CF
SCHW

Corebridge Financial’s Charles Schwab SCHW Stock Holding History

Corebridge Financial’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
Q2 		– Sell
-418,026
Closed -$32.7M – 2287
2025
Q1 		$32.7M Buy
418,026
+33,595
+9% +$2.64M 0.19% 80
2024
Q4 		$28.5M Sell
384,431
-16,216
-4% -$1.21M 0.15% 92
2024
Q3 		$26M Sell
400,647
-10,180
-2% -$669K 0.14% 105
2024
Q2 		$30.3M Buy
+410,827
New +$30.3M 0.17% 88

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Corebridge Financial's SCHW Position: Q2 2025 in Review

Corebridge Financial sold out of Charles Schwab (SCHW) in Q2 2025, closing a stake of 418,026 shares — an estimated $32.7M sold.

Corebridge Financial first reported a position in SCHW in Q2 2024 and held it in 4 quarters. The position peaked at $32.7M in Q1 2025. 2,139 funds tracked by Wall St. Rank hold SCHW as of Q2 2025.

  • Corebridge Financial reported no remaining Charles Schwab position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 418,026 Charles Schwab shares in Q2 2025, an estimated $32.7M.
  • Corebridge Financial first reported a position in Charles Schwab in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's Charles Schwab position peaked at $32.7M in Q1 2025.
  • 2,139 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.