AIA Group’s Charles Schwab SCHW Stock Holding History

AIA Group’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
2026 Q1	$17.1M	Buy	182,465 +41,272	+29%	+$4.05M	0.25%	59
2025 Q4	$14.1M	Buy	141,193 +124,169	+729%	+$11.8M	0.21%	70
2025 Q3	$1.63M	Buy	17,024 +6,210	+57%	+$589K	0.03%	251
2025 Q2	$987K	Sell	10,814 -1,736	-14%	-$145K	0.02%	228
2025 Q1	$982K	Buy	12,550 +8,854	+240%	+$695K	0.02%	224
2024 Q4	$274K	Buy	+3,696	New	+$277K	0.01%	268
2022 Q4	–	Sell	-39,600	Closed	-$2.85M	–	431
2022 Q3	$2.85M	Buy	+39,600	New	+$2.75M	0.19%	51
2022 Q2	–	Sell	-8,348	Closed	-$704K	–	536
2022 Q1	$704K	Buy	8,348 +2,568	+44%	+$226K	0.03%	200
2021 Q4	$486K	Sell	5,780 -833	-13%	-$67.4K	0.02%	182
2021 Q3	$482K	Buy	6,613 +1,973	+43%	+$141K	0.03%	176
2021 Q2	$309K	Buy	+4,640	New	+$328K	0.02%	176

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AIA Group's SCHW Position: Q1 2026 in Review

AIA Group increased its Charles Schwab (SCHW) stake by 29% in Q1 2026, buying an estimated $4.05M and bringing the position to 182,465 shares worth $17.1M. The position accounts for 0.25% of the portfolio, ranked #59.

AIA Group first reported a position in SCHW in Q2 2021 and has held it in 11 quarters since. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

AIA Group held 182,465 shares of Charles Schwab worth $17.1M as of Q1 2026.
AIA Group bought 41,272 Charles Schwab shares in Q1 2026, an estimated $4.05M.
Charles Schwab made up 0.25% of AIA Group's portfolio in Q1 2026, its #59 holding.
AIA Group first reported a position in Charles Schwab in Q2 2021 and has held it in 11 quarters since.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on AIA Group's 13F filing for Q1 2026, filed 6 May 2026.