Charles Schwab’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $86.6M | Buy |
11,246,081
+288,977
| +3% | +$2.42M | 0.01% | 875 |
|
|
2026
Q1 | $95.7M | Sell |
10,957,104
-2,123,958
| -16% | -$20.1M | 0.01% | 747 |
|
|
2025
Q4 | $122M | Buy |
13,081,062
+624,397
| +5% | +$5.51M | 0.02% | 629 |
|
|
2025
Q3 | $99.5M | Sell |
12,456,665
-818,622
| -6% | -$6.84M | 0.02% | 718 |
|
|
2025
Q2 | $112M | Buy |
13,275,287
+58,070
| +0.4% | +$552K | 0.02% | 628 |
|
|
2025
Q1 | $140M | Buy |
13,217,217
+728,138
| +6% | +$7.72M | 0.03% | 495 |
|
|
2024
Q4 | $132M | Buy |
12,489,079
+549,931
| +5% | +$6.09M | 0.02% | 526 |
|
|
2024
Q3 | $142M | Sell |
11,939,148
-3,133
| -0% | -$37.8K | 0.03% | 488 |
|
|
2024
Q2 | $146M | Sell |
11,942,281
-311,324
| -3% | -$4.04M | 0.03% | 477 |
|
|
2024
Q1 | $171M | Buy |
12,253,605
+2,407,689
| +24% | +$31M | 0.04% | 398 |
|
|
2023
Q4 | $117M | Sell |
9,845,916
-36,238
| -0.4% | -$442K | 0.03% | 488 |
|
|
2023
Q3 | $130M | Buy |
9,882,154
+1,439,595
| +17% | +$17.6M | 0.04% | 410 |
|
|
2023
Q2 | $99M | Buy |
8,442,559
+230,318
| +3% | +$2.65M | 0.03% | 521 |
|
|
2023
Q1 | $91.6M | Sell |
8,212,241
-450,848
| -5% | -$5.87M | 0.03% | 544 |
|
|
2022
Q4 | $119M | Buy |
8,663,089
+842,308
| +11% | +$11.6M | 0.04% | 422 |
|
|
2022
Q3 | $106M | Buy |
7,820,781
+591,016
| +8% | +$9.26M | 0.04% | 426 |
|
|
2022
Q2 | $119M | Buy |
7,229,765
+324,265
| +5% | +$5.72M | 0.04% | 388 |
|
|
2022
Q1 | $129M | Buy |
6,905,500
+445,385
| +7% | +$8.24M | 0.04% | 418 |
|
|
2021
Q4 | $115M | Sell |
6,460,115
-636,949
| -9% | -$11.7M | 0.03% | 475 |
|
|
2021
Q3 | $144M | Buy |
7,097,064
+281,967
| +4% | +$6.23M | 0.05% | 359 |
|
|
2021
Q2 | $157M | Buy |
6,815,097
+198,515
| +3% | +$4.94M | 0.05% | 334 |
|
|
2021
Q1 | $163M | Buy |
6,616,582
+3,834,082
| +138% | +$90.3M | 0.06% | 292 |
|
|
2020
Q4 | $61M | Buy |
2,782,500
+48,345
| +2% | +$1.05M | 0.02% | 665 |
|
|
2020
Q3 | $58.6M | Sell |
2,734,155
-111,223
| -4% | -$2.53M | 0.03% | 578 |
|
|
2020
Q2 | $61.5M | Sell |
2,845,378
-69,951
| -2% | -$1.42M | 0.03% | 538 |
|
|
2020
Q1 | $52.9M | Buy |
2,915,329
+30,344
| +1% | +$744K | 0.03% | 504 |
|
|
2019
Q4 | $77.3M | Sell |
2,884,985
-9,028
| -0.3% | -$234K | 0.04% | 422 |
|
|
2019
Q3 | $67.1M | Sell |
2,894,013
-22,997
| -0.8% | -$496K | 0.04% | 437 |
|
|
2019
Q2 | $58M | Buy |
2,917,010
+25,517
| +0.9% | +$497K | 0.04% | 500 |
|
|
2019
Q1 | $53.4M | Sell |
2,891,493
-1,193,845
| -29% | -$21.5M | 0.03% | 519 |
|
|
2018
Q4 | $69.7M | Buy |
4,085,338
+122,853
| +3% | +$2.23M | 0.05% | 329 |
|
|
2018
Q3 | $75.5M | Buy |
3,962,485
+840,350
| +27% | +$16.3M | 0.05% | 356 |
|
|
2018
Q2 | $63.5M | Buy |
3,122,135
+39,378
| +1% | +$784K | 0.05% | 395 |
|
|
2018
Q1 | $59.3M | Buy |
3,082,757
+460,759
| +18% | +$9.25M | 0.05% | 395 |
|
|
2017
Q4 | $49.8M | Buy |
2,621,998
+74,420
| +3% | +$1.46M | 0.04% | 453 |
|
|
2017
Q3 | $48.9M | Buy |
2,547,578
+57,792
| +2% | +$1.1M | 0.04% | 425 |
|
|
2017
Q2 | $47.4M | Buy |
2,489,786
+91,615
| +4% | +$1.77M | 0.04% | 412 |
|
|
2017
Q1 | $48.8M | Sell |
2,398,171
-73,780
| -3% | -$1.51M | 0.05% | 375 |
|
|
2016
Q4 | $53.7M | Sell |
2,471,951
-52,646
| -2% | -$1.09M | 0.06% | 318 |
|
|
2016
Q3 | $52.6M | Buy |
2,524,597
+57,237
| +2% | +$1.18M | 0.06% | 310 |
|
|
2016
Q2 | $47.3M | Buy |
2,467,360
+422,832
| +21% | +$8.21M | 0.06% | 322 |
|
|
2016
Q1 | $39.4M | Buy |
2,044,528
+575,108
| +39% | +$10.3M | 0.05% | 353 |
|
|
2015
Q4 | $26.3M | Buy |
1,469,420
+30,023
| +2% | +$567K | 0.04% | 485 |
|
|
2015
Q3 | $26.4M | Sell |
1,439,397
-55,462
| -4% | -$1.06M | 0.04% | 450 |
|
|
2015
Q2 | $30.4M | Buy |
1,494,859
+14,176
| +1% | +$302K | 0.04% | 427 |
|
|
2015
Q1 | $30.8M | Buy |
1,480,683
+116,180
| +9% | +$2.16M | 0.04% | 418 |
|
|
2014
Q4 | $24.4M | Sell |
1,364,503
-409
| -0% | -$7.09K | 0.04% | 458 |
|
|
2014
Q3 | $21.9M | Buy |
1,364,912
+57,645
| +4% | +$992K | 0.04% | 457 |
|
|
2014
Q2 | $22.7M | Buy |
1,307,267
+25,576
| +2% | +$413K | 0.04% | 446 |
|
|
2014
Q1 | $21M | Sell |
1,281,691
-632,882
| -33% | -$10.3M | 0.04% | 445 |
|
|
2013
Q4 | $33M | Sell |
1,914,573
-20,901
| -1% | -$366K | 0.06% | 296 |
|
|
2013
Q3 | $36.2M | Buy |
1,935,474
+38,323
| +2% | +$689K | 0.07% | 253 |
|
|
2013
Q2 | $32.5M | Buy |
+1,897,151
| New | +$30.1M | 0.07% | 259 |
|
Other funds holding WU
Charles Schwab's WU Position: Q2 2026 in Review
Charles Schwab increased its Western Union (WU) stake by 2.6% in Q2 2026, buying an estimated $2.42M and bringing the position to 11,246,081 shares worth $86.6M. The position accounts for 0.01% of the portfolio, ranked #875.
Charles Schwab first reported a position in WU in Q2 2013 and has held it in 53 quarters since. The position peaked at $171M in Q1 2024. 480 funds tracked by Wall St. Rank hold WU as of Q2 2026.
- Charles Schwab held 11,246,081 shares of Western Union worth $86.6M as of Q2 2026.
- Charles Schwab bought 288,977 Western Union shares in Q2 2026, an estimated $2.42M.
- Western Union made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #875 holding.
- Charles Schwab first reported a position in Western Union in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Western Union position peaked at $171M in Q1 2024.
- 480 funds tracked by Wall St. Rank held Western Union as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.