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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 $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 $3.38T AUM 44.17% 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

Groupama Asset Management's SCHW Position: Q2 2026 in Review

Groupama Asset Management increased its Charles Schwab (SCHW) stake by 0.07% in Q2 2026, buying an estimated $1.19K and bringing the position to 17,689 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #177.

Groupama Asset Management first reported a position in SCHW in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.6M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Groupama Asset Management held 17,689 shares of Charles Schwab worth $1.62M as of Q2 2026.
  • Groupama Asset Management bought 13 Charles Schwab shares in Q2 2026, an estimated $1.19K.
  • Charles Schwab made up 0.02% of Groupama Asset Management's portfolio in Q2 2026, its #177 holding.
  • Groupama Asset Management first reported a position in Charles Schwab in Q4 2023 and has held it in 8 quarters since.
  • Groupama Asset Management's Charles Schwab position peaked at $3.6M in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.