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 		$1.44M Sell
15,600
-68,200
-81% -$6.22M ﹤0.01% 2169
2026
Q1 		$7.88M Buy
83,800
+77,800
+1,297% +$7.63M 0.01% 882
2025
Q4 		$599K Buy
6,000
+1,300
+28% +$123K ﹤0.01% 2610
2025
Q3 		$449K Sell
4,700
-5,200
-53% -$494K ﹤0.01% 2758
2025
Q2 		$903K Sell
9,900
-10,400
-51% -$871K ﹤0.01% 2213
2025
Q1 		$1.59M Sell
20,300
-9,500
-32% -$746K 0.01% 1499
2024
Q4 		$2.21M Buy
29,800
+4,300
+17% +$322K 0.01% 1190
2024
Q3 		$1.65M Buy
25,500
+5,000
+24% +$328K 0.01% 1316
2024
Q2 		$1.51M Buy
20,500
+10,200
+99% +$753K 0.01% 1238
2024
Q1 		$745K Sell
10,300
-369,800
-97% -$24.4M ﹤0.01% 1472
2023
Q4 		$26.2M Buy
380,100
+367,000
+2,802% +$21.2M 0.21% 69
2023
Q3 		$719K Buy
+13,100
New +$792K 0.01% 1488
2023
Q2 		– Sell
-6,400
Closed -$335K – 2875
2023
Q1 		$335K Sell
6,400
-5,100
-44% -$373K 0.01% 1854
2022
Q4 		$958K Buy
+11,500
New +$893K 0.02% 1131
2022
Q3 		– Sell
-9,600
Closed -$606K – 2656
2022
Q2 		$606K Buy
+9,600
New +$662K 0.02% 1170
2022
Q1 		– Sell
-6,400
Closed -$538K – 2590
2021
Q4 		$538K Sell
6,400
-3,300
-34% -$267K 0.01% 1410
2021
Q3 		$706K Buy
+9,700
New +$693K 0.01% 1413
2016
Q3 		– Sell
-26,800
Closed -$678K – 1688
2016
Q2 		$678K Buy
26,800
+10,600
+65% +$301K 0.01% 643
2016
Q1 		$454K Buy
16,200
+4,500
+38% +$119K 0.01% 1014
2015
Q4 		$385K Buy
+11,700
New +$370K 0.01% 1076

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.