TWO SIGMA INVESTMENTS, LP

Position in SCHW — Schwab Charles Corp

CIK 1179392 NEW YORK, NY

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$503,760,900

+$246,077,524 QoQ

Shares Held

5,360,299

+107.8% QoQ

Ownership

0.308%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96.23002373561624.ToString("F0")% Shared 0.ToString("F0")% None 3.769976264383759.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Derivatives in SCHW

reported options exposure · as of Mar 31, 2026

CallValue

$2,283,714

CallShares

24,300

PutValue

$2,565,654

PutShares

27,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $2,981,937,111 across 36 Capital Markets names. SCHW ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	3,739,612	$615,427,946
2	IBKR	Interactive Brokers Group, Inc.	8,312,971	$557,550,964
3	SCHW	Schwab Charles Corp This page	5,360,299	$503,760,900
4	GS	Goldman Sachs Group Inc	365,728	$309,402,230
5	HOOD	Robinhood Markets, Inc.	2,803,439	$194,278,322
6	JEF	Jefferies Financial Group Inc.	2,825,053	$116,589,937
7	WULF	Terawulf Inc.	7,837,097	$113,089,309
8	IREN	IREN Ltd	2,864,882	$98,208,154

All Filings in SCHW

Export CSV

38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,283,714	24,300	-11.0%	Call	Sole	2026-05-15
2026-03-31	$2,565,654	27,300	-99.5%	Put	Sole	2026-05-15
2026-03-31	$503,760,900	5,360,299	+26701.5%	Shares	Sole	2026-05-15
2025-12-31	$1,998,200	20,000	-20.0%	Call	Sole	2026-02-17
2025-12-31	$2,497,750	25,000	-99.0%	Put	Sole	2026-02-17
2025-12-31	$257,683,376	2,579,155	+0.9%	Shares	Sole	2026-02-17
2025-09-30	$243,985,041	2,555,620	-10.1%	Shares	Sole	2025-11-14
2025-06-30	$259,479,808	2,843,926	+46.1%	Shares	Sole	2025-08-14
2025-03-31	$152,348,692	1,946,202	+193.9%	Shares	Sole	2025-05-15
2024-12-31	$49,012,530	662,242	+29.6%	Shares	Sole	2025-02-14
2024-09-30	$33,116,678	510,981	+2299.0%	Shares	Sole	2024-11-14
2024-06-30	$1,569,597	21,300	-24.5%	Shares	Sole	2024-08-14
2024-03-31	$2,039,988	28,200	0.0%	Shares	Sole	2024-05-15
2023-12-31	$1,940,160	28,200	+271.1%	Shares	Sole	2024-02-14
2023-09-30	$417,240	7,600	-99.5%	Shares	Sole	2023-11-14
2023-06-30	$85,963,948	1,516,654	-49.6%	Shares	Sole	2023-08-14
2023-03-31	$157,601,729	3,008,815	+2095.7%	Shares	Sole	2023-05-15
2022-12-31	$11,409,201	137,031	+495.0%	Shares	Sole	2023-02-14
2022-09-30	$1,655,166	23,030	-99.1%	Shares	Sole	2022-11-14
2022-06-30	$170,060,279	2,691,679	+16868.3%	Shares	Sole	2022-08-15
2022-03-31	$1,337,409	15,863	-48.2%	Shares	Sole	2022-05-16
2021-12-31	$2,573,460	30,600	-21.1%	Call	Sole	2022-02-14
2021-12-31	$3,263,080	38,800	-41.7%	Put	Sole	2022-02-14
2021-09-30	$4,851,144	66,600	+17.0%	Put	Sole	2021-11-15
2021-09-30	$4,144,596	56,900	-54.9%	Call	Sole	2021-11-15
2021-06-30	$9,181,341	126,100	-3.8%	Put	Sole	2021-08-16
2021-06-30	$9,545,391	131,100	+3814.6%	Call	Sole	2021-08-16
2021-03-31	$218,287	3,349	-83.3%	Shares	Sole	2021-05-17
2021-03-31	$1,303,600	20,000	-4.8%	Call	Sole	2021-05-17
2021-03-31	$1,368,780	21,000	-57.5%	Put	Sole	2021-05-17
2020-12-31	$2,620,176	49,400	+1.2%	Put	Sole	2021-02-16
2020-12-31	$2,588,352	48,800	-69.1%	Call	Sole	2021-02-16
2020-09-30	$5,724,340	158,000	+34.6%	Put	Sole	2020-11-16
2020-09-30	$4,253,402	117,400	-62.8%	Call	Sole	2020-11-16
2020-09-30	$11,434,079	315,597	-81.2%	Shares	Sole	2020-11-16
2020-06-30	$56,782,530	1,682,944	+325.3%	Shares	Sole	2020-08-14
2020-03-31	$13,302,862	395,683	+1878.4%	Shares	Sole	2020-05-15
2020-03-31	$672,400	20,000	—	Put	Sole	2020-05-15
No filing history on record for this holder in this stock.