Charles Schwab’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.2M | Sell |
1,020,988
-37,778
| -4% | -$1.33M | 0.01% | 1415 |
|
|
2026
Q1 | $33.2M | Sell |
1,058,766
-20,716
| -2% | -$666K | 0.01% | 1447 |
|
|
2025
Q4 | $34.6M | Sell |
1,079,482
-26,389
| -2% | -$815K | 0.01% | 1399 |
|
|
2025
Q3 | $33.5M | Sell |
1,105,871
-18,513
| -2% | -$567K | 0.01% | 1409 |
|
|
2025
Q2 | $32.9M | Sell |
1,124,384
-56,914
| -5% | -$1.61M | 0.01% | 1366 |
|
|
2025
Q1 | $33.8M | Sell |
1,181,298
-37,148
| -3% | -$1.1M | 0.01% | 1329 |
|
|
2024
Q4 | $39.3M | Sell |
1,218,446
-6,802
| -0.6% | -$239K | 0.01% | 1300 |
|
|
2024
Q3 | $42.7M | Buy |
1,225,248
+84,155
| +7% | +$2.86M | 0.01% | 1226 |
|
|
2024
Q2 | $32.6M | Buy |
1,141,093
+35,524
| +3% | +$984K | 0.01% | 1352 |
|
|
2024
Q1 | $32.1M | Buy |
1,105,569
+75,534
| +7% | +$2.18M | 0.01% | 1316 |
|
|
2023
Q4 | $33.9M | Buy |
1,030,035
+73,345
| +8% | +$2.03M | 0.01% | 1255 |
|
|
2023
Q3 | $24.5M | Buy |
956,690
+42,432
| +5% | +$1.19M | 0.01% | 1371 |
|
|
2023
Q2 | $24.2M | Sell |
914,258
-55,730
| -6% | -$1.54M | 0.01% | 1358 |
|
|
2023
Q1 | $29.2M | Buy |
969,988
+39,632
| +4% | +$1.34M | 0.01% | 1191 |
|
|
2022
Q4 | $31.2M | Buy |
930,356
+5,493
| +0.6% | +$192K | 0.01% | 1123 |
|
|
2022
Q3 | $27.7M | Buy |
924,863
+16,901
| +2% | +$548K | 0.01% | 1150 |
|
|
2022
Q2 | $27.3M | Buy |
907,962
+20,197
| +2% | +$634K | 0.01% | 1168 |
|
|
2022
Q1 | $29.1M | Buy |
887,765
+135,657
| +18% | +$4.76M | 0.01% | 1249 |
|
|
2021
Q4 | $25.1M | Sell |
752,108
-16,134
| -2% | -$557K | 0.01% | 1394 |
|
|
2021
Q3 | $26.4M | Sell |
768,242
-10,570
| -1% | -$344K | 0.01% | 1343 |
|
|
2021
Q2 | $24.8M | Buy |
778,812
+15,939
| +2% | +$520K | 0.01% | 1418 |
|
|
2021
Q1 | $23.5M | Buy |
762,873
+19,049
| +3% | +$569K | 0.01% | 1398 |
|
|
2020
Q4 | $19.1M | Buy |
743,824
+29,700
| +4% | +$706K | 0.01% | 1446 |
|
|
2020
Q3 | $14.9M | Buy |
714,124
+720
| +0.1% | +$17K | 0.01% | 1409 |
|
|
2020
Q2 | $19.1M | Sell |
713,404
-48,887
| -6% | -$1.26M | 0.01% | 1213 |
|
|
2020
Q1 | $19.8M | Buy |
762,291
+45,953
| +6% | +$1.47M | 0.01% | 1023 |
|
|
2019
Q4 | $26.3M | Sell |
716,338
-3,058
| -0.4% | -$112K | 0.01% | 1025 |
|
|
2019
Q3 | $26.6M | Buy |
719,396
+15,753
| +2% | +$563K | 0.02% | 964 |
|
|
2019
Q2 | $24.6M | Sell |
703,643
-7,370
| -1% | -$238K | 0.02% | 999 |
|
|
2019
Q1 | $20.5M | Buy |
711,013
+39,537
| +6% | +$1.16M | 0.01% | 1086 |
|
|
2018
Q4 | $17.9M | Sell |
671,476
-7,637
| -1% | -$214K | 0.01% | 1061 |
|
|
2018
Q3 | $21.7M | Buy |
679,113
+26,487
| +4% | +$891K | 0.01% | 1088 |
|
|
2018
Q2 | $21.3M | Buy |
652,626
+43,793
| +7% | +$1.44M | 0.02% | 1037 |
|
|
2018
Q1 | $21.1M | Buy |
608,833
+11,754
| +2% | +$417K | 0.02% | 964 |
|
|
2017
Q4 | $20.4M | Buy |
597,079
+23,486
| +4% | +$806K | 0.02% | 959 |
|
|
2017
Q3 | $19.3M | Buy |
573,593
+25,933
| +5% | +$843K | 0.02% | 951 |
|
|
2017
Q2 | $18.2M | Buy |
547,660
+17,917
| +3% | +$594K | 0.02% | 928 |
|
|
2017
Q1 | $17.5M | Buy |
529,743
+42,397
| +9% | +$1.42M | 0.02% | 908 |
|
|
2016
Q4 | $16.7M | Buy |
487,346
+32,134
| +7% | +$982K | 0.02% | 875 |
|
|
2016
Q3 | $12.1M | Buy |
455,212
+22,529
| +5% | +$578K | 0.01% | 1022 |
|
|
2016
Q2 | $10.5M | Sell |
432,683
-2,163
| -0.5% | -$52K | 0.01% | 1034 |
|
|
2016
Q1 | $9.85M | Buy |
434,846
+23,703
| +6% | +$513K | 0.01% | 1062 |
|
|
2015
Q4 | $9.8M | Buy |
411,143
+18,566
| +5% | +$457K | 0.01% | 1046 |
|
|
2015
Q3 | $8.93M | Buy |
392,577
+1,092
| +0.3% | +$25K | 0.01% | 1071 |
|
|
2015
Q2 | $9.14M | Buy |
391,485
+21,056
| +6% | +$472K | 0.01% | 1110 |
|
|
2015
Q1 | $8.08M | Buy |
370,429
+31,600
| +9% | +$667K | 0.01% | 1156 |
|
|
2014
Q4 | $7.51M | Buy |
338,829
+8,788
| +3% | +$188K | 0.01% | 1106 |
|
|
2014
Q3 | $6.72M | Buy |
330,041
+5,630
| +2% | +$120K | 0.01% | 1124 |
|
|
2014
Q2 | $7.28M | Buy |
324,411
+146,174
| +82% | +$3.2M | 0.01% | 1094 |
|
|
2014
Q1 | $4.15M | Buy |
178,237
+17,314
| +11% | +$393K | 0.01% | 1481 |
|
|
2013
Q4 | $3.75M | Buy |
160,923
+12,237
| +8% | +$278K | 0.01% | 1490 |
|
|
2013
Q3 | $3.13M | Buy |
148,686
+10,804
| +8% | +$230K | 0.01% | 1551 |
|
|
2013
Q2 | $2.69M | Buy |
+137,882
| New | +$2.37M | 0.01% | 1564 |
|
Other funds holding WAFD
SFM
Charles Schwab's WAFD Position: Q2 2026 in Review
Charles Schwab reduced its WaFd (WAFD) stake by 3.6% in Q2 2026, selling an estimated $1.33M and leaving 1,020,988 shares worth $39.2M. The position accounts for 0.01% of the portfolio, ranked #1415.
Charles Schwab first reported a position in WAFD in Q2 2013 and has held it in 53 quarters since. The position peaked at $42.7M in Q3 2024. 288 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.
- Charles Schwab held 1,020,988 shares of WaFd worth $39.2M as of Q2 2026.
- Charles Schwab sold 37,778 WaFd shares in Q2 2026, an estimated $1.33M.
- WaFd made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1415 holding.
- Charles Schwab first reported a position in WaFd in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's WaFd position peaked at $42.7M in Q3 2024.
- 288 funds tracked by Wall St. Rank held WaFd as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.