JT
SCHW

Jupiter Topco’s Charles Schwab SCHW Stock Holding History

Jupiter Topco’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 		$195M Buy
+2,113,238
New +$193M 0.08% 224

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Jupiter Topco's SCHW Position: Q2 2026 in Review

Jupiter Topco opened a new position in Charles Schwab (SCHW) in Q2 2026: 2,113,238 shares worth $195M. The stake represents 0.08% of the portfolio and ranks #224 among its holdings.

2,201 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Jupiter Topco held 2,113,238 shares of Charles Schwab worth $195M as of Q2 2026.
  • Charles Schwab was a new Jupiter Topco position in Q2 2026.
  • Charles Schwab made up 0.08% of Jupiter Topco's portfolio in Q2 2026, its #224 holding.
  • 2,201 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.