EFMH
SCHW

E Fund Management (HK)’s Charles Schwab SCHW Stock Holding History

E Fund Management (HK)’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 		$43.3K Buy
469
+246
+110% +$22.4K 0.01% 203
2026
Q1 		$21K Buy
223
+212
+1,927% +$20.8K 0.01% 203
2025
Q4 		$1.16K Hold
11
– – ﹤0.01% 268
2025
Q3 		$1.05K Buy
+11
New +$1.04K ﹤0.01% 199

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

E Fund Management (HK)'s SCHW Position: Q2 2026 in Review

E Fund Management (HK) increased its Charles Schwab (SCHW) stake by 110% in Q2 2026, buying an estimated $22.4K and bringing the position to 469 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #203.

E Fund Management (HK) first reported a position in SCHW in Q3 2025 and has held it in 4 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • E Fund Management (HK) held 469 shares of Charles Schwab worth $43.3K as of Q2 2026.
  • E Fund Management (HK) bought 246 Charles Schwab shares in Q2 2026, an estimated $22.4K.
  • Charles Schwab made up 0.01% of E Fund Management (HK)'s portfolio in Q2 2026, its #203 holding.
  • E Fund Management (HK) first reported a position in Charles Schwab in Q3 2025 and has held it in 4 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.