FAF
SCHW

Första AP-fonden’s Charles Schwab SCHW Stock Holding History

Första AP-fonden’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 		– Sell
-413,901
Closed -$41.4M – 427
2025
Q4 		$41.4M Sell
413,901
-52,100
-11% -$4.94M 0.25% 66
2025
Q3 		$44.5M Buy
466,001
+20,600
+5% +$1.96M 0.26% 60
2025
Q2 		$40.6M Buy
445,401
+55,700
+14% +$4.66M 0.27% 61
2025
Q1 		$30.5M Buy
389,701
+24,700
+7% +$1.94M 0.23% 79
2024
Q4 		$27M Buy
365,001
+31,900
+10% +$2.39M 0.19% 87
2024
Q3 		$21.6M Buy
333,101
+23,900
+8% +$1.57M 0.17% 117
2024
Q2 		$22.8M Sell
309,201
-5,700
-2% -$421K 0.2% 94
2024
Q1 		$22.8M Buy
314,901
+30,400
+11% +$2M 0.19% 104
2023
Q4 		$19.6M Buy
284,501
+7,600
+3% +$439K 0.2% 98
2023
Q3 		$15.2M Sell
276,901
-2,300
-0.8% -$139K 0.17% 122
2023
Q2 		$15.8M Sell
279,201
-4,400
-2% -$230K 0.17% 122
2023
Q1 		$14.9M Sell
283,601
-72,600
-20% -$5.32M 0.17% 124
2022
Q4 		$29.7M Buy
356,201
+81,900
+30% +$6.36M 0.33% 66
2022
Q3 		$19.7M Buy
274,301
+1,200
+0.4% +$83.3K 0.24% 92
2022
Q2 		$17.3M Sell
273,101
-10,200
-4% -$703K 0.22% 94
2022
Q1 		$23.9M Sell
283,301
-69,000
-20% -$6.07M 0.27% 74
2021
Q4 		$29.6M Sell
352,301
-28,100
-7% -$2.27M 0.3% 64
2021
Q3 		$27.7M Buy
380,401
+79,100
+26% +$5.65M 0.31% 65
2021
Q2 		$21.9M Buy
301,301
+16,200
+6% +$1.15M 0.26% 76
2021
Q1 		$18.6M Sell
285,101
-23,600
-8% -$1.43M 0.26% 78
2020
Q4 		$16.4M Buy
308,701
+100,801
+48% +$4.56M 0.25% 76
2020
Q3 		$7.53M Buy
207,900
+49,000
+31% +$1.7M 0.16% 144
2020
Q2 		$5.36M Buy
158,900
+33,000
+26% +$1.18M 0.14% 182
2020
Q1 		$4.23M Buy
+125,900
New +$5.28M 0.15% 178

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Första AP-fonden's SCHW Position: Q1 2026 in Review

Första AP-fonden sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 413,901 shares — an estimated $41.4M sold.

Första AP-fonden first reported a position in SCHW in Q1 2020 and held it in 24 quarters. The position peaked at $44.5M in Q3 2025. 2,332 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Första AP-fonden reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Första AP-fonden sold 413,901 Charles Schwab shares in Q1 2026, an estimated $41.4M.
  • Första AP-fonden first reported a position in Charles Schwab in Q1 2020 and held it in 24 quarters.
  • Första AP-fonden's Charles Schwab position peaked at $44.5M in Q3 2025.
  • 2,332 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Första AP-fonden's 13F filing for Q1 2026.