Public Sector Pension Investment Board (PSP Investments)
SCHW

Public Sector Pension Investment Board (PSP Investments)’s Charles Schwab SCHW Stock Holding History

Public Sector Pension Investment Board (PSP Investments)’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 		$44.7M Sell
475,155
-150,233
-24% -$14.7M 0.14% 94
2025
Q4 		$62.5M Sell
625,388
-52,487
-8% -$4.98M 0.21% 70
2025
Q3 		$64.7M Buy
677,875
+274,358
+68% +$26M 0.24% 63
2025
Q2 		$36.8M Sell
403,517
-52,087
-11% -$4.36M 0.16% 88
2025
Q1 		$35.7M Sell
455,604
-65,321
-13% -$5.13M 0.15% 98
2024
Q4 		$38.6M Buy
520,925
+261,158
+101% +$19.5M 0.16% 97
2024
Q3 		$16.8M Buy
259,767
+6,585
+3% +$433K 0.09% 132
2024
Q2 		$18.7M Buy
253,182
+18,979
+8% +$1.4M 0.12% 116
2024
Q1 		$16.9M Buy
234,203
+1,866
+0.8% +$123K 0.12% 115
2023
Q4 		$16M Sell
232,337
-114,075
-33% -$6.59M 0.12% 108
2023
Q3 		$19M Buy
346,412
+17,781
+5% +$1.07M 0.14% 110
2023
Q2 		$18.6M Sell
328,631
-17,515
-5% -$917K 0.13% 129
2023
Q1 		$18.1M Buy
346,146
+93
+0% +$6.81K 0.13% 129
2022
Q4 		$28.8M Buy
346,053
+46,775
+16% +$3.63M 0.22% 84
2022
Q3 		$21.5M Sell
299,278
-120,790
-29% -$8.39M 0.18% 101
2022
Q2 		$26.5M Buy
420,068
+209,121
+99% +$14.4M 0.22% 88
2022
Q1 		$17.8M Sell
210,947
-39,910
-16% -$3.51M 0.11% 149
2021
Q4 		$21.1M Sell
250,857
-2,420
-1% -$196K 0.11% 150
2021
Q3 		$18.4M Buy
253,277
+18,160
+8% +$1.3M 0.11% 174
2021
Q2 		$17.1M Buy
235,117
+93,600
+66% +$6.62M 0.1% 159
2021
Q1 		$9.22M Buy
141,517
+24,380
+21% +$1.48M 0.06% 277
2020
Q4 		$6.21M Sell
117,137
-23,040
-16% -$1.04M 0.05% 365
2020
Q3 		$5.08M Buy
140,177
+26,546
+23% +$924K 0.04% 406
2020
Q2 		$3.83M Sell
113,631
-696
-0.6% -$24.9K 0.04% 475
2020
Q1 		$3.84M Sell
114,327
-84,050
-42% -$3.53M 0.04% 374
2019
Q4 		$9.44M Sell
198,377
-27,550
-12% -$1.21M 0.06% 312
2019
Q3 		$9.45M Buy
225,927
+70,733
+46% +$2.85M 0.06% 267
2019
Q2 		$6.24M Buy
155,194
+56,100
+57% +$2.44M 0.05% 335
2019
Q1 		$4.24M Buy
99,094
+37,200
+60% +$1.68M 0.04% 374
2018
Q4 		$2.57M Buy
61,894
+5,400
+10% +$244K 0.02% 512
2018
Q3 		$2.78M Sell
56,494
-11,000
-16% -$562K 0.02% 498
2018
Q2 		$3.45M Buy
67,494
+800
+1% +$44.3K 0.02% 370
2018
Q1 		$3.48M Sell
66,694
-187,653
-74% -$10.1M 0.02% 321
2017
Q4 		$13.1M Buy
254,347
+190,753
+300% +$8.96M 0.08% 208
2017
Q3 		$2.78M Sell
63,594
-75,155
-54% -$3.12M 0.01% 417
2017
Q2 		$5.96M Sell
138,749
-537,800
-79% -$21.5M 0.05% 285
2017
Q1 		$27.6M Buy
676,549
+59,900
+10% +$2.47M 0.25% 72
2016
Q4 		$24.3M Buy
616,649
+346,600
+128% +$12.4M 0.24% 91
2016
Q3 		$8.53M Buy
270,049
+42,100
+18% +$1.23M 0.09% 241
2016
Q2 		$5.77M Buy
227,949
+33,400
+17% +$949K 0.06% 266
2016
Q1 		$5.45M Sell
194,549
-111,400
-36% -$2.94M 0.06% 244
2015
Q4 		$10.1M Sell
305,949
-9,400
-3% -$297K 0.08% 209
2015
Q3 		$9.01M Sell
315,349
-82,500
-21% -$2.65M 0.08% 216
2015
Q2 		$13M Sell
397,849
-2,500
-0.6% -$79K 0.09% 218
2015
Q1 		$12.2M Buy
400,349
+11,300
+3% +$328K 0.09% 209
2014
Q4 		$11.7M Sell
389,049
-33,700
-8% -$958K 0.08% 222
2014
Q3 		$12.4M Sell
422,749
-18,100
-4% -$512K 0.08% 226
2014
Q2 		$11.9M Buy
440,849
+13,007
+3% +$341K 0.07% 252
2014
Q1 		$11.7M Sell
427,842
-3,100
-0.7% -$81K 0.07% 229
2013
Q4 		$11.2M Buy
430,942
+45,500
+12% +$1.09M 0.07% 239
2013
Q3 		$8.15M Buy
385,442
+6,700
+2% +$146K 0.05% 266
2013
Q2 		$8.04M Buy
+378,742
New +$7M 0.06% 242

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Public Sector Pension Investment Board (PSP Investments)'s SCHW Position: Q1 2026 in Review

Public Sector Pension Investment Board (PSP Investments) reduced its Charles Schwab (SCHW) stake by 24% in Q1 2026, selling an estimated $14.7M and leaving 475,155 shares worth $44.7M. The position accounts for 0.14% of the portfolio, ranked #94.

Public Sector Pension Investment Board (PSP Investments) first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $64.7M in Q3 2025. 2,327 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Public Sector Pension Investment Board (PSP Investments) held 475,155 shares of Charles Schwab worth $44.7M as of Q1 2026.
  • Public Sector Pension Investment Board (PSP Investments) sold 150,233 Charles Schwab shares in Q1 2026, an estimated $14.7M.
  • Charles Schwab made up 0.14% of Public Sector Pension Investment Board (PSP Investments)'s portfolio in Q1 2026, its #94 holding.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • Public Sector Pension Investment Board (PSP Investments)'s Charles Schwab position peaked at $64.7M in Q3 2025.
  • 2,327 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q1 2026, filed 13 May 2026.