LF
SCHW

Lansforsakringar Fondforvaltning’s Charles Schwab SCHW Stock Holding History

Lansforsakringar Fondforvaltning’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 		$46.8M Sell
506,841
-45,929
-8% -$4.19M 0.21% 88
2026
Q1 		$51.9M Sell
552,770
-57,783
-9% -$5.67M 0.27% 72
2025
Q4 		$61M Buy
610,553
+6,948
+1% +$659K 0.3% 61
2025
Q3 		$57.6M Buy
603,605
+12,999
+2% +$1.23M 0.3% 61
2025
Q2 		$53.9M Sell
590,606
-30,565
-5% -$2.56M 0.31% 63
2025
Q1 		$48.6M Buy
621,171
+86,534
+16% +$6.79M 0.3% 71
2024
Q4 		$39.6M Buy
+534,637
New +$40M 0.22% 88

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

Lansforsakringar Fondforvaltning's SCHW Position: Q2 2026 in Review

Lansforsakringar Fondforvaltning reduced its Charles Schwab (SCHW) stake by 8.3% in Q2 2026, selling an estimated $4.19M and leaving 506,841 shares worth $46.8M. The position accounts for 0.21% of the portfolio, ranked #88.

Lansforsakringar Fondforvaltning first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $61M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Lansforsakringar Fondforvaltning held 506,841 shares of Charles Schwab worth $46.8M as of Q2 2026.
  • Lansforsakringar Fondforvaltning sold 45,929 Charles Schwab shares in Q2 2026, an estimated $4.19M.
  • Charles Schwab made up 0.21% of Lansforsakringar Fondforvaltning's portfolio in Q2 2026, its #88 holding.
  • Lansforsakringar Fondforvaltning first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Lansforsakringar Fondforvaltning's Charles Schwab position peaked at $61M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Lansforsakringar Fondforvaltning's 13F filing for Q2 2026, filed 13 Aug 2026.