Charles Schwab Trust 13F: New $532K Stake in Tesla (TSLA)
Charles Schwab Trust has opened a new position in Tesla, acquiring 1,500 shares valued at $532,215.
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Charles Schwab Trust opened a new position of 1,500 shares in Tesla, Inc. ($TSLA), according to a 13F filing with the SEC dated October 15, 2026. It reported 1,500 shares worth $532,215 at the end of the quarter.
Since the filing, $TSLA is down 2.1% to date (from the $362.44 close on Oct 15, 2026).
Find the original: Charles Schwab Trust 13F filings on SEC EDGAR
TSLA
Tesla, Inc.
Key Points
- In a filing on October 15, 2026, Charles Schwab Trust took a new position in Tesla, acquiring 1,500 shares valued at approximately $532,215.
- Tesla shares recently traded around $352.30, which is below both the 50-day and 200-day moving averages, indicating potential price challenges.
- Several institutional investors have recently adjusted their Tesla stakes, including First Citizens Bank & Trust, which increased its position by 29.1% in its latest filing.
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Charles Schwab Trust disclosed a new position in Tesla, Inc. (TSLA) in a filing on October 15, 2026. The trust acquired 1,500 shares, valued at about $532,215. This marks an entry into Tesla's stock for Charles Schwab Trust, which had no prior holdings.
Charles Schwab Trust vs. the S&P 500
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What Changed in Charles Schwab Trust's Tesla Position
Charles Schwab Trust opened a new position in Tesla by taking 1,500 shares. As of this filing, the trust has a stake worth approximately $532,215.
Other Institutional Activity in Tesla
Several other major holders reported changes to their Tesla holdings. BlackRock Inc. increased its stake by 6,034,568 shares, ending with 214,123,129 shares valued at about $75.95 billion. Vanguard Capital Management LLC added 1,170,261 shares, bringing its total to 184,023,551 shares worth approximately $65.28 billion. State Street Corporation grew its holdings by 2,764,093 shares, totaling 117,456,756 shares valued at about $41.66 billion.
Tesla, Inc. Stock Down 4.0%
Recently traded around $352.30, Tesla's shares are currently below both the 50-day moving average of $358.76 and the 200-day average of $388.49. They are also about 29.4% off the 52-week high of $498.83, but 18.5% above the 52-week low of $297.38. The current price is also below the mean price target of $397.83 set by analysts.
Recent Earnings
For the trailing twelve months, Tesla reported revenue of about $103.62 billion and earnings per share of $1.08. The next earnings report is scheduled for October 21, 2026.
Insider Buying and Selling at Tesla, Inc.
Several insiders have been active recently. On June 16, 2026, Elon Musk, the CEO, bought 303,960,630 shares at an average price of $23.34, valued at over $7.09 billion. Similarly, Chief Financial Officer Vaibhav Taneja sold 2,605 shares on June 8, 2026, for about $1,047,924.
Analysts Set New Price Targets
On October 15, 2026, GLJ Research reiterated a Sell rating on Tesla, keeping its price target at $24.86. Prior to that, on October 12, 2026, Jefferies maintained a Hold rating with a price target of $400. Meanwhile, TP Morgan and UBS both maintained Neutral ratings with targets of $415.00 and $391.00, respectively.
About Tesla, Inc.
Tesla, Inc. designs and manufactures electric vehicles and energy products. The company operates in two segments: Automotive and Energy Generation and Storage. Tesla's innovations in electric vehicles and sustainable energy solutions have positioned it as a leader in the automotive industry.
Bottom Line
This filing shows Charles Schwab Trust's growing confidence in Tesla, though the stock faces challenges trading below key moving averages. Watch for Tesla's upcoming earnings report on October 21, 2026, for further insights into its performance. Note that this filing reflects holdings as of the reporting period and may not represent the investor's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Charles Schwab Trust's 13F filing on $TSLA (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Charles Schwab Trust 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts