Jim Simons
SCHW

Jim Simons’s Charles Schwab SCHW Stock Holding History

Jim Simons’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
Q1 		– Sell
-1,810,741
Closed -$181M – 3637
2025
Q4 		$181M Buy
1,810,741
+788,900
+77% +$74.8M 0.28% 68
2025
Q3 		$97.6M Sell
1,021,841
-295,800
-22% -$28.1M 0.13% 166
2025
Q2 		$120M Buy
1,317,641
+597,000
+83% +$50M 0.16% 132
2025
Q1 		$56.4M Sell
720,641
-366,400
-34% -$28.8M 0.09% 286
2024
Q4 		$80.5M Buy
1,087,041
+147,852
+16% +$11.1M 0.12% 206
2024
Q3 		$60.9M Buy
+939,189
New +$61.7M 0.09% 262
2023
Q4 		– Sell
-3,349,041
Closed -$184M – 4084
2023
Q3 		$184M Buy
3,349,041
+137,500
+4% +$8.31M 0.31% 53
2023
Q2 		$182M Buy
3,211,541
+2,423,728
+308% +$127M 0.26% 65
2023
Q1 		$41.3M Buy
+787,813
New +$57.7M 0.05% 403
2020
Q3 		– Sell
-2,841,500
Closed -$95.9M – 3644
2020
Q2 		$95.9M Buy
2,841,500
+408,500
+17% +$14.6M 0.08% 257
2020
Q1 		$81.8M Buy
2,433,000
+1,534,100
+171% +$64.4M 0.08% 257
2019
Q4 		$42.8M Buy
+898,900
New +$39.6M 0.03% 594
2019
Q3 		– Sell
-3,354,700
Closed -$135M – 3664
2019
Q2 		$135M Buy
3,354,700
+498,400
+17% +$21.7M 0.12% 182
2019
Q1 		$122M Buy
+2,856,300
New +$129M 0.11% 205
2018
Q4 		– Sell
-397,300
Closed -$19.5M – 3583
2018
Q3 		$19.5M Buy
+397,300
New +$20.3M 0.02% 953
2017
Q4 		– Sell
-53,500
Closed -$2.34M – 3487
2017
Q3 		$2.34M Buy
+53,500
New +$2.22M ﹤0.01% 2219
2016
Q2 		– Sell
-17,500
Closed -$490K – 3487
2016
Q1 		$490K Buy
+17,500
New +$462K ﹤0.01% 2851
2015
Q4 		– Sell
-1,021,700
Closed -$29.2M – 3410
2015
Q3 		$29.2M Buy
+1,021,700
New +$32.8M 0.07% 349
2015
Q1 		– Sell
-250,900
Closed -$7.58M – 3324
2014
Q4 		$7.58M Buy
+250,900
New +$7.13M 0.02% 1035

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

Jim Simons's SCHW Position: Q1 2026 in Review

Jim Simons sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 1,810,741 shares — an estimated $181M sold.

Jim Simons first reported a position in SCHW in Q4 2014 and held it in 19 quarters. The position peaked at $184M in Q3 2023. 2,327 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Jim Simons reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 1,810,741 Charles Schwab shares in Q1 2026, an estimated $181M.
  • Jim Simons first reported a position in Charles Schwab in Q4 2014 and held it in 19 quarters.
  • Jim Simons's Charles Schwab position peaked at $184M in Q3 2023.
  • 2,327 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.