Charles Schwab
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Charles Schwab’s Aegon AEG Stock Holding History

Charles Schwab’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Buy
341,835
+40,568
+13% +$334K ﹤0.01% 2658
2026
Q1 		$2.19M Buy
301,267
+44,603
+17% +$332K ﹤0.01% 2696
2025
Q4 		$1.98M Buy
256,664
+16,315
+7% +$125K ﹤0.01% 2758
2025
Q3 		$1.92M Buy
240,349
+52,779
+28% +$394K ﹤0.01% 2760
2025
Q2 		$1.36M Buy
187,570
+16,743
+10% +$112K ﹤0.01% 2797
2025
Q1 		$1.13M Buy
170,827
+36,511
+27% +$233K ﹤0.01% 2795
2024
Q4 		$791K Buy
134,316
+27,370
+26% +$172K ﹤0.01% 2987
2024
Q3 		$683K Sell
106,946
-4,910
-4% -$30.4K ﹤0.01% 3046
2024
Q2 		$686K Buy
111,856
+35,443
+46% +$224K ﹤0.01% 3062
2024
Q1 		$462K Buy
76,413
+3,537
+5% +$20.6K ﹤0.01% 3058
2023
Q4 		$420K Buy
72,876
+944
+1% +$4.91K ﹤0.01% 3141
2023
Q3 		$345K Buy
71,932
+23,910
+50% +$123K ﹤0.01% 3190
2023
Q2 		$243K Buy
48,022
+36,609
+321% +$168K ﹤0.01% 3279
2023
Q1 		$49.1K Buy
11,413
+1,386
+14% +$7.01K ﹤0.01% 3349
2022
Q4 		$50.5K Buy
+10,027
New +$46.4K ﹤0.01% 3356
2021
Q1 		– Sell
-1,869,551
Closed -$6.81M – 3486
2020
Q4 		$6.81M Hold
1,869,551
– – ﹤0.01% 2071
2020
Q3 		$4.42M Hold
1,869,551
– – ﹤0.01% 2122
2020
Q2 		$5.07M Hold
1,869,551
– – ﹤0.01% 2023
2020
Q1 		$4.3M Hold
1,869,551
– – ﹤0.01% 1907
2019
Q4 		$7.82M Hold
1,869,551
– – ﹤0.01% 1786
2019
Q3 		$7.13M Sell
1,869,551
-74,782
-4% -$298K ﹤0.01% 1795
2019
Q2 		$8.54M Sell
1,944,333
-69,440
-3% -$296K 0.01% 1699
2019
Q1 		$8.26M Buy
+2,013,773
New +$8.79M 0.01% 1710

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Charles Schwab's AEG Position: Q2 2026 in Review

Charles Schwab increased its Aegon (AEG) stake by 13% in Q2 2026, buying an estimated $334K and bringing the position to 341,835 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Charles Schwab first reported a position in AEG in Q1 2019 and has held it in 23 quarters since. The position peaked at $8.54M in Q2 2019. 308 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Charles Schwab held 341,835 shares of Aegon worth $2.89M as of Q2 2026.
  • Charles Schwab bought 40,568 Aegon shares in Q2 2026, an estimated $334K.
  • Aegon made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2658 holding.
  • Charles Schwab first reported a position in Aegon in Q1 2019 and has held it in 23 quarters since.
  • Charles Schwab's Aegon position peaked at $8.54M in Q2 2019.
  • 308 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.