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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lansforsakringar Fondforvaltning's SCHW Position: Q1 2026 in Review

Lansforsakringar Fondforvaltning reduced its Charles Schwab (SCHW) stake by 9.5% in Q1 2026, selling an estimated $5.67M and leaving 552,770 shares worth $51.9M. The position accounts for 0.27% of the portfolio, ranked #72.

Lansforsakringar Fondforvaltning first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $61M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Lansforsakringar Fondforvaltning held 552,770 shares of Charles Schwab worth $51.9M as of Q1 2026.
Lansforsakringar Fondforvaltning sold 57,783 Charles Schwab shares in Q1 2026, an estimated $5.67M.
Charles Schwab made up 0.27% of Lansforsakringar Fondforvaltning's portfolio in Q1 2026, its #72 holding.
Lansforsakringar Fondforvaltning first reported a position in Charles Schwab in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Lansforsakringar Fondforvaltning's 13F filing for Q1 2026, filed 23 Apr 2026.