Charles Schwab
SOBO

Charles Schwab’s South Bow Corp SOBO Stock Holding History

Charles Schwab’s Portfolio SOBO Stock Details SOBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19M Buy
540,885
+56,505
+12% +$1.99M ﹤0.01% 1856
2026
Q1 		$16.1M Buy
484,380
+43,176
+10% +$1.31M ﹤0.01% 1862
2025
Q4 		$12.2M Sell
441,204
-783
-0.2% -$21.3K ﹤0.01% 2035
2025
Q3 		$12.5M Buy
441,987
+20,301
+5% +$552K ﹤0.01% 2005
2025
Q2 		$10.9M Sell
421,686
-76,674
-15% -$1.95M ﹤0.01% 1966
2025
Q1 		$12.7M Sell
498,360
-37,704
-7% -$943K ﹤0.01% 1841
2024
Q4 		$12.6M Buy
+536,064
New +$13.1M ﹤0.01% 1911

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab's SOBO Position: Q2 2026 in Review

Charles Schwab increased its South Bow Corp (SOBO) stake by 12% in Q2 2026, buying an estimated $1.99M and bringing the position to 540,885 shares worth $19M. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Charles Schwab first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • Charles Schwab held 540,885 shares of South Bow Corp worth $19M as of Q2 2026.
  • Charles Schwab bought 56,505 South Bow Corp shares in Q2 2026, an estimated $1.99M.
  • South Bow Corp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1856 holding.
  • Charles Schwab first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

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