HI
SCHW

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
2023
Q3 		– Sell
-33,000
Closed -$1.87M – 421
2023
Q2 		$1.87M Buy
+33,000
New +$1.73M 0.01% 208
2022
Q1 		– Sell
-9,500
Closed -$799K – 796
2021
Q4 		$799K Sell
9,500
-31,700
-77% -$2.56M ﹤0.01% 498
2021
Q3 		$3M Buy
41,200
+33,100
+409% +$2.36M 0.01% 370
2021
Q2 		$590K Buy
+8,100
New +$573K ﹤0.01% 622

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
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 #201.

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. 2,319 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 #201 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.
  • 2,319 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.