DILIC
SCHW

Dai-ichi Life Insurance Company’s Charles Schwab SCHW Stock Holding History

Dai-ichi Life Insurance Company’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
Q1 		$6.87M Sell
73,134
-3,225
-4% -$316K 0.2% 113
2025
Q4 		$7.63M Sell
76,359
-3,700
-5% -$351K 0.2% 106
2025
Q3 		$7.64M Sell
80,059
-374
-0.5% -$35.5K 0.19% 117
2025
Q2 		$7.34M Sell
80,433
-36,924
-31% -$3.09M 0.21% 109
2025
Q1 		$9.19M Buy
117,357
+774
+0.7% +$60.7K 0.27% 92
2024
Q4 		$8.63M Buy
116,583
+7,182
+7% +$537K 0.24% 98
2024
Q3 		$7.09M Sell
109,401
-29,024
-21% -$1.91M 0.18% 119
2024
Q2 		$10.2M Sell
138,425
-33,701
-20% -$2.49M 0.25% 103
2024
Q1 		$12.5M Sell
172,126
-20,383
-11% -$1.34M 0.28% 85
2023
Q4 		$13.2M Buy
192,509
+105,075
+120% +$6.07M 0.27% 85
2023
Q3 		$4.8M Buy
87,434
+38,383
+78% +$2.32M 0.11% 176
2023
Q2 		$2.78M Sell
49,051
-18,000
-27% -$943K 0.06% 252
2023
Q1 		$3.51M Sell
67,051
-20,262
-23% -$1.48M 0.08% 217
2022
Q4 		$7.27M Buy
87,313
+1,557
+2% +$121K 0.17% 123
2022
Q3 		$6.16M Hold
85,756
– – 0.15% 129
2022
Q2 		$5.42M Sell
85,756
-20,000
-19% -$1.38M 0.12% 154
2022
Q1 		$8.92M Hold
105,756
– – 0.14% 141
2021
Q4 		$8.89M Sell
105,756
-508
-0.5% -$41.1K 0.11% 157
2021
Q3 		$7.74M Sell
106,264
-22,792
-18% -$1.63M 0.1% 168
2021
Q2 		$9.4M Sell
129,056
-1,664
-1% -$118K 0.12% 153
2021
Q1 		$8.52M Buy
130,720
+1,933
+2% +$117K 0.12% 145
2020
Q4 		$6.83M Buy
128,787
+15,137
+13% +$685K 0.1% 166
2020
Q3 		$4.12M Hold
113,650
– – 0.07% 196
2020
Q2 		$3.83M Sell
113,650
-2,361
-2% -$84.6K 0.09% 170
2020
Q1 		$3.9M Buy
116,011
+30,000
+35% +$1.26M 0.15% 151
2019
Q4 		$4.09M Sell
86,011
-50,322
-37% -$2.22M 0.09% 221
2019
Q3 		$5.7M Hold
136,333
– – 0.14% 174
2019
Q2 		$5.48M Hold
136,333
– – 0.13% 169
2019
Q1 		$5.83M Hold
136,333
– – 0.14% 156
2018
Q4 		$5.66M Hold
136,333
– – 0.15% 156
2018
Q3 		$6.7M Hold
136,333
– – 0.15% 149
2018
Q2 		$6.97M Sell
136,333
-17,500
-11% -$969K 0.17% 142
2018
Q1 		$8.03M Sell
153,833
-35,818
-19% -$1.92M 0.17% 132
2017
Q4 		$9.74M Buy
189,651
+34,196
+22% +$1.61M 0.19% 105
2017
Q3 		$6.8M Buy
155,455
+10,000
+7% +$415K 0.14% 144
2017
Q2 		$6.25M Sell
145,455
-97,944
-40% -$3.92M 0.14% 154
2017
Q1 		$9.93M Hold
243,399
– – 0.27% 87
2016
Q4 		$9.61M Buy
+243,399
New +$8.7M 0.28% 91

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dai-ichi Life Insurance Company's SCHW Position: Q1 2026 in Review

Dai-ichi Life Insurance Company reduced its Charles Schwab (SCHW) stake by 4.2% in Q1 2026, selling an estimated $316K and leaving 73,134 shares worth $6.87M. The position accounts for 0.2% of the portfolio, ranked #113.

Dai-ichi Life Insurance Company first reported a position in SCHW in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.2M in Q4 2023. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Dai-ichi Life Insurance Company held 73,134 shares of Charles Schwab worth $6.87M as of Q1 2026.
  • Dai-ichi Life Insurance Company sold 3,225 Charles Schwab shares in Q1 2026, an estimated $316K.
  • Charles Schwab made up 0.2% of Dai-ichi Life Insurance Company's portfolio in Q1 2026, its #113 holding.
  • Dai-ichi Life Insurance Company first reported a position in Charles Schwab in Q4 2016 and has held it in 38 quarters since.
  • Dai-ichi Life Insurance Company's Charles Schwab position peaked at $13.2M in Q4 2023.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Dai-ichi Life Insurance Company's 13F filing for Q1 2026, filed 14 May 2026.