Darsana Capital Partners’s Charles Schwab SCHW Stock Holding History

Darsana 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	$208M	Hold	2,250,000	–	–	0.93%	13
2026 Q1	$211M	Hold	2,250,000	–	–	4.5%	11
2025 Q4	$225M	Hold	2,250,000	–	–	4.48%	12
2025 Q3	$215M	Hold	2,250,000	–	–	5.06%	10
2025 Q2	$205M	Hold	2,250,000	–	–	5.86%	11
2025 Q1	$176M	Buy	+2,250,000	New	+$177M	5.12%	11
2024 Q4	–	Sell	-3,000,000	Closed	-$194M	–	17
2024 Q3	$194M	Hold	3,000,000	–	–	4.79%	12
2024 Q2	$221M	Buy	3,000,000 +2,000,000	+200%	+$148M	6.04%	10
2024 Q1	$72.3M	Buy	+1,000,000	New	+$65.9M	2.32%	12

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Darsana Capital Partners held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,250,000 shares worth $208M. The position accounts for 0.93% of the portfolio, ranked #13.

Darsana Capital Partners first reported a position in SCHW in Q1 2024 and has held it in 9 quarters since. The position peaked at $225M in Q4 2025. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Darsana Capital Partners held 2,250,000 shares of Charles Schwab worth $208M as of Q2 2026.
Darsana Capital Partners left its Charles Schwab share count unchanged in Q2 2026.
Charles Schwab made up 0.93% of Darsana Capital Partners's portfolio in Q2 2026, its #13 holding.
Darsana Capital Partners first reported a position in Charles Schwab in Q1 2024 and has held it in 9 quarters since.
Darsana Capital Partners's Charles Schwab position peaked at $225M in Q4 2025.
2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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