AIM
SCHW

AXA Investment Managers’s Charles Schwab SCHW Stock Holding History

AXA Investment Managers’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
Q3 		$28.6M Buy
+299,239
New +$28.4M 0.08% 225

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AXA Investment Managers's SCHW Position: Q3 2025 in Review

AXA Investment Managers opened a new position in Charles Schwab (SCHW) in Q3 2025: 299,239 shares worth $28.6M. The stake represents 0.08% of the portfolio and ranks #225 among its holdings.

2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • AXA Investment Managers held 299,239 shares of Charles Schwab worth $28.6M as of Q3 2025.
  • Charles Schwab was a new AXA Investment Managers position in Q3 2025.
  • Charles Schwab made up 0.08% of AXA Investment Managers's portfolio in Q3 2025, its #225 holding.
  • 2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.