FDCDDQ
SCHW

Federation des caisses Desjardins du Quebec’s Charles Schwab SCHW Stock Holding History

Federation des caisses Desjardins du Quebec’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
2024
Q3 		– Sell
-10
Closed -$86 – 2680
2024
Q2 		$86 Buy
+10
New +$739 ﹤0.01% 2385

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Federation des caisses Desjardins du Quebec's SCHW Position: Q1 2026 in Review

Federation des caisses Desjardins du Quebec reduced its Charles Schwab (SCHW) stake by 29% in Q1 2026, selling an estimated $10.6M and leaving 266,271 shares worth $25M. The position accounts for 0.09% of the portfolio, ranked #168.

Federation des caisses Desjardins du Quebec first reported a position in SCHW in Q1 2017 and has held it in 37 quarters since. The position peaked at $49.7M in Q1 2025. 2,327 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Federation des caisses Desjardins du Quebec held 266,271 shares of Charles Schwab worth $25M as of Q1 2026.
  • Federation des caisses Desjardins du Quebec sold 108,327 Charles Schwab shares in Q1 2026, an estimated $10.6M.
  • Charles Schwab made up 0.09% of Federation des caisses Desjardins du Quebec's portfolio in Q1 2026, its #168 holding.
  • Federation des caisses Desjardins du Quebec first reported a position in Charles Schwab in Q1 2017 and has held it in 37 quarters since.
  • Federation des caisses Desjardins du Quebec's Charles Schwab position peaked at $49.7M in Q1 2025.
  • 2,327 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2026, filed 14 May 2026.