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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
Connor, Clark & Lunn Investment Management (CC&L)
76
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$247M +$56.4M +618,757 +30%
Prudential Financial
77
Prudential Financial
New Jersey
$240M +$6.62M +72,621 +3%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$236M -$16.4M -180,031 -7%
FWIA
79
Fort Washington Investment Advisors
Ohio
$235M +$814K +8,921 +0.4%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$234M -$20.8M -227,617 -8%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$231M +$22.3M +244,382 +11%
DCP
82
D1 Capital Partners
New York
$228M +$9.96M +109,200 +5%
SG Americas Securities
83
SG Americas Securities
New York
$222M +$82.1M +900,407 +60%
Mariner
84
Mariner
Kansas
$219M +$23.2M +254,501 +12%
FMI
85
Fiduciary Management Inc
Wisconsin
$212M -$107M -1,169,778 -34%
US Bancorp
86
US Bancorp
Minnesota
$211M -$20.3K -223 -0%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$210M -$11.8M -129,088 -5%
ClearBridge Investments
88
ClearBridge Investments
New York
$209M -$155M -1,694,848 -43%
Natixis Advisors
89
Natixis Advisors
Massachusetts
$208M -$29.8M -326,532 -13%
DCP
90
Darsana Capital Partners
New York
$208M
Russell Investments Group
91
Russell Investments Group
United Kingdom
$205M +$16.1M +176,186 +9%
Lord, Abbett & Co
92
Lord, Abbett & Co
New Jersey
$204M -$99.9M -1,095,251 -33%
ROIC
93
Route One Investment Company
California
$202M +$46.3M +507,650 +30%
Jane Street
94
Jane Street
New York
$201M +$65.2M +714,880 +49%
Citigroup
95
Citigroup
New York
$199M +$20.8M +228,152 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
96
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$196M +$173M +1,892,740 +833%
JT
97
Jupiter Topco
New York
$195M +$193M +2,113,238 New
Man Group
98
Man Group
United Kingdom
$190M +$130M +1,427,569 +224%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$188M -$493K -5,406 -0.3%
BMO
100
Beck Mack & Oliver
New York
$186M -$2.42M -26,555 -1%

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.