Charles Schwab Corporation: which funds bought and sold
Institutions that bought and sold Charles Schwab shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 1,042 institutions that filed 13F reports for both quarters added to or opened positions in Charles Schwab, and 1,110 cut or closed them. Together they added a net 8.2M shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 31.4M shares (+7.2%); index fund managers were net sellers of 1.2M shares (−0.3%). 144 opened a new position and 158 sold out entirely.
Bought, Q2 2026 1,042 institutions, 144 of them new holders Sold, Q2 2026 1,110 institutions, 158 of them sold out
Net change, all compared +8.2M shares (+0.6%)
Net change, active managers +31.4M shares (+7.2%), 59 bought, 71 sold
Buyers versus sellers
1,042 bought 279 1,110 sold
Active managers and hedge funds 59 bought · 71 sold · +31.4M
Index fund managers 5 bought · 7 sold · −1.2M
Other institutions 978 bought · 1,032 sold · −22.0M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +8.6M +24.0% | 44.3M | $4.1B |
| Wellington Management Group LLP Active manager | +7.5M +1738.3% | 8.0M | $735M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +4.7M +158.5% | 7.6M | $704M |
| Franklin Resources Inc Active manager | +4.7M +14.6% | 36.5M | $3.4B |
| Barrow Hanley Mewhinney & Strauss LLC Active manager | +4.6M +430.4% | 5.7M | $526M |
| BAMCO Inc Active manager | +4.2M +56.2% | 11.7M | $1.1B |
| UBS Group AG | +3.8M +66.4% | 9.6M | $887M |
| Ameriprise Financial Inc | +3.8M +42.8% | 12.5M | $1.2B |
| D. E. Shaw & Co., Inc. Hedge fund | +3.2M +120.9% | 5.8M | $533M |
| Two Sigma Investments, LP Hedge fund | +3.1M +57.2% | 8.4M | $777M |
| Harris Associates L P Active manager | +2.4M +11.0% | 24.2M | $2.2B |
| American Century Companies Inc Active manager | +2.4M +91.1% | 4.9M | $455M |
| AQR Capital Management LLC Hedge fund | +2.0M +100.8% | 4.0M | $371M |
| Dodge & Cox Active manager | +2.0M +2.6% | 77.0M | $7.1B |
| Renaissance Technologies LLC Hedge fund | +1.9M New position | 1.9M | $176M |
| Caisse De Depot Et Placement Du Quebec | +1.9M +833.1% | 2.1M | $196M |
| Primecap Management Co Active manager | +1.7M +7.2% | 25.1M | $2.3B |
| Van Eck Associates Corp | +1.6M +85.2% | 3.4M | $317M |
| Worldquant Millennium Advisors LLC Hedge fund | +1.6M New position | 1.6M | $145M |
| Artisan Partners Limited Partnership Active manager | +1.5M +8.5% | 18.9M | $1.7B |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +8.6M +24.0% | 44.3M | $4.1B |
| Wellington Management Group LLP Active manager | +7.5M +1738.3% | 8.0M | $735M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +4.7M +158.5% | 7.6M | $704M |
| Franklin Resources Inc Active manager | +4.7M +14.6% | 36.5M | $3.4B |
| Barrow Hanley Mewhinney & Strauss LLC Active manager | +4.6M +430.4% | 5.7M | $526M |
| BAMCO Inc Active manager | +4.2M +56.2% | 11.7M | $1.1B |
| D. E. Shaw & Co., Inc. Hedge fund | +3.2M +120.9% | 5.8M | $533M |
| Two Sigma Investments, LP Hedge fund | +3.1M +57.2% | 8.4M | $777M |
| Harris Associates L P Active manager | +2.4M +11.0% | 24.2M | $2.2B |
| American Century Companies Inc Active manager | +2.4M +91.1% | 4.9M | $455M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jpmorgan Chase & Co | −24.7M −33.4% | 49.2M | $4.5B |
| Bank Of New York Mellon Corp | −5.7M −35.1% | 10.5M | $968M |
| Price T Rowe Associates Inc Active manager | −5.3M −11.0% | 43.3M | $4B |
| Boston Partners Active manager | −4.5M −81.8% | 999K | $92.2M |
| Viking Global Investors LP Hedge fund | −4.0M −27.5% | 10.6M | $982M |
| Farallon Capital Management, L.L.C. Hedge fund | −4.0M Sold out | 0 | — |
| Invesco Ltd. | −3.9M −22.8% | 13.1M | $1.2B |
| Newlands Management Operations LLC | −3.2M Sold out | 0 | — |
| Voya Investment Management LLC | −2.4M −81.6% | 536K | $49.4M |
| Allen Investment Management, LLC | −1.9M −35.9% | 3.4M | $315M |
| Clearbridge Investments, LLC Active manager | −1.7M −42.8% | 2.3M | $209M |
| Geode Capital Management, LLC Index funds | −1.4M −3.6% | 37.3M | $3.4B |
| Alliancebernstein L.P. Active manager | −1.3M −10.4% | 11.2M | $1.1B |
| Fiduciary Management Inc Active manager | −1.2M −33.8% | 2.3M | $212M |
| Avantyr Capital Partners, LP | −1.2M −71.0% | 472K | $43.5M |
| Generation Investment Management LLP Active manager | −1.1M −41.3% | 1.6M | $149M |
| Lord, Abbett & Co. LLC | −1.1M −33.1% | 2.2M | $204M |
| Healthcare Of Ontario Pension Plan Trust Fund | −1.0M −36.8% | 1.8M | $163M |
| Vanguard Capital Management LLC Index funds | −1.0M −0.9% | 107.3M | $9.9B |
| Australiansuper Pty Ltd | −999K −97.6% | 25K | $2.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Price T Rowe Associates Inc Active manager | −5.3M −11.0% | 43.3M | $4B |
| Boston Partners Active manager | −4.5M −81.8% | 999K | $92.2M |
| Viking Global Investors LP Hedge fund | −4.0M −27.5% | 10.6M | $982M |
| Farallon Capital Management, L.L.C. Hedge fund | −4.0M Sold out | 0 | — |
| Clearbridge Investments, LLC Active manager | −1.7M −42.8% | 2.3M | $209M |
| Alliancebernstein L.P. Active manager | −1.3M −10.4% | 11.2M | $1.1B |
| Fiduciary Management Inc Active manager | −1.2M −33.8% | 2.3M | $212M |
| Generation Investment Management LLP Active manager | −1.1M −41.3% | 1.6M | $149M |
| Woodline Partners LP Hedge fund | −755K −80.0% | 189K | $17.4M |
| Alyeska Investment Group, L.P. Hedge fund | −740K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Renaissance Technologies LLCHedge fund | 1.9M | $176M |
| Worldquant Millennium Advisors LLCHedge fund | 1.6M | $145M |
| Ossiam | 403K | $37.2M |
| Ruffer LLPActive manager | 358K | $33M |
| Algebris (UK) Ltd | 253K | $23.2M |
| PDT Partners, LLCHedge fund | 172K | $15.9M |
| Soapstone Management L.P. | 144K | $13.3M |
| Aquatic Capital Management LLC | 138K | $12.7M |
| Arini Capital Management Ltd | 100K | $9.2M |
| Capricorn Fund Managers Ltd | 74K | $6.8M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Farallon Capital Management, L.L.C.Hedge fund | 4.0M | $372M |
| Newlands Management Operations LLC | 3.2M | $300M |
| Alyeska Investment Group, L.P.Hedge fund | 740K | $69.6M |
| Azora Capital LPHedge fund | 590K | $55.4M |
| Delta Global Management LP | 533K | $50.1M |
| Holocene Advisors, LPHedge fund | 481K | $45.2M |
| Cercano Management LLC | 390K | $36.7M |
| Longaeva Partners L.P. | 349K | $32.8M |
| Blue Sparrow, LLC | 346K | $32.5M |
| Capital Research Global InvestorsActive manager | 330K | $31M |
Who holds the shares
- Institutions reporting
- 2,305
- Ten largest holders
- 43.7% of 13F-reported shares
- Index fund managers
- 29.0% of 13F-reported shares
- Active managers and hedge funds
- 33.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 59 | 71 | 7 | 15 | +31.4M | +7.2% |
| Index fund managers | 5 | 7 | 0 | 0 | −1.2M | −0.3% |
| Other institutions | 978 | 1,032 | 137 | 143 | −22.0M | −4.1% |
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