+8% +$276K ﹤0.01% 1756
2014
Q4
$3.33M Buy
955,100
+33,510
+4% +$105K 0.01% 1714
2014
Q3
$2.71M Buy
921,590
+19,620
+2% +$50.9K ﹤0.01% 1788
2014
Q2
$2.28M Buy
901,970
+49,840
+6% +$103K ﹤0.01% 1918
2014
Q1
$1.48M Buy
852,130
+22,960
+3% +$44.9K ﹤0.01% 2095
2013
Q4
$1.42M Buy
829,170
+30,440
+4% +$46K ﹤0.01% 2095
2013
Q3
$1.13M Buy
798,730
+35,930
+5% +$45.3K ﹤0.01% 2164
2013
Q2
$825K Buy
+762,800
New +$788K ﹤0.01% 2274

Other funds holding SMCI

Charles Schwab's SMCI Position: Q2 2026 in Review

Charles Schwab increased its Super Micro Computer (SMCI) stake by 13% in Q2 2026, buying an estimated $17.8M and bringing the position to 4,720,498 shares worth $138M. The position accounts for 0.02% of the portfolio, ranked #612.

Charles Schwab first reported a position in SMCI in Q2 2013 and has held it in 46 quarters since. The position peaked at $461M in Q1 2024. 767 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Charles Schwab held 4,720,498 shares of Super Micro Computer worth $138M as of Q2 2026.
  • Charles Schwab bought 559,036 Super Micro Computer shares in Q2 2026, an estimated $17.8M.
  • Super Micro Computer made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #612 holding.
  • Charles Schwab first reported a position in Super Micro Computer in Q2 2013 and has held it in 46 quarters since.
  • Charles Schwab's Super Micro Computer position peaked at $461M in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

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