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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$183M -$36.7M -402,623 -17%
Renaissance Technologies
102
Renaissance Technologies
New York
$176M +$174M +1,911,141 New
CBU
103
CIBC Bancorp USA
Illinois
$173M -$15.2M -166,867 -8%
MIP
104
Mondrian Investment Partners
United Kingdom
$171M +$12.8M +140,763 +8%
LPL Financial
105
LPL Financial
California
$171M +$5.17M +56,711 +3%
BNP Paribas Asset Management
106
BNP Paribas Asset Management
France
$169M -$18.6M -204,483 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$163M -$93.4M -1,024,506 -37%
Assenagon Asset Management
108
Assenagon Asset Management
Luxembourg
$161M -$28.2M -309,250 -15%
Bank Julius Baer & Co
109
Bank Julius Baer & Co
Switzerland
$160M -$15.6M -171,596 -9%
GC
110
Giverny Capital
Quebec, Canada
$155M +$13.3M +145,361 +9%
CS
111
CapitalatWork SA
$155M +$10.8M +118,141 +8%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$153M -$10.7M -117,000 -7%
NPCM
113
North Peak Capital Management
New York
$152M +$40.6M +444,745 +37%
Aberdeen Group
114
Aberdeen Group
United Kingdom
$152M +$18.3M +201,192 +14%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$150M -$14.9M -162,977 -9%
DB
116
Danske Bank
Denmark
$149M -$6.25M -68,568 -4%
GIM
117
Generation Investment Management
United Kingdom
$149M -$103M -1,132,148 -41%
WorldQuant Millennium Advisors
118
WorldQuant Millennium Advisors
New York
$145M +$144M +1,576,199 New
Jones Financial Companies
119
Jones Financial Companies
Missouri
$143M -$11M -120,275 -7%
Cerity Partners
120
Cerity Partners
New York
$142M +$11.9M +130,872 +9%
SEI Investments
121
SEI Investments
Pennsylvania
$137M -$40.3M -442,136 -23%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$132M -$5.28M -57,863 -4%
Aviva
123
Aviva
United Kingdom
$132M -$4.8M -52,611 -4%
CLGM
124
Capitolis Liquid Global Markets
New York
$131M -$1.18M -12,972 -0.9%
Canada Life
125
Canada Life
Manitoba, Canada
$129M +$16.8M +184,049 +15%

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.