Charles Schwab
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Charles Schwab’s ZTO Express ZTO Stock Holding History

Charles Schwab’s Portfolio ZTO Stock Details ZTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-285,536
Closed -$5.48M – 3517
2025
Q3 		$5.48M Sell
285,536
-14,014
-5% -$268K ﹤0.01% 2396
2025
Q2 		$5.32M Buy
299,550
+21,629
+8% +$392K ﹤0.01% 2311
2025
Q1 		$5.51M Buy
277,921
+1,495
+0.5% +$29.2K ﹤0.01% 2229
2024
Q4 		$5.4M Buy
276,426
+89,312
+48% +$1.96M ﹤0.01% 2303
2024
Q3 		$4.63M Buy
187,114
+98,877
+112% +$2.05M ﹤0.01% 2413
2024
Q2 		$1.83M Buy
+88,237
New +$1.93M ﹤0.01% 2729
2022
Q1 		– Sell
-162,994
Closed -$4.6M – 3629
2021
Q4 		$4.6M Sell
162,994
-622
-0.4% -$18.6K ﹤0.01% 2388
2021
Q3 		$5.02M Sell
163,616
-2,752
-2% -$79K ﹤0.01% 2376
2021
Q2 		$5.05M Sell
166,368
-354,240
-68% -$10.9M ﹤0.01% 2352
2021
Q1 		$15.2M Sell
520,608
-1,317
-0.3% -$43K 0.01% 1718
2020
Q4 		$15.2M Buy
521,925
+25,391
+5% +$746K 0.01% 1593
2020
Q3 		$14.9M Buy
496,534
+31,051
+7% +$1.06M 0.01% 1413
2020
Q2 		$17.1M Sell
465,483
-8,449
-2% -$269K 0.01% 1289
2020
Q1 		$12.6M Hold
473,932
– – 0.01% 1313
2019
Q4 		$11.1M Buy
473,932
+74,626
+19% +$1.61M 0.01% 1623
2019
Q3 		$8.52M Sell
399,306
-7,124
-2% -$143K 0.01% 1694
2019
Q2 		$7.77M Sell
406,430
-4,779
-1% -$89.9K ﹤0.01% 1748
2019
Q1 		$7.52M Buy
411,209
+42,639
+12% +$781K ﹤0.01% 1758
2018
Q4 		$5.83M Buy
368,570
+20,862
+6% +$336K ﹤0.01% 1823
2018
Q3 		$5.76M Buy
347,708
+30,063
+9% +$579K ﹤0.01% 1970
2018
Q2 		$6.35M Buy
317,645
+126,974
+67% +$2.29M ﹤0.01% 1877
2018
Q1 		$2.86M Buy
190,671
+86,516
+83% +$1.36M ﹤0.01% 2188
2017
Q4 		$1.65M Buy
104,155
+27,894
+37% +$440K ﹤0.01% 2363
2017
Q3 		$1.07M Buy
+76,261
New +$1.1M ﹤0.01% 2490

Other funds holding ZTO

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Charles Schwab's ZTO Position: Q4 2025 in Review

Charles Schwab sold out of ZTO Express (ZTO) in Q4 2025, closing a stake of 285,536 shares — an estimated $5.48M sold.

Charles Schwab first reported a position in ZTO in Q3 2017 and held it in 24 quarters. The position peaked at $17.1M in Q2 2020. 163 funds tracked by Wall St. Rank hold ZTO as of Q4 2025.

  • Charles Schwab reported no remaining ZTO Express position as of Q4 2025 after selling out during the quarter.
  • Charles Schwab sold 285,536 ZTO Express shares in Q4 2025, an estimated $5.48M.
  • Charles Schwab first reported a position in ZTO Express in Q3 2017 and held it in 24 quarters.
  • Charles Schwab's ZTO Express position peaked at $17.1M in Q2 2020.
  • 163 funds tracked by Wall St. Rank held ZTO Express as of Q4 2025.

Based on Charles Schwab's 13F filing for Q4 2025, filed 13 Feb 2026.