HBK Investments’s Charles Schwab SCHW Stock Holding History

HBK Investments’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	$1.06M	Buy	11,483 +1,627	+17%	+$148K	0.01%	200
2026 Q1	$926K	Buy	+9,856	New	+$967K	0.01%	271
2022 Q1	–	Sell	-3,937	Closed	-$331K	–	797
2021 Q4	$331K	Buy	+3,937	New	+$318K	﹤0.01%	543
2019 Q3	–	Sell	-17,172	Closed	-$690K	–	738
2019 Q2	$690K	Sell	17,172 -364,828	-96%	-$15.9M	0.01%	469
2019 Q1	$16.3M	Buy	382,000 +119,107	+45%	+$5.38M	0.17%	95
2018 Q4	$10.9M	Buy	262,893 +257,293	+4,595%	+$11.6M	0.12%	132
2018 Q3	$275K	Buy	+5,600	New	+$286K	﹤0.01%	1068
2017 Q4	–	Sell	-18,640	Closed	-$815K	–	1112
2017 Q3	$815K	Buy	+18,640	New	+$774K	0.01%	684
2016 Q3	–	Sell	-79,376	Closed	-$2.01M	–	988
2016 Q2	$2.01M	Buy	79,376 +50,975	+179%	+$1.45M	0.01%	421
2016 Q1	$796K	Buy	+28,401	New	+$750K	0.01%	644
2015 Q4	–	Sell	-84,860	Closed	-$2.42M	–	1099
2015 Q3	$2.42M	Buy	+84,860	New	+$2.72M	0.02%	377
2015 Q2	–	Sell	-113,900	Closed	-$3.47M	–	1081
2015 Q1	$3.47M	Buy	+113,900	New	+$3.3M	0.03%	308
2014 Q1	–	Sell	-8,000	Closed	-$208K	–	1026
2013 Q4	$208K	Buy	+8,000	New	+$191K	﹤0.01%	839

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

HBK Investments's SCHW Position: Q2 2026 in Review

HBK Investments increased its Charles Schwab (SCHW) stake by 17% in Q2 2026, buying an estimated $148K and bringing the position to 11,483 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #200.

HBK Investments first reported a position in SCHW in Q4 2013 and has held it in 13 quarters since. The position peaked at $16.3M in Q1 2019. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

HBK Investments held 11,483 shares of Charles Schwab worth $1.06M as of Q2 2026.
HBK Investments bought 1,627 Charles Schwab shares in Q2 2026, an estimated $148K.
Charles Schwab made up 0.01% of HBK Investments's portfolio in Q2 2026, its #200 holding.
HBK Investments first reported a position in Charles Schwab in Q4 2013 and has held it in 13 quarters since.
HBK Investments's Charles Schwab position peaked at $16.3M in Q1 2019.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on HBK Investments's 13F filing for Q2 2026, filed 14 Aug 2026.