Charles Schwab’s Wheaton Precious Metals WPM Stock Holding History

Charles Schwab’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$122M	Buy	1,082,892 +33,247	+3%	+$4.33M	0.02%	675
2026 Q1	$137M	Buy	1,049,645 +18,088	+2%	+$2.52M	0.02%	580
2025 Q4	$121M	Buy	1,031,557 +12,133	+1%	+$1.3M	0.02%	631
2025 Q3	$114M	Sell	1,019,424 -14,583	-1%	-$1.42M	0.02%	643
2025 Q2	$92.8M	Buy	1,034,007 +40,449	+4%	+$3.41M	0.02%	713
2025 Q1	$77.1M	Buy	993,558 +126	+0%	+$8.41K	0.01%	792
2024 Q4	$55.9M	Buy	993,432 +37,892	+4%	+$2.35M	0.01%	1046
2024 Q3	$58.4M	Buy	955,540 +36,970	+4%	+$2.2M	0.01%	1017
2024 Q2	$48.2M	Buy	+918,570	New	+$49.1M	0.01%	1110

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Charles Schwab's WPM Position: Q2 2026 in Review

Charles Schwab increased its Wheaton Precious Metals (WPM) stake by 3.2% in Q2 2026, buying an estimated $4.33M and bringing the position to 1,082,892 shares worth $122M. The position accounts for 0.02% of the portfolio, ranked #675.

Charles Schwab first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $137M in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Charles Schwab held 1,082,892 shares of Wheaton Precious Metals worth $122M as of Q2 2026.
Charles Schwab bought 33,247 Wheaton Precious Metals shares in Q2 2026, an estimated $4.33M.
Wheaton Precious Metals made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #675 holding.
Charles Schwab first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
Charles Schwab's Wheaton Precious Metals position peaked at $137M in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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