Fukoku Mutual Life Insurance’s Charles Schwab SCHW Stock Holding History

Fukoku Mutual Life Insurance’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	$466K	Sell	5,050 -127	-2%	-$11.6K	0.03%	117
2026 Q1	$487K	Sell	5,177 -3,600	-41%	-$353K	0.03%	103
2025 Q4	$877K	Buy	8,777 +2,849	+48%	+$270K	0.06%	76
2025 Q3	$566K	Hold	5,928	–	–	0.04%	105
2025 Q2	$541K	Sell	5,928 -793	-12%	-$66.4K	0.03%	111
2025 Q1	$526K	Hold	6,721	–	–	0.04%	108
2024 Q4	$497K	Hold	6,721	–	–	0.04%	113
2024 Q3	$436K	Hold	6,721	–	–	0.03%	143
2024 Q2	$495K	Hold	6,721	–	–	0.04%	119
2024 Q1	$486K	Hold	6,721	–	–	0.04%	124
2023 Q4	$462K	Sell	6,721 -624	-8%	-$36K	0.04%	133
2023 Q3	$403K	Hold	7,345	–	–	0.04%	137
2023 Q2	$416K	Hold	7,345	–	–	0.04%	121
2023 Q1	$385K	Sell	7,345 -455	-6%	-$33.3K	0.03%	135
2022 Q4	$649K	Hold	7,800	–	–	0.05%	94
2022 Q3	$561K	Hold	7,800	–	–	0.05%	99
2022 Q2	$493K	Sell	7,800 -450	-5%	-$31K	0.04%	124
2022 Q1	$696K	Sell	8,250 -500	-6%	-$44K	0.05%	103
2021 Q4	$736K	Sell	8,750 -12,690	-59%	-$1.03M	0.05%	113
2021 Q3	$1.56M	Buy	21,440 +14,490	+208%	+$1.03M	0.12%	79
2021 Q2	$506K	Hold	6,950	–	–	0.04%	138
2021 Q1	$453K	Hold	6,950	–	–	0.04%	121
2020 Q4	$369K	Hold	6,950	–	–	0.04%	143
2020 Q3	$252K	Hold	6,950	–	–	0.03%	190
2020 Q2	$234K	Hold	6,950	–	–	0.03%	187
2020 Q1	$234K	Hold	6,950	–	–	0.03%	154
2019 Q4	$331K	Buy	6,950 +1,000	+17%	+$44.1K	0.04%	174
2019 Q3	$249K	Hold	5,950	–	–	0.03%	180
2019 Q2	$239K	Sell	5,950 -600	-9%	-$26.1K	0.03%	175
2019 Q1	$280K	Hold	6,550	–	–	0.04%	145
2018 Q4	$272K	Hold	6,550	–	–	0.04%	145
2018 Q3	$322K	Hold	6,550	–	–	0.04%	148
2018 Q2	$335K	Hold	6,550	–	–	0.05%	129
2018 Q1	$342K	Hold	6,550	–	–	0.05%	123
2017 Q4	$336K	Hold	6,550	–	–	0.05%	124
2017 Q3	$286K	Hold	6,550	–	–	0.04%	149
2017 Q2	$281K	Hold	6,550	–	–	0.04%	160
2017 Q1	$267K	Hold	6,550	–	–	0.04%	137
2016 Q4	$259K	Sell	6,550 -500	-7%	-$17.9K	0.04%	143
2016 Q3	$223K	Hold	7,050	–	–	0.04%	150
2016 Q2	$178K	Hold	7,050	–	–	0.03%	189
2016 Q1	$198K	Hold	7,050	–	–	0.04%	174
2015 Q4	$232K	Hold	7,050	–	–	0.04%	178
2015 Q3	$201K	Sell	7,050 -400	-5%	-$12.8K	0.04%	179
2015 Q2	$243K	Sell	7,450 -500	-6%	-$15.8K	0.04%	170
2015 Q1	$242K	Sell	7,950 -1,200	-13%	-$34.8K	0.04%	160
2014 Q4	$276K	Sell	9,150 -1,000	-10%	-$28.4K	0.05%	162
2014 Q3	$298K	Sell	10,150 -600	-6%	-$17K	0.05%	152
2014 Q2	$289K	Hold	10,750	–	–	0.05%	164
2014 Q1	$294K	Sell	10,750 -2,900	-21%	-$75.8K	0.06%	150
2013 Q4	$355K	Sell	13,650 -2,000	-13%	-$47.7K	0.07%	136
2013 Q3	$331K	Hold	15,650	–	–	0.07%	148
2013 Q2	$332K	Buy	+15,650	New	+$289K	0.08%	135

Other funds holding SCHW

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fukoku Mutual Life Insurance's SCHW Position: Q2 2026 in Review

Fukoku Mutual Life Insurance reduced its Charles Schwab (SCHW) stake by 2.5% in Q2 2026, selling an estimated $11.6K and leaving 5,050 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #117.

Fukoku Mutual Life Insurance first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.56M in Q3 2021. 1,019 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Fukoku Mutual Life Insurance held 5,050 shares of Charles Schwab worth $466K as of Q2 2026.
Fukoku Mutual Life Insurance sold 127 Charles Schwab shares in Q2 2026, an estimated $11.6K.
Charles Schwab made up 0.03% of Fukoku Mutual Life Insurance's portfolio in Q2 2026, its #117 holding.
Fukoku Mutual Life Insurance first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
Fukoku Mutual Life Insurance's Charles Schwab position peaked at $1.56M in Q3 2021.
1,019 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2026, filed 24 Jul 2026.