A
SCHW

AustralianSuper’s Charles Schwab SCHW Stock Holding History

AustralianSuper’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
Q2 		$2.31M Sell
25,052
-998,569
-98% -$91.1M 0.01% 229
2026
Q1 		$96.2M Sell
1,023,621
-338,048
-25% -$33.2M 0.5% 59
2025
Q4 		$136M Buy
1,361,669
+287,159
+27% +$27.2M 0.63% 33
2025
Q3 		$103M Sell
1,074,510
-202,060
-16% -$19.2M 0.48% 45
2025
Q2 		$116M Sell
1,276,570
-85,745
-6% -$7.18M 0.59% 43
2025
Q1 		$107M Sell
1,362,315
-543,001
-28% -$42.6M 0.6% 52
2024
Q4 		$141M Buy
1,905,316
+197,545
+12% +$14.8M 0.67% 43
2024
Q3 		$111M Buy
1,707,771
+1,644,931
+2,618% +$108M 0.55% 54
2024
Q2 		$4.63M Buy
62,840
+4,105
+7% +$303K 0.03% 148
2024
Q1 		$4.25M Sell
58,735
-185,931
-76% -$12.2M 0.02% 163
2023
Q4 		$16.8M Sell
244,666
-1,455,525
-86% -$84.1M 0.1% 112
2023
Q3 		$93.3M Sell
1,700,191
-845,931
-33% -$51.1M 0.6% 48
2023
Q2 		$144M Buy
+2,546,122
New +$133M 0.92% 29
2023
Q1 		– Sell
-1,041,337
Closed -$85.3M – 226
2022
Q4 		$85.3M Sell
1,041,337
-169,727
-14% -$13.2M 0.57% 50
2022
Q3 		$87K Buy
+1,211,064
New +$84.1M 0.62% 41
2022
Q2 		– Sell
-572,172
Closed -$48.2K – 194
2022
Q1 		$48.2K Buy
+572,172
New +$50.3M 0.26% 65

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AustralianSuper's SCHW Position: Q2 2026 in Review

AustralianSuper reduced its Charles Schwab (SCHW) stake by 98% in Q2 2026, selling an estimated $91.1M and leaving 25,052 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #229.

AustralianSuper first reported a position in SCHW in Q1 2022 and has held it in 16 quarters since. The position peaked at $144M in Q2 2023. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • AustralianSuper held 25,052 shares of Charles Schwab worth $2.31M as of Q2 2026.
  • AustralianSuper sold 998,569 Charles Schwab shares in Q2 2026, an estimated $91.1M.
  • Charles Schwab made up 0.01% of AustralianSuper's portfolio in Q2 2026, its #229 holding.
  • AustralianSuper first reported a position in Charles Schwab in Q1 2022 and has held it in 16 quarters since.
  • AustralianSuper's Charles Schwab position peaked at $144M in Q2 2023.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on AustralianSuper's 13F filing for Q2 2026, filed 12 Aug 2026.