AIM
SCHW

Achmea Investment Management’s Charles Schwab SCHW Stock Holding History

Achmea Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-69,625
Closed -$6.65M – 275
2025
Q3 		$6.65M Hold
69,625
– – 0.08% 190
2025
Q2 		$6.35M Buy
69,625
+6,230
+10% +$522K 0.08% 207
2025
Q1 		$4.96M Buy
63,395
+19,614
+45% +$1.54M 0.07% 219
2024
Q4 		$3.24M Sell
43,781
-27,592
-39% -$2.06M 0.05% 252
2024
Q3 		$4.63M Sell
71,373
-2,352
-3% -$155K 0.08% 234
2024
Q2 		$5.43M Sell
73,725
-8,600
-10% -$635K 0.1% 204
2024
Q1 		$5.96M Sell
82,325
-5,787
-7% -$381K 0.11% 195
2023
Q4 		$6.06M Sell
88,112
-471
-0.5% -$27.2K 0.13% 190
2023
Q3 		$4.86M Buy
88,583
+34,749
+65% +$2.1M 0.11% 204
2023
Q2 		$3.05M Buy
53,834
+27,939
+108% +$1.46M 0.06% 288
2023
Q1 		$1.36M Sell
25,895
-26,059
-50% -$1.91M 0.04% 354
2022
Q4 		$4.05M Buy
51,954
+463
+0.9% +$35.9K 0.14% 187
2022
Q3 		$3.7M Sell
51,491
-17,983
-26% -$1.25M 0.13% 177
2022
Q2 		$4.39M Sell
69,474
-6,420
-8% -$443K 0.14% 169
2022
Q1 		$6.4M Sell
75,894
-10,444
-12% -$919K 0.17% 150
2021
Q4 		$7.26M Buy
86,338
+38,765
+81% +$3.14M 0.35% 62
2021
Q3 		$3.46M Buy
47,573
+2,323
+5% +$166K 0.11% 248
2021
Q2 		$3.29M Hold
45,250
– – 0.11% 240
2021
Q1 		$2.95M Hold
45,250
– – 0.1% 254
2020
Q4 		$2.4M Buy
45,250
+28,382
+168% +$1.28M 0.09% 281
2020
Q3 		$611K Buy
+16,868
New +$587K 0.03% 425

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Achmea Investment Management's SCHW Position: Q4 2025 in Review

Achmea Investment Management sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 69,625 shares — an estimated $6.65M sold.

Achmea Investment Management first reported a position in SCHW in Q3 2020 and held it in 21 quarters. The position peaked at $7.26M in Q4 2021. 2,316 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Achmea Investment Management reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Achmea Investment Management sold 69,625 Charles Schwab shares in Q4 2025, an estimated $6.65M.
  • Achmea Investment Management first reported a position in Charles Schwab in Q3 2020 and held it in 21 quarters.
  • Achmea Investment Management's Charles Schwab position peaked at $7.26M in Q4 2021.
  • 2,316 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.