PAMP
SCHW

Polar Asset Management Partners’s Charles Schwab SCHW Stock Holding History

Polar Asset Management Partners’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 		$3.64M Sell
38,685
-104,115
-73% -$10.2M 0.07% 266
2025
Q4 		$14.3M Buy
+142,800
New +$13.5M 0.18% 101
2025
Q3 		– Sell
-11,100
Closed -$1.01M – 789
2025
Q2 		$1.01M Buy
+11,100
New +$929K 0.02% 372
2020
Q3 		– Sell
-5,975
Closed -$202K – 696
2020
Q2 		$202K Buy
+5,975
New +$214K ﹤0.01% 433

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

Polar Asset Management Partners's SCHW Position: Q1 2026 in Review

Polar Asset Management Partners reduced its Charles Schwab (SCHW) stake by 73% in Q1 2026, selling an estimated $10.2M and leaving 38,685 shares worth $3.64M. The position accounts for 0.07% of the portfolio, ranked #266.

Polar Asset Management Partners first reported a position in SCHW in Q2 2020 and has held it in 4 quarters since. The position peaked at $14.3M in Q4 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Polar Asset Management Partners held 38,685 shares of Charles Schwab worth $3.64M as of Q1 2026.
  • Polar Asset Management Partners sold 104,115 Charles Schwab shares in Q1 2026, an estimated $10.2M.
  • Charles Schwab made up 0.07% of Polar Asset Management Partners's portfolio in Q1 2026, its #266 holding.
  • Polar Asset Management Partners first reported a position in Charles Schwab in Q2 2020 and has held it in 4 quarters since.
  • Polar Asset Management Partners's Charles Schwab position peaked at $14.3M in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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