PTJ
SCHW

Paul Tudor Jones’s Charles Schwab SCHW Stock Holding History

Paul Tudor Jones’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 		$5.7M Buy
61,800
+55,000
+809% +$5.02M 0.01% 1190
2026
Q1 		$639K Sell
6,800
-8,500
-56% -$834K ﹤0.01% 2658
2025
Q4 		$1.53M Sell
15,300
-49,100
-76% -$4.66M ﹤0.01% 2003
2025
Q3 		$6.15M Sell
64,400
-22,300
-26% -$2.12M 0.01% 1051
2025
Q2 		$7.91M Buy
86,700
+78,500
+957% +$6.57M 0.02% 797
2025
Q1 		$642K Sell
8,200
-10,100
-55% -$793K ﹤0.01% 2122
2024
Q4 		$1.35M Buy
18,300
+3,500
+24% +$262K 0.01% 1520
2024
Q3 		$959K Buy
14,800
+8,800
+147% +$578K ﹤0.01% 1644
2024
Q2 		$442K Sell
6,000
-114,700
-95% -$8.47M ﹤0.01% 1855
2024
Q1 		$8.73M Sell
120,700
-117,800
-49% -$7.76M 0.06% 405
2023
Q4 		$16.4M Buy
+238,500
New +$13.8M 0.13% 169
2023
Q2 		– Sell
-5,700
Closed -$298K – 2874
2023
Q1 		$298K Buy
5,700
+500
+10% +$36.6K ﹤0.01% 1939
2022
Q4 		$433K Buy
+5,200
New +$404K 0.01% 1680
2022
Q3 		– Sell
-12,200
Closed -$771K – 2654
2022
Q2 		$771K Buy
12,200
+3,700
+44% +$255K 0.02% 1029
2022
Q1 		$715K Buy
8,500
+2,400
+39% +$211K 0.02% 1070
2021
Q4 		$513K Sell
6,100
-13,800
-69% -$1.12M 0.01% 1448
2021
Q3 		$1.45M Buy
+19,900
New +$1.42M 0.02% 917
2016
Q3 		– Sell
-11,200
Closed -$283K – 1687
2016
Q2 		$283K Buy
+11,200
New +$318K 0.01% 1202
2016
Q1 		– Sell
-49,600
Closed -$1.63M – 1946
2015
Q4 		$1.63M Buy
+49,600
New +$1.57M 0.05% 260

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

Paul Tudor Jones's SCHW Position: Q2 2026 in Review

Paul Tudor Jones increased its Charles Schwab (SCHW) stake by 97% in Q2 2026, buying an estimated $22.9M and bringing the position to 511,257 shares worth $47.2M. The position accounts for 0.07% of the portfolio, ranked #212.

Paul Tudor Jones first reported a position in SCHW in Q3 2013 and has held it in 24 quarters since. 2,302 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Paul Tudor Jones held 511,257 shares of Charles Schwab worth $47.2M as of Q2 2026.
  • Paul Tudor Jones bought 251,257 Charles Schwab shares in Q2 2026, an estimated $22.9M.
  • Charles Schwab made up 0.07% of Paul Tudor Jones's portfolio in Q2 2026, its #212 holding.
  • Paul Tudor Jones first reported a position in Charles Schwab in Q3 2013 and has held it in 24 quarters since.
  • 2,302 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Tudor Investment Corp's 13F filing for Q2 2026, filed 14 Aug 2026.