Goldman Sachs’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 | $87M | Sell |
926,200
-160,800
| -15% | -$15.8M | 0.01% | 1127 |
|
|
2025
Q4 | $109M | Buy |
1,087,000
+198,700
| +22% | +$18.9M | 0.01% | 946 |
|
|
2025
Q3 | $84.8M | Sell |
888,300
-37,700
| -4% | -$3.58M | 0.01% | 1045 |
|
|
2025
Q2 | $84.5M | Sell |
926,000
-88,800
| -9% | -$7.44M | 0.01% | 996 |
|
|
2025
Q1 | $79.4M | Buy |
1,014,800
+366,700
| +57% | +$28.8M | 0.01% | 911 |
|
|
2024
Q4 | $48M | Sell |
648,100
-3,800
| -0.6% | -$284K | 0.01% | 1337 |
|
|
2024
Q3 | $42.2M | Buy |
651,900
+54,600
| +9% | +$3.59M | 0.01% | 1382 |
|
|
2024
Q2 | $44M | Buy |
597,300
+440,900
| +282% | +$32.6M | 0.01% | 1256 |
|
|
2024
Q1 | $11.3M | Sell |
156,400
-201,700
| -56% | -$13.3M | ﹤0.01% | 2360 |
|
|
2023
Q4 | $24.6M | Buy |
358,100
+89,800
| +33% | +$5.19M | ﹤0.01% | 1721 |
|
|
2023
Q3 | $14.7M | Buy |
268,300
+21,900
| +9% | +$1.32M | ﹤0.01% | 2052 |
|
|
2023
Q2 | $14M | Sell |
246,400
-202,300
| -45% | -$10.6M | ﹤0.01% | 2151 |
|
|
2023
Q1 | $23.5M | Sell |
448,700
-225,900
| -33% | -$16.5M | 0.01% | 1674 |
|
|
2022
Q4 | $56.2M | Buy |
674,600
+73,600
| +12% | +$5.71M | 0.01% | 1081 |
|
|
2022
Q3 | $43.2M | Sell |
601,000
-1,172,100
| -66% | -$81.4M | 0.01% | 1215 |
|
|
2022
Q2 | $112M | Buy |
1,773,100
+1,301,300
| +276% | +$89.7M | 0.03% | 631 |
|
|
2022
Q1 | $39.8M | Buy |
471,800
+160,000
| +51% | +$14.1M | 0.01% | 1469 |
|
|
2021
Q4 | $26.2M | Buy |
311,800
+79,700
| +34% | +$6.45M | 0.01% | 1883 |
|
|
2021
Q3 | $16.9M | Buy |
232,100
+103,900
| +81% | +$7.42M | ﹤0.01% | 2228 |
|
|
2021
Q2 | $9.33M | Hold |
128,200
| – | – | ﹤0.01% | 2743 |
|
|
2021
Q1 | $8.36M | Sell |
128,200
-95,000
| -43% | -$5.76M | ﹤0.01% | 2710 |
|
|
2020
Q4 | $11.8M | Buy |
223,200
+49,700
| +29% | +$2.25M | ﹤0.01% | 2309 |
|
|
2020
Q3 | $6.29M | Buy |
173,500
+86,100
| +99% | +$3M | ﹤0.01% | 2721 |
|
|
2020
Q2 | $2.95M | Sell |
87,400
-137,400
| -61% | -$4.92M | ﹤0.01% | 3182 |
|
|
2020
Q1 | $7.56M | Sell |
224,800
-126,800
| -36% | -$5.32M | ﹤0.01% | 2306 |
|
|
2019
Q4 | $16.7M | Sell |
351,600
-229,600
| -40% | -$10.1M | ﹤0.01% | 2015 |
|
|
2019
Q3 | $24.3M | Buy |
581,200
+503,100
| +644% | +$20.3M | 0.01% | 1630 |
|
|
2019
Q2 | $3.14M | Sell |
78,100
-315,300
| -80% | -$13.7M | ﹤0.01% | 3213 |
|
|
2019
Q1 | $16.8M | Sell |
393,400
-65,200
| -14% | -$2.94M | 0.01% | 2019 |
|
|
2018
Q4 | $19M | Buy |
458,600
+359,300
| +362% | +$16.3M | 0.01% | 1844 |
|
|
2018
Q3 | $4.88M | Sell |
99,300
-316,300
| -76% | -$16.2M | ﹤0.01% | 3008 |
|
|
2018
Q2 | $21.2M | Buy |
415,600
+402,900
| +3,172% | +$22.3M | 0.01% | 1829 |
|
|
2018
Q1 | $663K | Sell |
12,700
-778,700
| -98% | -$41.7M | ﹤0.01% | 4309 |
|
|
2017
Q4 | $40.7M | Sell |
791,400
-71,900
| -8% | -$3.38M | 0.01% | 1439 |
|
|
2017
Q3 | $37.8M | Sell |
863,300
-478,800
| -36% | -$19.9M | 0.01% | 1480 |
|
|
2017
Q2 | $57.7M | Sell |
1,342,100
-1,131,200
| -46% | -$45.3M | 0.01% | 1143 |
|
|
2017
Q1 | $101M | Sell |
2,473,300
-2,879,800
| -54% | -$119M | 0.03% | 748 |
|
|
2016
Q4 | $211M | Buy |
5,353,100
+117,500
| +2% | +$4.2M | 0.06% | 373 |
|
|
2016
Q3 | $165M | Buy |
5,235,600
+4,842,800
| +1,233% | +$142M | 0.05% | 434 |
|
|
2016
Q2 | $9.94M | Buy |
392,800
+39,500
| +11% | +$1.12M | ﹤0.01% | 2326 |
|
|
2016
Q1 | $9.9M | Buy |
353,300
+287,700
| +439% | +$7.59M | ﹤0.01% | 2234 |
|
|
2015
Q4 | $2.16M | Buy |
65,600
+10,100
| +18% | +$320K | ﹤0.01% | 3557 |
|
|
2015
Q3 | $1.58M | Sell |
55,500
-21,500
| -28% | -$690K | ﹤0.01% | 4028 |
|
|
2015
Q2 | $2.51M | Buy |
77,000
+41,000
| +114% | +$1.3M | ﹤0.01% | 3612 |
|
|
2015
Q1 | $1.1M | Sell |
36,000
-20,500
| -36% | -$594K | ﹤0.01% | 4370 |
|
|
2014
Q4 | $1.71M | Sell |
56,500
-10,200
| -15% | -$290K | ﹤0.01% | 4006 |
|
|
2014
Q3 | $1.96M | Sell |
66,700
-131,800
| -66% | -$3.73M | ﹤0.01% | 3950 |
|
|
2014
Q2 | $5.35M | Sell |
198,500
-339,800
| -63% | -$8.92M | ﹤0.01% | 2964 |
|
|
2014
Q1 | $14.7M | Sell |
538,300
-535,000
| -50% | -$14M | ﹤0.01% | 2026 |
|
|
2013
Q4 | $27.9M | Buy |
1,073,300
+576,400
| +116% | +$13.7M | 0.01% | 1489 |
|
|
2013
Q3 | $10.5M | Sell |
496,900
-547,400
| -52% | -$11.9M | ﹤0.01% | 2193 |
|
|
2013
Q2 | $22.2M | Buy |
+1,044,300
| New | +$19.3M | 0.01% | 1470 |
|
Other funds holding SCHW
VCM
VPM
Goldman Sachs's SCHW Position: Q1 2026 in Review
Goldman Sachs increased its Charles Schwab (SCHW) stake by 17% in Q1 2026, buying an estimated $159M and bringing the position to 11,374,711 shares worth $1.07B. The position accounts for 0.12% of the portfolio, ranked #155.
Goldman Sachs first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Goldman Sachs held 11,374,711 shares of Charles Schwab worth $1.07B as of Q1 2026.
- Goldman Sachs bought 1,618,185 Charles Schwab shares in Q1 2026, an estimated $159M.
- Charles Schwab made up 0.12% of Goldman Sachs's portfolio in Q1 2026, its #155 holding.
- Goldman Sachs first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.