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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
Stifel Financial
151
Stifel Financial
Missouri
$102M -$3.17M -34,721 -3%
IIP
152
Intermede Investment Partners
United Kingdom
$101M -$3.9M -42,756 -4%
Retirement Systems of Alabama
153
Retirement Systems of Alabama
Alabama
$101M -$3.27M -35,857 -3%
ERSOT
154
Employees Retirement System of Texas
Texas
$97.7M -$1.6M -17,500 -2%
Ninety One (UK)
155
Ninety One (UK)
United Kingdom
$97.1M +$43.3M +474,320 +82%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$96.2M +$29.9M +327,600 +46%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$95.5M +$7.18M +78,788 +8%
SO
158
STRS Ohio
Ohio
$94.1M -$1.3M -14,300 -1%
Boston Partners
159
Boston Partners
Massachusetts
$92.2M -$409M -4,487,694 -82%
SAM
160
Storebrand Asset Management
Norway
$92M +$24.3K +267 +0%
CIC
161
Crawford Investment Counsel
Georgia
$88.3M -$2.71M -29,684 -3%
GT
162
Glenmede Trust
Pennsylvania
$87.6M +$7.77M +85,237 +10%
Robeco Institutional Asset Management
163
Robeco Institutional Asset Management
Netherlands
$86.3M -$2.68M -29,350 -3%
NIG
164
NFJ Investment Group
Texas
$85.5M +$13.2M +144,693 +18%
Nomura Asset Management
165
Nomura Asset Management
Japan
$84.2M +$16.5M +181,264 +25%
QCM
166
Quantinno Capital Management
New York
$83.4M -$7.92M -86,887 -9%
Bank of Nova Scotia
167
Bank of Nova Scotia
Ontario, Canada
$82.4M +$38.5M +422,554 +90%
State of Wisconsin Investment Board
168
State of Wisconsin Investment Board
Wisconsin
$82.4M -$3.43M -37,598 -4%
Mitsubishi UFJ Trust & Banking
169
Mitsubishi UFJ Trust & Banking
Japan
$78.4M +$1.28M +13,992 +2%
MAM
170
Madison Asset Management
Wisconsin
$78.2M +$11.5M +126,038 +17%
NAMI
171
Nomura Asset Management International
Pennsylvania
$77.7M +$10.6M +116,415 +16%
Vanguard Investments Australia
172
Vanguard Investments Australia
Australia
$77.7M +$213K +2,341 +0.3%
SCM
173
Snyder Capital Management
California
$77.4M -$176K -1,935 -0.2%
Swedbank
174
Swedbank
Sweden
$76.7M +$3.24M +35,490 +4%
CS
175
Candriam SCA
Luxembourg
$75.8M +$5.23M +57,352 +8%

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.