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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
BlackRock
1
BlackRock
New York
$12.4B +$115M +1,258,393 +0.9%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$9.9B -$93.4M -1,024,038 -0.9%
Dodge & Cox
3
Dodge & Cox
California
$7.1B +$179M +1,965,442 +3%
State Street
4
State Street
Massachusetts
$6.75B +$37.4M +410,506 +0.6%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.45B -$2.25B -24,682,956 -33%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.08B +$782M +8,577,286 +24%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$3.99B -$487M -5,345,090 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.43B -$128M -1,398,992 -4%
Franklin Resources
9
Franklin Resources
California
$3.37B +$424M +4,651,113 +15%
Vanguard Portfolio Management
10
Vanguard Portfolio Management
Pennsylvania
$2.48B +$28.9M +316,992 +1%
Primecap Management
11
Primecap Management
California
$2.32B +$153M +1,678,980 +7%
Harris Associates
12
Harris Associates
Illinois
$2.23B +$218M +2,388,995 +11%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$2.13B -$106M -1,165,581 -8%
Morgan Stanley
14
Morgan Stanley
New York
$2.1B +$69.3M +759,611 +3%
Norges Bank
15
Norges Bank
Norway
$2.09B +$2.07B +22,658,390 New
Fisher Asset Management
16
Fisher Asset Management
Washington
$2.03B -$24.3M -266,029 -1%
Artisan Partners
17
Artisan Partners
Wisconsin
$1.75B +$135M +1,479,668 +8%
Bank of America
18
Bank of America
North Carolina
$1.48B +$33.8M +370,114 +2%
Northern Trust
19
Northern Trust
Illinois
$1.47B -$37.2M -408,284 -2%
Invesco
20
Invesco
Georgia
$1.21B -$353M -3,866,270 -23%
Goldman Sachs
21
Goldman Sachs
New York
$1.17B +$116M +1,274,826 +11%
Ameriprise
22
Ameriprise
Minnesota
$1.16B +$343M +3,757,133 +43%
UBS AM
23
UBS AM
Illinois
$1.09B -$2.91M -31,907 -0.3%
BAMCO Inc
24
BAMCO Inc
New York
$1.08B +$382M +4,191,378 +56%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.06B -$119M -1,302,810 -10%

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.