PC
SCHW

PointState Capital’s Charles Schwab SCHW Stock Holding History

PointState Capital’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
2024
Q2 		– Sell
-500,000
Closed -$36.2M – 84
2024
Q1 		$36.2M Sell
500,000
-500,000
-50% -$32.9M 0.62% 40
2023
Q4 		$68.8M Buy
+1,000,000
New +$57.8M 1.66% 23

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

PointState Capital's SCHW Position: Q1 2026 in Review

PointState Capital sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 2,408,147 shares — an estimated $241M sold.

PointState Capital first reported a position in SCHW in Q2 2013 and held it in 14 quarters. The position peaked at $241M in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • PointState Capital reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • PointState Capital sold 2,408,147 Charles Schwab shares in Q1 2026, an estimated $241M.
  • PointState Capital first reported a position in Charles Schwab in Q2 2013 and held it in 14 quarters.
  • PointState Capital's Charles Schwab position peaked at $241M in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on PointState Capital's 13F filing for Q1 2026, filed 15 May 2026.