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Equibles

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 Jun 30, 2026 · filed Aug 14, 2026
Position Value
$777,444,413
+$273,683,513 QoQ
Shares Held
8,425,755
+57.2% QoQ
Ownership
0.487%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#35
of 2,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Derivatives in SCHW

reported options exposure · as of Jun 30, 2026
CallValue
$3,008,002
CallShares
32,600
PutValue
$3,967,610
PutShares
43,000

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 Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $4,357,097,360 across 44 Capital Markets names. SCHW ranks #1 (17.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCHW
Schwab Charles Corp
This page 		8,425,755 $777,444,413
2 GS
Goldman Sachs Group Inc
 753,545 $762,112,806
3 IBKR
Interactive Brokers Group, Inc.
 8,340,400 $725,948,416
4 MS
Morgan Stanley
 3,423,546 $715,658,055
5 WULF
Terawulf Inc.
 11,495,860 $283,947,742
6 JEF
Jefferies Financial Group Inc.
 3,205,077 $160,189,748
7 IREN
IREN Ltd
 2,613,062 $119,495,325
8 RIOT
Riot Platforms, Inc.
 3,632,510 $99,458,123

All Filings in SCHW

Export CSV
41 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,967,610 43,000
2026-06-30 $3,008,002 32,600
2026-06-30 $777,444,413 8,425,755
2026-03-31 $2,283,714 24,300
2026-03-31 $2,565,654 27,300
2026-03-31 $503,760,900 5,360,299
2025-12-31 $1,998,200 20,000
2025-12-31 $2,497,750 25,000
2025-12-31 $257,683,376 2,579,155
2025-09-30 $243,985,041 2,555,620
2025-06-30 $259,479,808 2,843,926
2025-03-31 $152,348,692 1,946,202
2024-12-31 $49,012,530 662,242
2024-09-30 $33,116,678 510,981
2024-06-30 $1,569,597 21,300
2024-03-31 $2,039,988 28,200
2023-12-31 $1,940,160 28,200
2023-09-30 $417,240 7,600
2023-06-30 $85,963,948 1,516,654
2023-03-31 $157,601,729 3,008,815
2022-12-31 $11,409,201 137,031
2022-09-30 $1,655,166 23,030
2022-06-30 $170,060,279 2,691,679
2022-03-31 $1,337,409 15,863
2021-12-31 $2,573,460 30,600
2021-12-31 $3,263,080 38,800
2021-09-30 $4,851,144 66,600
2021-09-30 $4,144,596 56,900
2021-06-30 $9,181,341 126,100
2021-06-30 $9,545,391 131,100
2021-03-31 $218,287 3,349
2021-03-31 $1,303,600 20,000
2021-03-31 $1,368,780 21,000
2020-12-31 $2,620,176 49,400
2020-12-31 $2,588,352 48,800
2020-09-30 $5,724,340 158,000
2020-09-30 $4,253,402 117,400
2020-09-30 $11,434,079 315,597
2020-06-30 $56,782,530 1,682,944
2020-03-31 $13,302,862 395,683
2020-03-31 $672,400 20,000

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