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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
MG
126
Markel Group
Virginia
$129M +$1M +11,000 +0.8%
PPF
127
PFA Pension Forsikringsaktieselskab
$128M +$24.4M +267,067 +24%
VNIM
128
Vaughan Nelson Investment Management
Texas
$123M -$3.37M -36,975 -3%
RP
129
Regal Partners
Australia
$122M +$88.3M +967,985 +272%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$121M -$2.06M -22,570 -2%
Universal-Beteiligungs- und Servicegesellschaft
131
Universal-Beteiligungs- und Servicegesellschaft
Germany
$121M +$4.15M +45,514 +4%
LIP
132
Liontrust Investment Partners
United Kingdom
$120M +$9.36M +102,662 +9%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$118M +$14.3M +156,372 +14%
Truist Financial
134
Truist Financial
North Carolina
$118M -$4.34M -47,615 -4%
Parnassus Investments
135
Parnassus Investments
California
$116M -$2.4M -26,304 -2%
New York State Teachers Retirement System (NYSTRS)
136
New York State Teachers Retirement System (NYSTRS)
New York
$115M -$392K -4,299 -0.3%
Federated Hermes
137
Federated Hermes
Pennsylvania
$115M -$8.91M -97,728 -7%
Millennium Management
138
Millennium Management
New York
$115M +$54.2M +593,902 +91%
Victory Capital Management
139
Victory Capital Management
Texas
$114M +$9.86M +108,117 +10%
APG Asset Management
140
APG Asset Management
Netherlands
$111M +$31.9M +349,872 +34%
HF
141
HRT Financial
New York
$111M +$64.6M +707,948 +142%
FPP
142
Findlay Park Partners
United Kingdom
$111M -$3.71M -40,700 -3%
AssetMark Inc
143
AssetMark Inc
California
$110M +$7.12M +78,056 +7%
TIM
144
Thornburg Investment Management
New Mexico
$108M +$32.9M +360,891 +45%
PPC
145
Park Presidio Capital
California
$108M -$11.1M -121,221 -9%
JWBC
146
John W. Bristol & Co
New York
$107M -$1.01M -11,041 -0.9%
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$106M +$27.4M +300,122 +35%
Schroder Investment Management Group
148
Schroder Investment Management Group
United Kingdom
$106M -$4.85M -53,164 -4%
Korea Investment Corp
149
Korea Investment Corp
South Korea
$105M -$6.76M -74,100 -6%
Adage Capital Partners
150
Adage Capital Partners
Massachusetts
$103M -$50.1M -549,300 -33%

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.