SG
SCHW

StoneX Group’s Charles Schwab SCHW Stock Holding History

StoneX Group’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 		$931K Sell
10,091
-895
-8% -$81.6K 0.04% 379
2026
Q1 		$1.03M Sell
10,986
-8,875
-45% -$870K 0.06% 254
2025
Q4 		$1.98M Buy
19,861
+297
+2% +$28.2K 0.09% 185
2025
Q3 		$1.87M Buy
19,564
+447
+2% +$42.4K 0.08% 202
2025
Q2 		$1.74M Sell
19,117
-1,172
-6% -$98.1K 0.08% 207
2025
Q1 		$1.59M Buy
20,289
+2,708
+15% +$213K 0.09% 204
2024
Q4 		$1.3M Buy
17,581
+3,939
+29% +$295K 0.07% 233
2024
Q3 		$884K Buy
13,642
+1,370
+11% +$90K 0.06% 242
2024
Q2 		$904K Buy
12,272
+2,434
+25% +$180K 0.07% 219
2024
Q1 		$712K Buy
9,838
+2,925
+42% +$193K 0.06% 252
2023
Q4 		$476K Buy
6,913
+1,164
+20% +$67.2K 0.05% 315
2023
Q3 		$316K Buy
5,749
+378
+7% +$22.8K 0.03% 382
2023
Q2 		$304K Buy
5,371
+524
+11% +$27.4K 0.03% 396
2023
Q1 		$254K Buy
4,847
+2,027
+72% +$148K 0.03% 454
2022
Q4 		$235K Buy
2,820
+4
+0.1% +$310 0.03% 450
2022
Q3 		$202K Sell
2,816
-3,632
-56% -$252K 0.03% 452
2022
Q2 		$407K Buy
6,448
+3,835
+147% +$264K 0.05% 335
2022
Q1 		$220K Sell
2,613
-864
-25% -$76K 0.02% 555
2021
Q4 		$292K Buy
+3,477
New +$281K 0.03% 415

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

StoneX Group's SCHW Position: Q2 2026 in Review

StoneX Group reduced its Charles Schwab (SCHW) stake by 8.1% in Q2 2026, selling an estimated $81.6K and leaving 10,091 shares worth $931K. The position accounts for 0.04% of the portfolio, ranked #379.

StoneX Group first reported a position in SCHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q4 2025. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • StoneX Group held 10,091 shares of Charles Schwab worth $931K as of Q2 2026.
  • StoneX Group sold 895 Charles Schwab shares in Q2 2026, an estimated $81.6K.
  • Charles Schwab made up 0.04% of StoneX Group's portfolio in Q2 2026, its #379 holding.
  • StoneX Group first reported a position in Charles Schwab in Q4 2021 and has held it in 19 quarters since.
  • StoneX Group's Charles Schwab position peaked at $1.98M in Q4 2025.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.