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SCHW

Charles Schwab

2,302 hedge funds and large institutions have $133B invested in Charles Schwab in 2026 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 900 increasing their positions, 954 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.1% more ownership

Funds ownership: 80.54%82.64% (+2.1%)

6% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 159

0% less capital invested

Capital invested by funds: $133B → $133B (-$19.6M)

6% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 954

10% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.64B

1% less funds holding

Funds holding: 2,3322,302 (-30)

23% less funds holding in top 10

Funds holding in top 10: 8162 (-19)

Holders
2,302
Holders Change
-30
Holders Change %
-1.29%
% of All Funds
27.81%
Holding in Top 10
62
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-23.46%
% of All Funds
0.75%
New
169
Increased
900
Reduced
954
Closed
159
Calls
$1.48B
Puts
$1.64B
Net Calls
-$156M
Net Calls Change
+$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Flossbach Von Storch
26
Flossbach Von Storch
Germany
$988M +$3.39M +37,153 +0.3%
Viking Global Investors
27
Viking Global Investors
Connecticut
$982M -$367M -4,026,085 -27%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$968M -$517M -5,672,785 -35%
UBS Group
29
UBS Group
Switzerland
$887M +$350M +3,837,749 +66%
Charles Schwab
30
Charles Schwab
California
$874M -$10.7M -117,598 -1%
Legal & General Group
31
Legal & General Group
United Kingdom
$868M -$61M -668,530 -7%
Brown Advisory
32
Brown Advisory
Maryland
$860M +$16.1M +176,928 +2%
Vanguard Fiduciary Trust
33
Vanguard Fiduciary Trust
Pennsylvania
$850M -$19.2M -210,069 -2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$805M +$25.3M +276,987 +3%
Two Sigma Investments
35
Two Sigma Investments
New York
$777M +$280M +3,065,456 +57%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$735M +$687M +7,537,489 +1,738%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$704M +$427M +4,680,363 +159%
Amundi
38
Amundi
France
$632M +$115M +1,265,118 +23%
Deutsche Bank
39
Deutsche Bank
Germany
$614M +$122M +1,342,975 +25%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$582M +$51.7M +566,559 +10%
Nuveen
41
Nuveen
North Carolina
$543M -$11.2M -122,561 -2%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$533M +$289M +3,163,794 +121%
Barrow, Hanley, Mewhinney & Strauss
43
Barrow, Hanley, Mewhinney & Strauss
Texas
$526M +$422M +4,627,972 +430%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$514M -$4.65M -51,015 -0.9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$480M +$31.1M +341,299 +7%
American Century Companies
46
American Century Companies
Missouri
$455M +$215M +2,353,426 +91%
First Trust Advisors
47
First Trust Advisors
Illinois
$442M +$129M +1,417,946 +42%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$437M +$94.2M +1,032,446 +28%
RCG
49
Ruane, Cunniff & Goldfarb
New York
$422M -$13.1M -143,425 -3%
National Pension Service
50
National Pension Service
South Korea
$416M +$2.65M +29,028 +0.6%

SCHW Hedge Fund Activity: Q2 2026 in Review

2,302 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab (SCHW) for Q2 2026, worth a combined $133B — down 0.01% from $133B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new SCHW positions and 159 closed out — a net gain of 10 holders — while 900 added to existing stakes and 954 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $782M. The largest seller was JP Morgan Chase, cutting an estimated $2.25B.

  • 2,302 institutional investors held Charles Schwab (SCHW) as of Q2 2026, down from 2,332 in Q1 2026.
  • Funds reported $133B of Charles Schwab stock for Q2 2026, down 0.01% quarter-over-quarter.
  • 169 funds opened new Charles Schwab positions in Q2 2026 and 159 closed out, a net change of +10 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.