Charles Schwab’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $350M | Buy |
4,607,659
+196,542
| +4% | +$13.8M | 0.05% | 315 |
|
|
2026
Q1 | $265M | Buy |
4,411,117
+233,728
| +6% | +$14.2M | 0.04% | 345 |
|
|
2025
Q4 | $272M | Buy |
4,177,389
+133,115
| +3% | +$9.18M | 0.04% | 339 |
|
|
2025
Q3 | $292M | Buy |
4,044,274
+1,413,341
| +54% | +$106M | 0.05% | 323 |
|
|
2025
Q2 | $179M | Buy |
2,630,933
+116,664
| +5% | +$6.79M | 0.03% | 437 |
|
|
2025
Q1 | $137M | Buy |
2,514,269
+151,075
| +6% | +$11.3M | 0.03% | 507 |
|
|
2024
Q4 | $201M | Buy |
2,363,194
+160,806
| +7% | +$13.2M | 0.04% | 387 |
|
|
2024
Q3 | $148M | Buy |
2,202,388
+45,472
| +2% | +$2.94M | 0.03% | 472 |
|
|
2024
Q2 | $139M | Buy |
2,156,916
+102,143
| +5% | +$7.15M | 0.03% | 496 |
|
|
2024
Q1 | $174M | Sell |
2,054,773
-112,519
| -5% | -$8.14M | 0.04% | 392 |
|
|
2023
Q4 | $168M | Buy |
2,167,292
+121,047
| +6% | +$6.84M | 0.04% | 374 |
|
|
2023
Q3 | $90.6M | Buy |
2,046,245
+40,694
| +2% | +$2.52M | 0.03% | 541 |
|
|
2023
Q2 | $134M | Buy |
2,005,551
+136,631
| +7% | +$8.54M | 0.04% | 410 |
|
|
2023
Q1 | $128M | Buy |
1,868,920
+47,147
| +3% | +$3.53M | 0.04% | 406 |
|
|
2022
Q4 | $114M | Buy |
1,821,773
+115,840
| +7% | +$7.15M | 0.04% | 432 |
|
|
2022
Q3 | $93.8M | Buy |
1,705,933
+127,106
| +8% | +$9M | 0.03% | 468 |
|
|
2022
Q2 | $97M | Buy |
1,578,827
+37,325
| +2% | +$3.41M | 0.03% | 465 |
|
|
2022
Q1 | $209M | Buy |
1,541,502
+342,691
| +29% | +$41.5M | 0.06% | 283 |
|
|
2021
Q4 | $194M | Buy |
1,198,811
+16,722
| +1% | +$3.62M | 0.06% | 307 |
|
|
2021
Q3 | $284M | Buy |
1,182,089
+34,330
| +3% | +$8.82M | 0.09% | 189 |
|
|
2021
Q2 | $280M | Buy |
1,147,759
+24,182
| +2% | +$5.61M | 0.09% | 193 |
|
|
2021
Q1 | $255M | Sell |
1,123,577
-76,495
| -6% | -$17.9M | 0.09% | 190 |
|
|
2020
Q4 | $261M | Buy |
1,200,072
+43,902
| +4% | +$8.56M | 0.1% | 182 |
|
|
2020
Q3 | $188M | Buy |
1,156,170
+109,230
| +10% | +$15.4M | 0.09% | 205 |
|
|
2020
Q2 | $110M | Sell |
1,046,940
-16,228
| -2% | -$1.24M | 0.05% | 317 |
|
|
2020
Q1 | $55.7M | Buy |
1,063,168
+172,382
| +19% | +$11.8M | 0.03% | 480 |
|
|
2019
Q4 | $55.7M | Buy |
890,786
+17,057
| +2% | +$1.09M | 0.03% | 565 |
|
|
2019
Q3 | $54.1M | Buy |
873,729
+97,461
| +13% | +$6.62M | 0.03% | 531 |
|
|
2019
Q2 | $56.3M | Buy |
776,268
+59,695
| +8% | +$4.17M | 0.03% | 510 |
|
|
2019
Q1 | $53.7M | Buy |
716,573
+26,461
| +4% | +$1.92M | 0.03% | 514 |
|
|
2018
Q4 | $38.7M | Buy |
690,112
+44,296
| +7% | +$3.13M | 0.03% | 575 |
|
|
2018
Q3 | $63.9M | Sell |
645,816
-406,782
| -39% | -$31.4M | 0.04% | 409 |
|
|
2018
Q2 | $64.9M | Buy |
1,052,598
+112,108
| +12% | +$6.17M | 0.05% | 387 |
|
|
2018
Q1 | $46.3M | Buy |
940,490
+162,367
| +21% | +$7.45M | 0.04% | 514 |
|
|
2017
Q4 | $27M | Buy |
778,123
+82,116
| +12% | +$3.01M | 0.02% | 770 |
|
|
2017
Q3 | $20.1M | Buy |
696,007
+649,841
| +1,408% | +$17M | 0.02% | 926 |
|
|
2017
Q2 | $1.08M | Buy |
46,166
+513
| +1% | +$10.6K | ﹤0.01% | 2428 |
|
|
2017
Q1 | $789K | Buy |
45,653
+23,021
| +102% | +$360K | ﹤0.01% | 2502 |
|
|
2016
Q4 | $309K | Buy |
22,632
+2,310
| +11% | +$28.8K | ﹤0.01% | 2836 |
|
|
2016
Q3 | $237K | Sell |
20,322
-25,314
| -55% | -$277K | ﹤0.01% | 2869 |
|
|
2016
Q2 | $414K | Buy |
45,636
+1,512
| +3% | +$17.1K | ﹤0.01% | 2660 |
|
|
2016
Q1 | $675K | Buy |
+44,124
| New | +$478K | ﹤0.01% | 2468 |
|
Other funds holding XYZ
CAM
Charles Schwab's XYZ Position: Q2 2026 in Review
Charles Schwab increased its Block Inc (XYZ) stake by 4.5% in Q2 2026, buying an estimated $13.8M and bringing the position to 4,607,659 shares worth $350M. The position accounts for 0.05% of the portfolio, ranked #315.
Charles Schwab first reported a position in XYZ in Q1 2016 and has held it in 42 quarters since. 1,075 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Charles Schwab held 4,607,659 shares of Block Inc worth $350M as of Q2 2026.
- Charles Schwab bought 196,542 Block Inc shares in Q2 2026, an estimated $13.8M.
- Block Inc made up 0.05% of Charles Schwab's portfolio in Q2 2026, its #315 holding.
- Charles Schwab first reported a position in Block Inc in Q1 2016 and has held it in 42 quarters since.
- 1,075 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.