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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HBK Investments's SCHW Position: Q1 2026 in Review

HBK Investments opened a new position in Charles Schwab (SCHW) in Q1 2026: 9,856 shares worth $926K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: HBK Investments previously reported a position in SCHW as recently as Q4 2021.

HBK Investments first reported a position in SCHW in Q4 2013 and has held it in 12 quarters since. The position peaked at $16.3M in Q1 2019. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • HBK Investments held 9,856 shares of Charles Schwab worth $926K as of Q1 2026.
  • Charles Schwab was a new HBK Investments position in Q1 2026.
  • Charles Schwab made up 0.01% of HBK Investments's portfolio in Q1 2026, its #271 holding.
  • HBK Investments first reported a position in Charles Schwab in Q4 2013 and has held it in 12 quarters since.
  • HBK Investments's Charles Schwab position peaked at $16.3M in Q1 2019.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on HBK Investments's 13F filing for Q1 2026, filed 15 May 2026.