Charles Schwab
SCHW
2,307 hedge funds and large institutions have $134B invested in Charles Schwab in 2026 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 902 increasing their positions, 957 reducing their positions, and 160 closing their positions.
2.24% more ownership
Funds ownership: 80.56% → 82.8% (+2.2%)
6% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 160
0% more capital invested
Capital invested by funds: $133B → $134B (+$224M)
6% less repeat investments, than reductions
Existing positions increased: 902 | Existing positions reduced: 957
10% less call options, than puts
Call options by funds: $1.48B | Put options by funds: $1.64B
1% less funds holding
Funds holding: 2,335 → 2,307 (-28)
23% less funds holding in top 10
Funds holding in top 10: 81 → 62 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$782M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$687M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$427M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$424M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$422M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.25B |
| 2 |
Bank of New York Mellon
New York
|
-$517M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$487M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$409M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$372M |
SCHW Hedge Fund Activity: Q2 2026 in Review
2,307 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2026, worth a combined $134B — up 0.17% from $133B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new SCHW positions and 160 closed out — a net gain of 9 holders — while 902 added to existing stakes and 957 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $782M. The largest seller was JP Morgan Chase, cutting an estimated $2.25B.
- 2,307 institutional investors held Charles Schwab (SCHW) as of Q2 2026, down from 2,335 in Q1 2026.
- Funds reported $134B of Charles Schwab stock for Q2 2026, up 0.17% quarter-over-quarter.
- 169 funds opened new Charles Schwab positions in Q2 2026 and 160 closed out, a net change of +9 holders.
- The largest Charles Schwab buyer in Q2 2026 was Fidelity Investments, an estimated $782M added.
- The largest Charles Schwab seller in Q2 2026 was JP Morgan Chase, an estimated $2.25B sold.
Based on aggregated 13F filings for Q2 2026.