Charles Schwab
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Charles Schwab’s Clear Secure YOU Stock Holding History

Charles Schwab’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.9M Buy
895,454
+64,501
+8% +$3.53M 0.01% 1241
2026
Q1 		$40.2M Buy
830,953
+918
+0.1% +$36.5K 0.01% 1292
2025
Q4 		$29.1M Buy
830,035
+5,859
+0.7% +$200K ﹤0.01% 1513
2025
Q3 		$27.5M Sell
824,176
-30,649
-4% -$1.02M ﹤0.01% 1537
2025
Q2 		$23.7M Sell
854,825
-19,582
-2% -$499K ﹤0.01% 1577
2025
Q1 		$22.7M Sell
874,407
-43,960
-5% -$1.09M ﹤0.01% 1574
2024
Q4 		$24.5M Buy
918,367
+46,213
+5% +$1.4M ﹤0.01% 1589
2024
Q3 		$28.9M Buy
872,154
+55,136
+7% +$1.42M 0.01% 1483
2024
Q2 		$15.3M Buy
817,018
+146,144
+22% +$2.64M ﹤0.01% 1830
2024
Q1 		$14.3M Buy
670,874
+15,907
+2% +$316K ﹤0.01% 1808
2023
Q4 		$13.5M Buy
654,967
+12,469
+2% +$242K ﹤0.01% 1839
2023
Q3 		$12.2M Buy
642,498
+26,597
+4% +$590K ﹤0.01% 1806
2023
Q2 		$14.3M Buy
615,901
+68,264
+12% +$1.69M ﹤0.01% 1718
2023
Q1 		$14.3M Buy
547,637
+18,090
+3% +$514K ﹤0.01% 1691
2022
Q4 		$14.5M Buy
529,547
+30,798
+6% +$848K ﹤0.01% 1649
2022
Q3 		$11.4M Buy
498,749
+293,477
+143% +$7.2M ﹤0.01% 1765
2022
Q2 		$4.11M Buy
205,272
+138,113
+206% +$3.73M ﹤0.01% 2276
2022
Q1 		$1.81M Buy
67,159
+1,661
+3% +$41.2K ﹤0.01% 2680
2021
Q4 		$2.06M Buy
65,498
+1,106
+2% +$40.9K ﹤0.01% 2700
2021
Q3 		$2.64M Buy
+64,392
New +$3.01M ﹤0.01% 2634

Other funds holding YOU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab's YOU Position: Q2 2026 in Review

Charles Schwab increased its Clear Secure (YOU) stake by 7.8% in Q2 2026, buying an estimated $3.53M and bringing the position to 895,454 shares worth $49.9M. The position accounts for 0.01% of the portfolio, ranked #1241.

Charles Schwab first reported a position in YOU in Q3 2021 and has held it in 20 quarters since. 452 funds tracked by Wall St. Rank hold YOU as of Q2 2026.

  • Charles Schwab held 895,454 shares of Clear Secure worth $49.9M as of Q2 2026.
  • Charles Schwab bought 64,501 Clear Secure shares in Q2 2026, an estimated $3.53M.
  • Clear Secure made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1241 holding.
  • Charles Schwab first reported a position in Clear Secure in Q3 2021 and has held it in 20 quarters since.
  • 452 funds tracked by Wall St. Rank held Clear Secure as of Q2 2026.

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