Korea Investment Corp
SCHW

Korea Investment Corp’s Charles Schwab SCHW Stock Holding History

Korea Investment Corp’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 		$105M Sell
1,138,783
-74,100
-6% -$6.76M 0.2% 86
2026
Q1 		$114M Sell
1,212,883
-115,422
-9% -$11.3M 0.24% 74
2025
Q4 		$133M Sell
1,328,305
-100,299
-7% -$9.52M 0.26% 62
2025
Q3 		$136M Buy
1,428,604
+230,108
+19% +$21.8M 0.28% 64
2025
Q2 		$109M Sell
1,198,496
-84,695
-7% -$7.09M 0.24% 77
2025
Q1 		$100M Buy
1,283,191
+147,176
+13% +$11.6M 0.24% 84
2024
Q4 		$84.1M Buy
1,136,015
+311,547
+38% +$23.3M 0.2% 90
2024
Q3 		$53.4M Sell
824,468
-162,490
-16% -$10.7M 0.13% 158
2024
Q2 		$72.7M Buy
986,958
+41,101
+4% +$3.04M 0.18% 106
2024
Q1 		$68.4M Sell
945,857
-97,752
-9% -$6.44M 0.17% 125
2023
Q4 		$71.8M Sell
1,043,609
-45,228
-4% -$2.61M 0.19% 120
2023
Q3 		$59.8M Sell
1,088,837
-83,774
-7% -$5.06M 0.18% 127
2023
Q2 		$66.5M Buy
1,172,611
+5,384
+0.5% +$282K 0.19% 123
2023
Q1 		$61.1M Sell
1,167,227
-185,805
-14% -$13.6M 0.18% 134
2022
Q4 		$113M Sell
1,353,032
-335,570
-20% -$26M 0.35% 67
2022
Q3 		$121M Buy
1,688,602
+243,947
+17% +$16.9M 0.37% 59
2022
Q2 		$91.3M Sell
1,444,655
-511,628
-26% -$35.3M 0.28% 79
2022
Q1 		$165M Sell
1,956,283
-72,960
-4% -$6.42M 0.41% 55
2021
Q4 		$171M Buy
2,029,243
+44,759
+2% +$3.62M 0.44% 47
2021
Q3 		$145M Sell
1,984,484
-46,360
-2% -$3.31M 0.43% 49
2021
Q2 		$148M Sell
2,030,844
-101,678
-5% -$7.2M 0.42% 49
2021
Q1 		$139M Buy
2,132,522
+310,646
+17% +$18.8M 0.44% 50
2020
Q4 		$96.6M Buy
1,821,876
+154,276
+9% +$6.98M 0.29% 93
2020
Q3 		$60.4M Sell
1,667,600
-29,000
-2% -$1.01M 0.21% 120
2020
Q2 		$57.2M Sell
1,696,600
-41,900
-2% -$1.5M 0.21% 128
2020
Q1 		$58.4M Buy
1,738,500
+663,952
+62% +$27.9M 0.26% 102
2019
Q4 		$51.1M Buy
1,074,548
+37,300
+4% +$1.64M 0.19% 146
2019
Q3 		$43.4M Sell
1,037,248
-119,100
-10% -$4.81M 0.18% 147
2019
Q2 		$46.5M Buy
1,156,348
+120,400
+12% +$5.25M 0.2% 128
2019
Q1 		$44.3M Buy
1,035,948
+34,709
+3% +$1.57M 0.2% 126
2018
Q4 		$41.6M Buy
1,001,239
+2,400
+0.2% +$109K 0.23% 112
2018
Q3 		$49.1M Sell
998,839
-505,081
-34% -$25.8M 0.23% 118
2018
Q2 		$76.8M Sell
1,503,920
-18,200
-1% -$1.01M 0.35% 66
2018
Q1 		$79.5M Buy
1,522,120
+64,548
+4% +$3.46M 0.37% 66
2017
Q4 		$74.9M Buy
1,457,572
+179,091
+14% +$8.41M 0.34% 73
2017
Q3 		$55.9M Sell
1,278,481
-39,400
-3% -$1.64M 0.26% 96
2017
Q2 		$56.6M Buy
1,317,881
+664,114
+102% +$26.6M 0.26% 85
2017
Q1 		$26.7M Buy
653,767
+17,463
+3% +$721K 0.13% 178
2016
Q4 		$25.1M Buy
636,304
+268,305
+73% +$9.59M 0.12% 179
2016
Q3 		$11.6M Buy
367,999
+260,799
+243% +$7.65M 0.06% 292
2016
Q2 		$2.71M Buy
107,200
+56,800
+113% +$1.61M 0.02% 451
2016
Q1 		$1.41M Sell
50,400
-363,500
-88% -$9.59M 0.01% 453
2015
Q4 		$13.6M Buy
413,900
+72,600
+21% +$2.3M 0.09% 214
2015
Q3 		$9.75M Buy
341,300
+6,600
+2% +$212K 0.08% 251
2015
Q2 		$10.9M Buy
334,700
+26,000
+8% +$822K 0.09% 229
2015
Q1 		$9.4M Buy
308,700
+68,700
+29% +$1.99M 0.07% 264
2014
Q4 		$7.25M Sell
240,000
-58,400
-20% -$1.66M 0.06% 265
2014
Q3 		$8.77M Sell
298,400
-46,900
-14% -$1.33M 0.07% 250
2014
Q2 		$9.3M Sell
345,300
-300,600
-47% -$7.89M 0.08% 254
2014
Q1 		$17.7M Buy
645,900
+382,000
+145% +$9.98M 0.16% 159
2013
Q4 		$6.86M Sell
263,900
-22,700
-8% -$541K 0.06% 305
2013
Q3 		$6.06M Sell
286,600
-77,300
-21% -$1.68M 0.06% 315
2013
Q2 		$7.73M Buy
+363,900
New +$6.72M 0.09% 235

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 $3.37T AUM 44.26% 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

Korea Investment Corp's SCHW Position: Q2 2026 in Review

Korea Investment Corp reduced its Charles Schwab (SCHW) stake by 6.1% in Q2 2026, selling an estimated $6.76M and leaving 1,138,783 shares worth $105M. The position accounts for 0.2% of the portfolio, ranked #86.

Korea Investment Corp first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $171M in Q4 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Korea Investment Corp held 1,138,783 shares of Charles Schwab worth $105M as of Q2 2026.
  • Korea Investment Corp sold 74,100 Charles Schwab shares in Q2 2026, an estimated $6.76M.
  • Charles Schwab made up 0.2% of Korea Investment Corp's portfolio in Q2 2026, its #86 holding.
  • Korea Investment Corp first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
  • Korea Investment Corp's Charles Schwab position peaked at $171M in Q4 2021.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Korea Investment Corp's 13F filing for Q2 2026, filed 12 Aug 2026.