Charles Schwab
XMAX

Charles Schwab’s XMAX Inc XMAX Stock Holding History

Charles Schwab’s Portfolio XMAX Stock Details XMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
175,166
+149,166
+574% +$1.2M ﹤0.01% 2865
2026
Q1 		$188K Buy
+26,000
New +$161K ﹤0.01% 3308
2017
Q4 		– Sell
-2,288
Closed -$95K – 3059
2017
Q3 		$95K Hold
2,288
– – ﹤0.01% 3057
2017
Q2 		$87K Hold
2,288
– – ﹤0.01% 3085
2017
Q1 		$95K Hold
2,288
– – ﹤0.01% 3020
2016
Q4 		$111K Buy
+2,288
New +$174K ﹤0.01% 3035

Other funds holding XMAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab's XMAX Position: Q2 2026 in Review

Charles Schwab increased its XMAX Inc (XMAX) stake by 574% in Q2 2026, buying an estimated $1.2M and bringing the position to 175,166 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

Charles Schwab first reported a position in XMAX in Q4 2016 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold XMAX as of Q2 2026.

  • Charles Schwab held 175,166 shares of XMAX Inc worth $1.59M as of Q2 2026.
  • Charles Schwab bought 149,166 XMAX Inc shares in Q2 2026, an estimated $1.2M.
  • XMAX Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2865 holding.
  • Charles Schwab first reported a position in XMAX Inc in Q4 2016 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held XMAX Inc as of Q2 2026.

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