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 | $75.9M | Sell |
807,700
-489,700
| -38% | -$48M | 0.01% | 1240 |
|
|
2025
Q4 | $130M | Buy |
1,297,400
+172,000
| +15% | +$16.3M | 0.02% | 834 |
|
|
2025
Q3 | $107M | Buy |
1,125,400
+345,000
| +44% | +$32.7M | 0.01% | 899 |
|
|
2025
Q2 | $71.2M | Sell |
780,400
-170,400
| -18% | -$14.3M | 0.01% | 1104 |
|
|
2025
Q1 | $74.4M | Sell |
950,800
-891,900
| -48% | -$70M | 0.01% | 956 |
|
|
2024
Q4 | $136M | Sell |
1,842,700
-928,800
| -34% | -$69.5M | 0.02% | 659 |
|
|
2024
Q3 | $180M | Buy |
2,771,500
+2,015,800
| +267% | +$132M | 0.03% | 555 |
|
|
2024
Q2 | $55.7M | Buy |
755,700
+236,300
| +45% | +$17.5M | 0.01% | 1091 |
|
|
2024
Q1 | $37.6M | Sell |
519,400
-252,600
| -33% | -$16.6M | 0.01% | 1346 |
|
|
2023
Q4 | $53.1M | Sell |
772,000
-777,100
| -50% | -$44.9M | 0.01% | 1147 |
|
|
2023
Q3 | $85M | Buy |
1,549,100
+1,025,200
| +196% | +$62M | 0.02% | 803 |
|
|
2023
Q2 | $29.7M | Sell |
523,900
-274,400
| -34% | -$14.4M | 0.01% | 1516 |
|
|
2023
Q1 | $41.8M | Sell |
798,300
-557,700
| -41% | -$40.8M | 0.01% | 1190 |
|
|
2022
Q4 | $113M | Buy |
1,356,000
+136,900
| +11% | +$10.6M | 0.03% | 670 |
|
|
2022
Q3 | $87.6M | Buy |
1,219,100
+150,300
| +14% | +$10.4M | 0.02% | 758 |
|
|
2022
Q2 | $67.5M | Buy |
1,068,800
+285,800
| +37% | +$19.7M | 0.02% | 916 |
|
|
2022
Q1 | $66M | Buy |
783,000
+160,400
| +26% | +$14.1M | 0.01% | 1055 |
|
|
2021
Q4 | $52.4M | Buy |
622,600
+95,500
| +18% | +$7.73M | 0.01% | 1294 |
|
|
2021
Q3 | $38.4M | Buy |
527,100
+430,200
| +444% | +$30.7M | 0.01% | 1491 |
|
|
2021
Q2 | $7.05M | Buy |
96,900
+80,000
| +473% | +$5.66M | ﹤0.01% | 3028 |
|
|
2021
Q1 | $1.1M | Sell |
16,900
-108,400
| -87% | -$6.57M | ﹤0.01% | 4531 |
|
|
2020
Q4 | $6.65M | Buy |
125,300
+60,000
| +92% | +$2.72M | ﹤0.01% | 2790 |
|
|
2020
Q3 | $2.37M | Sell |
65,300
-191,500
| -75% | -$6.66M | ﹤0.01% | 3448 |
|
|
2020
Q2 | $8.66M | Sell |
256,800
-37,200
| -13% | -$1.33M | ﹤0.01% | 2381 |
|
|
2020
Q1 | $9.88M | Buy |
294,000
+8,500
| +3% | +$357K | ﹤0.01% | 2095 |
|
|
2019
Q4 | $13.6M | Sell |
285,500
-430,000
| -60% | -$19M | ﹤0.01% | 2194 |
|
|
2019
Q3 | $29.9M | Buy |
715,500
+168,800
| +31% | +$6.81M | 0.01% | 1485 |
|
|
2019
Q2 | $22M | Buy |
546,700
+444,300
| +434% | +$19.4M | 0.01% | 1779 |
|
|
2019
Q1 | $4.38M | Sell |
102,400
-366,300
| -78% | -$16.5M | ﹤0.01% | 3076 |
|
|
2018
Q4 | $19.5M | Buy |
468,700
+158,500
| +51% | +$7.17M | 0.01% | 1832 |
|
|
2018
Q3 | $15.2M | Sell |
310,200
-76,400
| -20% | -$3.9M | ﹤0.01% | 2124 |
|
|
2018
Q2 | $19.8M | Buy |
386,600
+181,400
| +88% | +$10M | 0.01% | 1883 |
|
|
2018
Q1 | $10.7M | Sell |
205,200
-729,300
| -78% | -$39.1M | ﹤0.01% | 2271 |
|
|
2017
Q4 | $48M | Buy |
934,500
+476,800
| +104% | +$22.4M | 0.01% | 1317 |
|
|
2017
Q3 | $20M | Buy |
457,700
+24,700
| +6% | +$1.03M | ﹤0.01% | 1987 |
|
|
2017
Q2 | $18.6M | Sell |
433,000
-220,800
| -34% | -$8.84M | ﹤0.01% | 1996 |
|
|
2017
Q1 | $26.7M | Sell |
653,800
-329,200
| -33% | -$13.6M | 0.01% | 1700 |
|
|
2016
Q4 | $38.8M | Buy |
983,000
+675,600
| +220% | +$24.1M | 0.01% | 1442 |
|
|
2016
Q3 | $9.71M | Buy |
307,400
+198,500
| +182% | +$5.82M | ﹤0.01% | 2475 |
|
|
2016
Q2 | $2.76M | Buy |
108,900
+80,800
| +288% | +$2.3M | ﹤0.01% | 3345 |
|
|
2016
Q1 | $787K | Sell |
28,100
-132,900
| -83% | -$3.51M | ﹤0.01% | 4302 |
|
|
2015
Q4 | $5.3M | Buy |
161,000
+96,200
| +148% | +$3.04M | ﹤0.01% | 2765 |
|
|
2015
Q3 | $1.85M | Sell |
64,800
-11,200
| -15% | -$359K | ﹤0.01% | 3884 |
|
|
2015
Q2 | $2.48M | Buy |
76,000
+3,300
| +5% | +$104K | ﹤0.01% | 3629 |
|
|
2015
Q1 | $2.21M | Buy |
72,700
+10,100
| +16% | +$293K | ﹤0.01% | 3684 |
|
|
2014
Q4 | $1.89M | Buy |
62,600
+19,200
| +44% | +$546K | ﹤0.01% | 3900 |
|
|
2014
Q3 | $1.28M | Sell |
43,400
-14,100
| -25% | -$399K | ﹤0.01% | 4365 |
|
|
2014
Q2 | $1.55M | Sell |
57,500
-10,300
| -15% | -$270K | ﹤0.01% | 4261 |
|
|
2014
Q1 | $1.85M | Sell |
67,800
-28,700
| -30% | -$750K | ﹤0.01% | 4044 |
|
|
2013
Q4 | $2.51M | Sell |
96,500
-76,900
| -44% | -$1.83M | ﹤0.01% | 3843 |
|
|
2013
Q3 | $3.67M | Buy |
173,400
+45,900
| +36% | +$998K | ﹤0.01% | 3280 |
|
|
2013
Q2 | $2.71M | Buy |
+127,500
| New | +$2.36M | ﹤0.01% | 3399 |
|
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.