DCP
SCHW

D1 Capital Partners’s Charles Schwab SCHW Stock Holding History

D1 Capital Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228M Buy
2,466,590
+109,200
+5% +$9.96M 0.65% 25
2026
Q1 		$222M Sell
2,357,390
-797,400
-25% -$78.2M 1.97% 23
2025
Q4 		$315M Sell
3,154,790
-667,114
-17% -$63.3M 2.95% 12
2025
Q3 		$365M Buy
3,821,904
+298,000
+8% +$28.3M 4.19% 7
2025
Q2 		$322M Sell
3,523,904
-831,704
-19% -$69.6M 4.46% 8
2025
Q1 		$341M Buy
+4,355,608
New +$342M 5.22% 3

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D1 Capital Partners's SCHW Position: Q2 2026 in Review

D1 Capital Partners increased its Charles Schwab (SCHW) stake by 4.6% in Q2 2026, buying an estimated $9.96M and bringing the position to 2,466,590 shares worth $228M. The position accounts for 0.65% of the portfolio, ranked #25.

D1 Capital Partners first reported a position in SCHW in Q1 2025 and has held it in 6 quarters since. The position peaked at $365M in Q3 2025. 2,302 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • D1 Capital Partners held 2,466,590 shares of Charles Schwab worth $228M as of Q2 2026.
  • D1 Capital Partners bought 109,200 Charles Schwab shares in Q2 2026, an estimated $9.96M.
  • Charles Schwab made up 0.65% of D1 Capital Partners's portfolio in Q2 2026, its #25 holding.
  • D1 Capital Partners first reported a position in Charles Schwab in Q1 2025 and has held it in 6 quarters since.
  • D1 Capital Partners's Charles Schwab position peaked at $365M in Q3 2025.
  • 2,302 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.