Charles Schwab
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Charles Schwab’s Starwood Property Trust STWD Stock Holding History

Charles Schwab’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.4M Buy
2,648,402
+80,025
+3% +$1.39M 0.01% 1348
2026
Q1 		$44.2M Buy
2,568,377
+113,839
+5% +$2.04M 0.01% 1242
2025
Q4 		$44.2M Buy
2,454,538
+37,528
+2% +$690K 0.01% 1236
2025
Q3 		$46.8M Buy
2,417,010
+169,420
+8% +$3.41M 0.01% 1198
2025
Q2 		$45.1M Buy
2,247,590
+52,648
+2% +$1.02M 0.01% 1167
2025
Q1 		$43.4M Buy
2,194,942
+41,845
+2% +$822K 0.01% 1170
2024
Q4 		$40.8M Buy
2,153,097
+43,109
+2% +$854K 0.01% 1268
2024
Q3 		$43M Buy
2,109,988
+116,182
+6% +$2.32M 0.01% 1220
2024
Q2 		$37.8M Buy
1,993,806
+31,198
+2% +$608K 0.01% 1266
2024
Q1 		$39.9M Buy
1,962,608
+33,029
+2% +$669K 0.01% 1179
2023
Q4 		$40.6M Buy
1,929,579
+52,613
+3% +$1.03M 0.01% 1136
2023
Q3 		$36.3M Sell
1,876,966
-40,889
-2% -$829K 0.01% 1114
2023
Q2 		$37.2M Buy
1,917,855
+30,147
+2% +$536K 0.01% 1072
2023
Q1 		$33.4M Buy
1,887,708
+8,201
+0.4% +$158K 0.01% 1105
2022
Q4 		$34.5M Buy
1,879,507
+78,349
+4% +$1.56M 0.01% 1054
2022
Q3 		$32.8M Buy
1,801,158
+55,102
+3% +$1.25M 0.01% 1033
2022
Q2 		$36.5M Buy
1,746,056
+38,004
+2% +$874K 0.01% 967
2022
Q1 		$41.3M Buy
1,708,052
+51,035
+3% +$1.23M 0.01% 1005
2021
Q4 		$40.3M Buy
1,657,017
+120,342
+8% +$3.03M 0.01% 1056
2021
Q3 		$37.5M Buy
1,536,675
+44,836
+3% +$1.15M 0.01% 1065
2021
Q2 		$39M Buy
1,491,839
+34,994
+2% +$892K 0.01% 1054
2021
Q1 		$36M Buy
1,456,845
+29,160
+2% +$632K 0.01% 1052
2020
Q4 		$27.6M Buy
1,427,685
+36,302
+3% +$618K 0.01% 1172
2020
Q3 		$21M Sell
1,391,383
-33,508
-2% -$512K 0.01% 1168
2020
Q2 		$21.3M Buy
1,424,891
+8,204
+0.6% +$110K 0.01% 1123
2020
Q1 		$14.5M Buy
1,416,687
+36,316
+3% +$796K 0.01% 1216
2019
Q4 		$34.3M Buy
1,380,371
+25,001
+2% +$612K 0.02% 856
2019
Q3 		$32.8M Buy
1,355,370
+39,127
+3% +$922K 0.02% 842
2019
Q2 		$29.9M Buy
1,316,243
+62,897
+5% +$1.43M 0.02% 869
2019
Q1 		$28M Sell
1,253,346
-310,620
-20% -$6.78M 0.02% 900
2018
Q4 		$30.8M Buy
1,563,966
+73,619
+5% +$1.59M 0.02% 691
2018
Q3 		$32.1M Buy
1,490,347
+149,307
+11% +$3.31M 0.02% 808
2018
Q2 		$29.1M Buy
1,341,040
+144,897
+12% +$3.12M 0.02% 810
2018
Q1 		$25.1M Buy
1,196,143
+97,480
+9% +$2.02M 0.02% 862
2017
Q4 		$23.5M Buy
1,098,663
+83,981
+8% +$1.82M 0.02% 875
2017
Q3 		$22M Buy
1,014,682
+75,804
+8% +$1.67M 0.02% 854
2017
Q2 		$21M Buy
938,878
+95,851
+11% +$2.14M 0.02% 821
2017
Q1 		$19M Buy
843,027
+69,422
+9% +$1.57M 0.02% 862
2016
Q4 		$17M Buy
773,605
+70,569
+10% +$1.56M 0.02% 863
2016
Q3 		$15.8M Sell
703,036
-193,337
-22% -$4.27M 0.02% 837
2016
Q2 		$18.6M Buy
896,373
+61,832
+7% +$1.23M 0.02% 689
2016
Q1 		$15.8M Buy
834,541
+32,857
+4% +$609K 0.02% 754
2015
Q4 		$16.5M Buy
801,684
+63,474
+9% +$1.3M 0.02% 691
2015
Q3 		$15.1M Buy
738,210
+70,630
+11% +$1.53M 0.02% 692
2015
Q2 		$14.4M Buy
667,580
+85,917
+15% +$2.04M 0.02% 761
2015
Q1 		$14.1M Buy
581,663
+77,567
+15% +$1.87M 0.02% 763
2014
Q4 		$11.7M Buy
504,096
+37,665
+8% +$866K 0.02% 782
2014
Q3 		$10.2M Buy
466,431
+16,468
+4% +$386K 0.02% 811
2014
Q2 		$10.7M Buy
449,963
+42,308
+10% +$1.01M 0.02% 775
2014
Q1 		$9.62M Buy
407,655
+31,404
+8% +$746K 0.02% 830
2013
Q4 		$8.4M Buy
376,251
+62,396
+20% +$1.32M 0.02% 843
2013
Q3 		$6.16M Buy
313,855
+72,663
+30% +$1.46M 0.01% 998
2013
Q2 		$4.81M Buy
+241,192
New +$5.15M 0.01% 1091

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Charles Schwab's STWD Position: Q2 2026 in Review

Charles Schwab increased its Starwood Property Trust (STWD) stake by 3.1% in Q2 2026, buying an estimated $1.39M and bringing the position to 2,648,402 shares worth $43.4M. The position accounts for 0.01% of the portfolio, ranked #1348.

Charles Schwab first reported a position in STWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.8M in Q3 2025. 519 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Charles Schwab held 2,648,402 shares of Starwood Property Trust worth $43.4M as of Q2 2026.
  • Charles Schwab bought 80,025 Starwood Property Trust shares in Q2 2026, an estimated $1.39M.
  • Starwood Property Trust made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1348 holding.
  • Charles Schwab first reported a position in Starwood Property Trust in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's Starwood Property Trust position peaked at $46.8M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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