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CITADEL ADVISORS LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CITADEL ADVISORS LLC on SCHW, newest first. How the timeline and the estimate are built.

CITADEL ADVISORS LLC held 3,406,215 SCHW shares at 2026-06-30 per its 13F-HR/A filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,406,215 shares
    Change vs previous 13F +858,467 shares

    0.18% of the 13F portfolio, value $314,291,458.

    13F-HR/A 0001104659-26-104387 filed by CITADEL ADVISORS LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 2,547,748 shares
    Change vs previous 13F -2,183,360 shares

    0.17% of the 13F portfolio, value $239,437,357.

    13F-HR 0001104659-26-062477 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,731,108 shares
    Change vs previous 13F +827,128 shares

    0.32% of the 13F portfolio, value $472,685,000.

    13F-HR 0001104659-26-016408 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,903,980 shares
    Change vs previous 13F +2,936,111 shares

    0.3% of the 13F portfolio, value $372,712,970.

    13F-HR 0001104659-25-112514 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 967,869 shares
    Change vs previous 13F -19,534,868 shares

    0.08% of the 13F portfolio, value $88,308,368.

    13F-HR 0001104659-25-078555 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,502,737 shares
    Change vs previous 13F +18,410,193 shares

    1.57% of the 13F portfolio, value $1,604,954,252.

    13F-HR 0000950123-25-005687 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,092,544 shares
    Change vs previous 13F +382,009 shares

    0.14% of the 13F portfolio, value $154,869,182.

    13F-HR 0000950123-25-002739 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,710,535 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $110,859,773.

    13F-HR 0000950123-24-011767 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).