Charles Schwab
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Charles Schwab’s Symbotic SYM Stock Holding History

Charles Schwab’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.2M Buy
381,719
+3,218
+0.9% +$164K ﹤0.01% 1906
2026
Q1 		$20.1M Buy
378,501
+30,557
+9% +$1.75M ﹤0.01% 1747
2025
Q4 		$20.7M Buy
347,944
+61,247
+21% +$4.04M ﹤0.01% 1726
2025
Q3 		$15.5M Buy
286,697
+55,653
+24% +$2.81M ﹤0.01% 1886
2025
Q2 		$8.98M Sell
231,044
-409
-0.2% -$10.7K ﹤0.01% 2071
2025
Q1 		$4.68M Buy
231,453
+457
+0.2% +$11.7K ﹤0.01% 2301
2024
Q4 		$5.48M Buy
230,996
+11,922
+5% +$339K ﹤0.01% 2298
2024
Q3 		$5.34M Buy
219,074
+20,469
+10% +$556K ﹤0.01% 2343
2024
Q2 		$6.98M Buy
198,605
+5,549
+3% +$224K ﹤0.01% 2208
2024
Q1 		$8.69M Buy
193,056
+103,259
+115% +$4.52M ﹤0.01% 2058
2023
Q4 		$4.61M Buy
89,797
+3,169
+4% +$139K ﹤0.01% 2348
2023
Q3 		$2.9M Buy
86,628
+80,261
+1,261% +$3.3M ﹤0.01% 2482
2023
Q2 		$273K Buy
+6,367
New +$209K ﹤0.01% 3253

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab's SYM Position: Q2 2026 in Review

Charles Schwab increased its Symbotic (SYM) stake by 0.85% in Q2 2026, buying an estimated $164K and bringing the position to 381,719 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Charles Schwab first reported a position in SYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.7M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Charles Schwab held 381,719 shares of Symbotic worth $17.2M as of Q2 2026.
  • Charles Schwab bought 3,218 Symbotic shares in Q2 2026, an estimated $164K.
  • Symbotic made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1906 holding.
  • Charles Schwab first reported a position in Symbotic in Q2 2023 and has held it in 13 quarters since.
  • Charles Schwab's Symbotic position peaked at $20.7M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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