Charles Schwab
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Charles Schwab’s XP XP Stock Holding History

Charles Schwab’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Sell
90,756
-1,650
-2% -$29.4K ﹤0.01% 2889
2026
Q1 		$1.76M Buy
92,406
+5,050
+6% +$97.6K ﹤0.01% 2748
2025
Q4 		$1.43M Buy
87,356
+477
+0.5% +$8.4K ﹤0.01% 2819
2025
Q3 		$1.63M Buy
86,879
+1,748
+2% +$31.3K ﹤0.01% 2799
2025
Q2 		$1.72M Buy
85,131
+5,591
+7% +$96.6K ﹤0.01% 2717
2025
Q1 		$1.09M Sell
79,540
-83,698
-51% -$1.15M ﹤0.01% 2805
2024
Q4 		$1.93M Sell
163,238
-85,655
-34% -$1.35M ﹤0.01% 2690
2024
Q3 		$4.47M Sell
248,893
-81,601
-25% -$1.49M ﹤0.01% 2430
2024
Q2 		$5.81M Sell
330,494
-62,184
-16% -$1.28M ﹤0.01% 2292
2024
Q1 		$10.1M Sell
392,678
-45,871
-10% -$1.15M ﹤0.01% 1978
2023
Q4 		$11.4M Buy
438,549
+72,987
+20% +$1.67M ﹤0.01% 1915
2023
Q3 		$8.43M Buy
365,562
+75,262
+26% +$1.89M ﹤0.01% 1998
2023
Q2 		$6.81M Buy
290,300
+160,517
+124% +$2.72M ﹤0.01% 2087
2023
Q1 		$1.54M Buy
+129,783
New +$1.85M ﹤0.01% 2594

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Charles Schwab's XP Position: Q2 2026 in Review

Charles Schwab reduced its XP (XP) stake by 1.8% in Q2 2026, selling an estimated $29.4K and leaving 90,756 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2889.

Charles Schwab first reported a position in XP in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.4M in Q4 2023. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Charles Schwab held 90,756 shares of XP worth $1.48M as of Q2 2026.
  • Charles Schwab sold 1,650 XP shares in Q2 2026, an estimated $29.4K.
  • XP made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2889 holding.
  • Charles Schwab first reported a position in XP in Q1 2023 and has held it in 14 quarters since.
  • Charles Schwab's XP position peaked at $11.4M in Q4 2023.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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