Man Group
SCHW

Man Group’s Charles Schwab SCHW Stock Holding History

Man Group’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
2021
Q4 		– Sell
-1,200
Closed -$87K – 2085
2021
Q3 		$87K Sell
1,200
-300
-20% -$21.4K ﹤0.01% 1819
2021
Q2 		$109K Buy
+1,500
New +$106K ﹤0.01% 1856

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Man Group's SCHW Position: Q1 2026 in Review

Man Group reduced its Charles Schwab (SCHW) stake by 49% in Q1 2026, selling an estimated $60.3M and leaving 636,197 shares worth $59.8M. The position accounts for 0.11% of the portfolio, ranked #203.

Man Group first reported a position in SCHW in Q1 2018 and has held it in 30 quarters since. The position peaked at $139M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Man Group held 636,197 shares of Charles Schwab worth $59.8M as of Q1 2026.
  • Man Group sold 614,891 Charles Schwab shares in Q1 2026, an estimated $60.3M.
  • Charles Schwab made up 0.11% of Man Group's portfolio in Q1 2026, its #203 holding.
  • Man Group first reported a position in Charles Schwab in Q1 2018 and has held it in 30 quarters since.
  • Man Group's Charles Schwab position peaked at $139M in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Man Group's 13F filing for Q1 2026, filed 15 May 2026.