GAM
SCHW

Groupama Asset Management’s Charles Schwab SCHW Stock Holding History

Groupama Asset Management’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
-12,000
Closed -$16.9K – 447
2025
Q4 		$16.9K Buy
+12,000
New +$1.14M ﹤0.01% 437

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

Groupama Asset Management's SCHW Position: Q1 2026 in Review

Groupama Asset Management reduced its Charles Schwab (SCHW) stake by 48% in Q1 2026, selling an estimated $1.63M and leaving 17,676 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #155.

Groupama Asset Management first reported a position in SCHW in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.6M in Q3 2025. 2,321 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Groupama Asset Management held 17,676 shares of Charles Schwab worth $1.66M as of Q1 2026.
  • Groupama Asset Management sold 16,634 Charles Schwab shares in Q1 2026, an estimated $1.63M.
  • Charles Schwab made up 0.02% of Groupama Asset Management's portfolio in Q1 2026, its #155 holding.
  • Groupama Asset Management first reported a position in Charles Schwab in Q4 2023 and has held it in 7 quarters since.
  • Groupama Asset Management's Charles Schwab position peaked at $3.6M in Q3 2025.
  • 2,321 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Groupama Asset Management's 13F filing for Q1 2026, filed 22 May 2026.