JF
SCHW

Jump Financial’s Charles Schwab SCHW Stock Holding History

Jump Financial’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 		$28.3M Buy
306,759
+124,381
+68% +$11.3M 0.23% 68
2026
Q1 		$17.1M Sell
182,378
-241,624
-57% -$23.7M 0.23% 99
2025
Q4 		$42.4M Buy
424,002
+218,724
+107% +$20.8M 0.52% 18
2025
Q3 		$19.6M Buy
205,278
+111,450
+119% +$10.6M 0.23% 97
2025
Q2 		$8.56M Buy
+93,828
New +$7.86M 0.09% 279
2025
Q1 		– Sell
-261,728
Closed -$19.4M – 1975
2024
Q4 		$19.4M Sell
261,728
-78,669
-23% -$5.89M 0.4% 39
2024
Q3 		$22.1M Buy
340,397
+276,398
+432% +$18.2M 0.45% 32
2024
Q2 		$4.72M Buy
63,999
+38,704
+153% +$2.86M 0.09% 247
2024
Q1 		$1.83M Buy
+25,295
New +$1.67M 0.05% 494
2023
Q4 		– Sell
-7,677
Closed -$421K – 2192
2023
Q3 		$421K Buy
+7,677
New +$464K 0.02% 1105
2023
Q2 		– Sell
-139,286
Closed -$7.3M – 2119
2023
Q1 		$7.3M Buy
+139,286
New +$10.2M 0.3% 45
2022
Q3 		– Sell
-80,488
Closed -$5.09M – 1921
2022
Q2 		$5.09M Buy
80,488
+41,506
+106% +$2.86M 0.22% 79
2022
Q1 		$3.29M Buy
38,982
+34,824
+838% +$3.06M 0.14% 175
2021
Q4 		$349K Buy
+4,158
New +$336K 0.02% 813
2021
Q3 		– Sell
-32,975
Closed -$2.4M – 1456
2021
Q2 		$2.4M Buy
+32,975
New +$2.33M 0.23% 82
2021
Q1 		– Sell
-29,309
Closed -$1.55M – 1243
2020
Q4 		$1.55M Buy
29,309
+13,709
+88% +$621K 0.26% 65
2020
Q3 		$565K Buy
+15,600
New +$543K 0.11% 282

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 $3.37T AUM 44.26% 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

Jump Financial's SCHW Position: Q2 2026 in Review

Jump Financial increased its Charles Schwab (SCHW) stake by 68% in Q2 2026, buying an estimated $11.3M and bringing the position to 306,759 shares worth $28.3M. The position accounts for 0.23% of the portfolio, ranked #68.

Jump Financial first reported a position in SCHW in Q3 2020 and has held it in 17 quarters since. The position peaked at $42.4M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Jump Financial held 306,759 shares of Charles Schwab worth $28.3M as of Q2 2026.
  • Jump Financial bought 124,381 Charles Schwab shares in Q2 2026, an estimated $11.3M.
  • Charles Schwab made up 0.23% of Jump Financial's portfolio in Q2 2026, its #68 holding.
  • Jump Financial first reported a position in Charles Schwab in Q3 2020 and has held it in 17 quarters since.
  • Jump Financial's Charles Schwab position peaked at $42.4M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.