AIM
SCHW

Aigen Investment Management’s Charles Schwab SCHW Stock Holding History

Aigen 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
-57,070
Closed -$5.45M – 931
2025
Q3 		$5.45M Sell
57,070
-3,794
-6% -$360K 0.84% 6
2025
Q2 		$5.55M Buy
60,864
+29,470
+94% +$2.47M 0.76% 8
2025
Q1 		$2.46M Sell
31,394
-1,923
-6% -$151K 0.39% 55
2024
Q4 		$2.47M Buy
33,317
+3,744
+13% +$280K 0.43% 46
2024
Q3 		$1.92M Buy
+29,573
New +$1.94M 0.38% 51
2024
Q2 		– Sell
-4,719
Closed -$341K – 986
2024
Q1 		$341K Buy
+4,719
New +$311K 0.07% 393
2022
Q3 		– Sell
-58,072
Closed -$3.67M – 740
2022
Q2 		$3.67M Buy
58,072
+50,310
+648% +$3.47M 0.62% 38
2022
Q1 		$654K Sell
7,762
-14,323
-65% -$1.26M 0.11% 238
2021
Q4 		$1.87M Buy
22,085
+13,055
+145% +$1.06M 0.11% 236
2021
Q3 		$658K Sell
9,030
-8,021
-47% -$573K 0.13% 210
2021
Q2 		$1.24M Buy
+17,051
New +$1.21M 0.22% 129
2020
Q2 		– Sell
-54,423
Closed -$1.83M – 1226
2020
Q1 		$1.83M Buy
54,423
+49,182
+938% +$2.06M 0.24% 99
2019
Q4 		$249K Buy
+5,241
New +$231K 0.04% 490

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Aigen Investment Management sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 57,070 shares — an estimated $5.45M sold.

Aigen Investment Management first reported a position in SCHW in Q4 2019 and held it in 13 quarters. The position peaked at $5.55M in Q2 2025. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

  • Aigen Investment Management reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
  • Aigen Investment Management sold 57,070 Charles Schwab shares in Q4 2025, an estimated $5.45M.
  • Aigen Investment Management first reported a position in Charles Schwab in Q4 2019 and held it in 13 quarters.
  • Aigen Investment Management's Charles Schwab position peaked at $5.55M in Q2 2025.
  • 2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

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