Point72 Asset Management’s Charles Schwab SCHW Stock Holding History

Point72 Asset Management’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 Q1	$17.8M	Buy	189,600 +24,700	+15%	+$2.42M	0.02%	869
2025 Q4	$16.5M	Buy	164,900 +80,600	+96%	+$7.65M	0.02%	1018
2025 Q3	$8.05M	Buy	84,300 +58,400	+225%	+$5.54M	0.01%	891
2025 Q2	$2.36M	Sell	25,900 -162,600	-86%	-$13.6M	﹤0.01%	1231
2025 Q1	$14.8M	Buy	188,500 +45,100	+31%	+$3.54M	0.03%	537
2024 Q4	$10.6M	Buy	143,400 +30,700	+27%	+$2.3M	0.02%	677
2024 Q3	$7.3M	Buy	+112,700	New	+$7.4M	0.02%	768
2023 Q1	–	Sell	-9,100	Closed	-$758K	–	2511
2022 Q4	$758K	Hold	9,100	–	–	﹤0.01%	1090
2022 Q3	$654K	Buy	+9,100	New	+$632K	﹤0.01%	1126
2016 Q2	–	Sell	-100,000	Closed	-$2.8M	–	863
2016 Q1	$2.8M	Buy	+100,000	New	+$2.64M	0.02%	525

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Point72 Asset Management's SCHW Position: Q1 2026 in Review

Point72 Asset Management reduced its Charles Schwab (SCHW) stake by 91% in Q1 2026, selling an estimated $236M and leaving 240,702 shares worth $22.6M. The position accounts for 0.03% of the portfolio, ranked #738.

Point72 Asset Management first reported a position in SCHW in Q1 2020 and has held it in 15 quarters since. The position peaked at $264M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Point72 Asset Management held 240,702 shares of Charles Schwab worth $22.6M as of Q1 2026.
Point72 Asset Management sold 2,402,088 Charles Schwab shares in Q1 2026, an estimated $236M.
Charles Schwab made up 0.03% of Point72 Asset Management's portfolio in Q1 2026, its #738 holding.
Point72 Asset Management first reported a position in Charles Schwab in Q1 2020 and has held it in 15 quarters since.
Point72 Asset Management's Charles Schwab position peaked at $264M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.