HSBC Holdings’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
Q2 | $332M | Buy |
3,601,248
+177,204
| +5% | +$16.2M | 0.14% | 124 |
|
|
2026
Q1 | $322M | Sell |
3,424,044
-531,930
| -13% | -$52.2M | 0.17% | 109 |
|
|
2025
Q4 | $396M | Buy |
3,955,974
+162,789
| +4% | +$15.4M | 0.2% | 90 |
|
|
2025
Q3 | $361M | Buy |
3,793,185
+374,267
| +11% | +$35.5M | 0.2% | 81 |
|
|
2025
Q2 | $312M | Sell |
3,418,918
-638,989
| -16% | -$53.5M | 0.19% | 91 |
|
|
2025
Q1 | $317M | Buy |
4,057,907
+589,949
| +17% | +$46.3M | 0.2% | 91 |
|
|
2024
Q4 | $257M | Buy |
3,467,958
+346,380
| +11% | +$25.9M | 0.15% | 117 |
|
|
2024
Q3 | $202M | Buy |
3,121,578
+271,173
| +10% | +$17.8M | 0.12% | 154 |
|
|
2024
Q2 | $210M | Buy |
2,850,405
+105,534
| +4% | +$7.8M | 0.13% | 140 |
|
|
2024
Q1 | $199M | Buy |
2,744,871
+369,440
| +16% | +$24.3M | 0.13% | 133 |
|
|
2023
Q4 | $163M | Buy |
2,375,431
+31,027
| +1% | +$1.79M | 0.14% | 130 |
|
|
2023
Q3 | $129M | Buy |
2,344,404
+142,992
| +6% | +$8.64M | 0.13% | 140 |
|
|
2023
Q2 | $125M | Sell |
2,201,412
-233,884
| -10% | -$12.3M | 0.13% | 144 |
|
|
2023
Q1 | $127M | Buy |
2,435,296
+38,693
| +2% | +$2.83M | 0.15% | 125 |
|
|
2022
Q4 | $199M | Buy |
2,396,603
+807,467
| +51% | +$62.7M | 0.23% | 80 |
|
|
2022
Q3 | $115M | Sell |
1,589,136
-22,117
| -1% | -$1.54M | 0.19% | 90 |
|
|
2022
Q2 | $102M | Buy |
1,611,253
+47,667
| +3% | +$3.29M | 0.14% | 120 |
|
|
2022
Q1 | $134M | Buy |
1,563,586
+71,589
| +5% | +$6.3M | 0.16% | 110 |
|
|
2021
Q4 | $126M | Sell |
1,491,997
-571,948
| -28% | -$46.3M | 0.12% | 150 |
|
|
2021
Q3 | $152M | Buy |
2,063,945
+209,797
| +11% | +$15M | 0.15% | 112 |
|
|
2021
Q2 | $135M | Buy |
1,854,148
+133,015
| +8% | +$9.41M | 0.14% | 119 |
|
|
2021
Q1 | $112M | Sell |
1,721,133
-588,472
| -25% | -$35.7M | 0.13% | 147 |
|
|
2020
Q4 | $122M | Buy |
2,309,605
+1,407,238
| +156% | +$63.7M | 0.16% | 114 |
|
|
2020
Q3 | $32.6M | Sell |
902,367
-47,742
| -5% | -$1.66M | 0.05% | 328 |
|
|
2020
Q2 | $32.1M | Sell |
950,109
-84,948
| -8% | -$3.04M | 0.06% | 298 |
|
|
2020
Q1 | $35.2M | Buy |
1,035,057
+143,198
| +16% | +$6.01M | 0.08% | 224 |
|
|
2019
Q4 | $42.5M | Buy |
891,859
+153,106
| +21% | +$6.75M | 0.07% | 268 |
|
|
2019
Q3 | $30.9M | Sell |
738,753
-236,482
| -24% | -$9.54M | 0.06% | 362 |
|
|
2019
Q2 | $39.2M | Buy |
975,235
+38,258
| +4% | +$1.67M | 0.07% | 268 |
|
|
2019
Q1 | $40.1M | Sell |
936,977
-32,865
| -3% | -$1.48M | 0.07% | 274 |
|
|
2018
Q4 | $40.3M | Sell |
969,842
-49,597
| -5% | -$2.24M | 0.07% | 268 |
|
|
2018
Q3 | $50.1M | Buy |
1,019,439
+118,263
| +13% | +$6.04M | 0.08% | 241 |
|
|
2018
Q2 | $46M | Sell |
901,176
-410,420
| -31% | -$22.7M | 0.08% | 227 |
|
|
2018
Q1 | $68.5M | Buy |
1,311,596
+478,905
| +58% | +$25.7M | 0.1% | 178 |
|
|
2017
Q4 | $42.8M | Buy |
832,691
+77,819
| +10% | +$3.66M | 0.06% | 283 |
|
|
2017
Q3 | $33M | Sell |
754,872
-59
| -0% | -$2.45K | 0.05% | 373 |
|
|
2017
Q2 | $32.4M | Sell |
754,931
-89,280
| -11% | -$3.57M | 0.06% | 338 |
|
|
2017
Q1 | $34.5M | Buy |
844,211
+159,336
| +23% | +$6.58M | 0.07% | 286 |
|
|
2016
Q4 | $27M | Sell |
684,875
-128,916
| -16% | -$4.61M | 0.06% | 372 |
|
|
2016
Q3 | $25.6M | Sell |
813,791
-459,204
| -36% | -$13.5M | 0.06% | 347 |
|
|
2016
Q2 | $32.2M | Buy |
1,272,995
+494,340
| +63% | +$14M | 0.09% | 265 |
|
|
2016
Q1 | $21.8M | Buy |
778,655
+14,095
| +2% | +$372K | 0.06% | 372 |
|
|
2015
Q4 | $25.2M | Sell |
764,560
-35,387
| -4% | -$1.12M | 0.06% | 367 |
|
|
2015
Q3 | $22.7M | Sell |
799,947
-206,074
| -20% | -$6.61M | 0.06% | 373 |
|
|
2015
Q2 | $32.8M | Sell |
1,006,021
-236,188
| -19% | -$7.46M | 0.07% | 294 |
|
|
2015
Q1 | $37.8M | Buy |
1,242,209
+68,493
| +6% | +$1.99M | 0.07% | 279 |
|
|
2014
Q4 | $35.5M | Buy |
1,173,716
+148,538
| +14% | +$4.22M | 0.07% | 285 |
|
|
2014
Q3 | $30.2M | Buy |
1,025,178
+53,018
| +5% | +$1.5M | 0.06% | 310 |
|
|
2014
Q2 | $26.2M | Sell |
972,160
-7,285
| -0.7% | -$191K | 0.06% | 344 |
|
|
2014
Q1 | $26.7M | Buy |
979,445
+66,885
| +7% | +$1.75M | 0.06% | 319 |
|
|
2013
Q4 | $23.6M | Sell |
912,560
-100,270
| -10% | -$2.39M | 0.06% | 361 |
|
|
2013
Q3 | $21.4M | Sell |
1,012,830
-46,586
| -4% | -$1.01M | 0.06% | 369 |
|
|
2013
Q2 | $22.4M | Buy |
+1,059,416
| New | +$19.6M | 0.07% | 309 |
|
Other funds holding SCHW
HSBC Holdings's SCHW Position: Q2 2026 in Review
HSBC Holdings increased its Charles Schwab (SCHW) stake by 5.2% in Q2 2026, buying an estimated $16.2M and bringing the position to 3,601,248 shares worth $332M. The position accounts for 0.14% of the portfolio, ranked #124.
HSBC Holdings first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $396M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- HSBC Holdings held 3,601,248 shares of Charles Schwab worth $332M as of Q2 2026.
- HSBC Holdings bought 177,204 Charles Schwab shares in Q2 2026, an estimated $16.2M.
- Charles Schwab made up 0.14% of HSBC Holdings's portfolio in Q2 2026, its #124 holding.
- HSBC Holdings first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
- HSBC Holdings's Charles Schwab position peaked at $396M in Q4 2025.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.