Fidelity Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.35B | Buy |
35,688,169
+1,853,937
| +5% | +$182M | 0.18% | 90 |
|
|
2025
Q4 | $3.38B | Buy |
33,834,232
+2,308,536
| +7% | +$219M | 0.17% | 88 |
|
|
2025
Q3 | $3.01B | Sell |
31,525,696
-3,053,365
| -9% | -$290M | 0.16% | 100 |
|
|
2025
Q2 | $3.15B | Buy |
34,579,061
+2,600,371
| +8% | +$218M | 0.18% | 79 |
|
|
2025
Q1 | $2.5B | Buy |
31,978,690
+22,278,677
| +230% | +$1.75B | 0.16% | 104 |
|
|
2024
Q4 | $718M | Buy |
9,700,013
+3,974,940
| +69% | +$297M | 0.04% | 348 |
|
|
2024
Q3 | $371M | Sell |
5,725,073
-335,020
| -6% | -$22M | 0.02% | 586 |
|
|
2024
Q2 | $447M | Buy |
6,060,093
+2,529,510
| +72% | +$187M | 0.03% | 487 |
|
|
2024
Q1 | $255M | Buy |
3,530,583
+92,139
| +3% | +$6.07M | 0.02% | 697 |
|
|
2023
Q4 | $237M | Sell |
3,438,444
-825,322
| -19% | -$47.7M | 0.02% | 685 |
|
|
2023
Q3 | $234M | Buy |
4,263,766
+530,797
| +14% | +$32.1M | 0.02% | 632 |
|
|
2023
Q2 | $212M | Sell |
3,732,969
-5,248,282
| -58% | -$275M | 0.02% | 700 |
|
|
2023
Q1 | $470M | Sell |
8,981,251
-4,596,223
| -34% | -$337M | 0.04% | 431 |
|
|
2022
Q4 | $1.13B | Sell |
13,577,474
-1,687,199
| -11% | -$131M | 0.11% | 171 |
|
|
2022
Q3 | $1.1B | Sell |
15,264,673
-1,621,661
| -10% | -$113M | 0.11% | 154 |
|
|
2022
Q2 | $1.07B | Sell |
16,886,334
-6,692,130
| -28% | -$462M | 0.11% | 171 |
|
|
2022
Q1 | $1.99B | Buy |
23,578,464
+7,319,172
| +45% | +$644M | 0.16% | 101 |
|
|
2021
Q4 | $1.37B | Buy |
16,259,292
+4,797,858
| +42% | +$388M | 0.1% | 179 |
|
|
2021
Q3 | $835M | Sell |
11,461,434
-1,297,165
| -10% | -$92.6M | 0.07% | 277 |
|
|
2021
Q2 | $929M | Buy |
12,758,599
+2,774,688
| +28% | +$196M | 0.07% | 249 |
|
|
2021
Q1 | $651M | Buy |
9,983,911
+4,804,744
| +93% | +$291M | 0.06% | 338 |
|
|
2020
Q4 | $275M | Buy |
5,179,167
+686,810
| +15% | +$31.1M | 0.02% | 620 |
|
|
2020
Q3 | $163M | Sell |
4,492,357
-2,568,287
| -36% | -$89.4M | 0.02% | 712 |
|
|
2020
Q2 | $238M | Sell |
7,060,644
-2,467,735
| -26% | -$88.4M | 0.03% | 547 |
|
|
2020
Q1 | $320M | Sell |
9,528,379
-5,099,098
| -35% | -$214M | 0.04% | 359 |
|
|
2019
Q4 | $696M | Buy |
14,627,477
+1,626,774
| +13% | +$71.7M | 0.08% | 243 |
|
|
2019
Q3 | $544M | Sell |
13,000,703
-9,624,811
| -43% | -$388M | 0.07% | 287 |
|
|
2019
Q2 | $909M | Sell |
22,625,514
-19,190,312
| -46% | -$836M | 0.11% | 190 |
|
|
2019
Q1 | $1.79B | Sell |
41,815,826
-11,917,193
| -22% | -$538M | 0.21% | 84 |
|
|
2018
Q4 | $2.23B | Sell |
53,733,019
-9,053,550
| -14% | -$410M | 0.31% | 58 |
|
|
2018
Q3 | $3.09B | Sell |
62,786,569
-2,406,815
| -4% | -$123M | 0.35% | 43 |
|
|
2018
Q2 | $3.33B | Buy |
65,193,384
+7,868,551
| +14% | +$436M | 0.38% | 34 |
|
|
2018
Q1 | $2.99B | Buy |
57,324,833
+5,651,834
| +11% | +$303M | 0.36% | 38 |
|
|
2017
Q4 | $2.65B | Buy |
51,672,999
+17,305,691
| +50% | +$813M | 0.31% | 47 |
|
|
2017
Q3 | $1.5B | Buy |
34,367,308
+3,601,304
| +12% | +$150M | 0.18% | 112 |
|
|
2017
Q2 | $1.32B | Buy |
30,766,004
+3,128,532
| +11% | +$125M | 0.16% | 121 |
|
|
2017
Q1 | $1.13B | Buy |
27,637,472
+4,259,181
| +18% | +$176M | 0.14% | 147 |
|
|
2016
Q4 | $923M | Buy |
23,378,291
+571,876
| +3% | +$20.4M | 0.12% | 171 |
|
|
2016
Q3 | $720M | Sell |
22,806,415
-516,284
| -2% | -$15.1M | 0.1% | 220 |
|
|
2016
Q2 | $590M | Buy |
23,322,699
+1,480,550
| +7% | +$42.1M | 0.08% | 261 |
|
|
2016
Q1 | $612M | Sell |
21,842,149
-8,091,511
| -27% | -$214M | 0.08% | 246 |
|
|
2015
Q4 | $986M | Sell |
29,933,660
-6,911,659
| -19% | -$219M | 0.13% | 157 |
|
|
2015
Q3 | $1.05B | Sell |
36,845,319
-5,465,454
| -13% | -$175M | 0.15% | 140 |
|
|
2015
Q2 | $1.38B | Sell |
42,310,773
-676,107
| -2% | -$21.4M | 0.18% | 117 |
|
|
2015
Q1 | $1.31B | Sell |
42,986,880
-4,840,039
| -10% | -$140M | 0.17% | 139 |
|
|
2014
Q4 | $1.44B | Sell |
47,826,919
-2,441,856
| -5% | -$69.4M | 0.19% | 114 |
|
|
2014
Q3 | $1.48B | Buy |
50,268,775
+2,567,395
| +5% | +$72.7M | 0.2% | 106 |
|
|
2014
Q2 | $1.28B | Sell |
47,701,380
-2,198,550
| -4% | -$57.7M | 0.17% | 121 |
|
|
2014
Q1 | $1.36B | Sell |
49,899,930
-1,175,520
| -2% | -$30.7M | 0.19% | 107 |
|
|
2013
Q4 | $1.33B | Buy |
51,075,450
+8,534,983
| +20% | +$204M | 0.19% | 114 |
|
|
2013
Q3 | $899M | Buy |
42,540,467
+6,139,690
| +17% | +$133M | 0.14% | 162 |
|
|
2013
Q2 | $773M | Buy |
+36,400,777
| New | +$673M | 0.13% | 173 |
|
Other funds holding SCHW
VCM
VPM
Fidelity Investments's SCHW Position: Q1 2026 in Review
Fidelity Investments increased its Charles Schwab (SCHW) stake by 5.5% in Q1 2026, buying an estimated $182M and bringing the position to 35,688,169 shares worth $3.35B. The position accounts for 0.18% of the portfolio, ranked #90.
Fidelity Investments first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.38B in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Fidelity Investments held 35,688,169 shares of Charles Schwab worth $3.35B as of Q1 2026.
- Fidelity Investments bought 1,853,937 Charles Schwab shares in Q1 2026, an estimated $182M.
- Charles Schwab made up 0.18% of Fidelity Investments's portfolio in Q1 2026, its #90 holding.
- Fidelity Investments first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
- Fidelity Investments's Charles Schwab position peaked at $3.38B in Q4 2025.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.