Two Sigma Advisers
SCHW

Two Sigma Advisers’s Charles Schwab SCHW Stock Holding History

Two Sigma Advisers’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
2014
Q4 		– Sell
-10,000
Closed -$294K – 2736
2014
Q3 		$294K Buy
+10,000
New +$283K ﹤0.01% 1879
2014
Q2 		– Sell
-11,000
Closed -$301K – 2662
2014
Q1 		$301K Sell
11,000
-23,000
-68% -$601K ﹤0.01% 1870
2013
Q4 		$884K Sell
34,000
-22,000
-39% -$525K 0.01% 1205
2013
Q3 		$1.18M Buy
56,000
+11,600
+26% +$252K 0.01% 878
2013
Q2 		$943K Buy
+44,400
New +$820K 0.01% 903

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

Two Sigma Advisers's SCHW Position: Q1 2026 in Review

Two Sigma Advisers sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 6,283,895 shares — an estimated $628M sold.

Two Sigma Advisers first reported a position in SCHW in Q2 2014 and held it in 31 quarters. The position peaked at $628M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Two Sigma Advisers reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Advisers sold 6,283,895 Charles Schwab shares in Q1 2026, an estimated $628M.
  • Two Sigma Advisers first reported a position in Charles Schwab in Q2 2014 and held it in 31 quarters.
  • Two Sigma Advisers's Charles Schwab position peaked at $628M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.