Charles Schwab
TTAN

Charles Schwab’s ServiceTitan Inc TTAN Stock Holding History

Charles Schwab’s Portfolio TTAN Stock Details TTAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.7M Buy
702,716
+158,103
+29% +$10.2M 0.01% 1248
2026
Q1 		$34.6M Buy
544,613
+38,498
+8% +$2.97M 0.01% 1416
2025
Q4 		$53.9M Buy
506,115
+14,750
+3% +$1.44M 0.01% 1108
2025
Q3 		$49.5M Buy
491,365
+413,431
+530% +$45.4M 0.01% 1170
2025
Q2 		$8.35M Buy
77,934
+1,656
+2% +$185K ﹤0.01% 2105
2025
Q1 		$7.25M Buy
+76,278
New +$7.4M ﹤0.01% 2109

Other funds holding TTAN

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Charles Schwab's TTAN Position: Q2 2026 in Review

Charles Schwab increased its ServiceTitan Inc (TTAN) stake by 29% in Q2 2026, buying an estimated $10.2M and bringing the position to 702,716 shares worth $49.7M. The position accounts for 0.01% of the portfolio, ranked #1248.

Charles Schwab first reported a position in TTAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $53.9M in Q4 2025. 370 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • Charles Schwab held 702,716 shares of ServiceTitan Inc worth $49.7M as of Q2 2026.
  • Charles Schwab bought 158,103 ServiceTitan Inc shares in Q2 2026, an estimated $10.2M.
  • ServiceTitan Inc made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1248 holding.
  • Charles Schwab first reported a position in ServiceTitan Inc in Q1 2025 and has held it in 6 quarters since.
  • Charles Schwab's ServiceTitan Inc position peaked at $53.9M in Q4 2025.
  • 370 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

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