Lazard Frères Gestion’s Charles Schwab SCHW Stock Holding History

Lazard Frères Gestion’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
2025 Q4	–	Sell	-2,625	Closed	-$250K	–	115
2025 Q3	$250K	Buy	+2,625	New	+$249K	﹤0.01%	106
2025 Q2	–	Hold	0	–	–	–	106
2023 Q4	–	Sell	-33,880	Closed	-$1.86M	–	83
2023 Q3	$1.86M	Hold	33,880	–	–	0.06%	50
2023 Q2	$1.92M	Sell	33,880 -771	-2%	-$40.4K	0.06%	49
2023 Q1	$1.54M	Sell	34,651 -4,074	-11%	-$298K	0.06%	49
2022 Q4	$3.22M	Sell	38,725 -1,500	-4%	-$116K	0.12%	43
2022 Q3	$2.89M	Sell	40,225 -235	-0.6%	-$16.3K	0.11%	45
2022 Q2	$2.56M	Sell	40,460 -1,165	-3%	-$80.3K	0.09%	46
2022 Q1	$3.51M	Sell	41,625 -12,500	-23%	-$1.1M	0.11%	47
2021 Q4	$4.55M	Hold	54,125	–	–	0.12%	46
2021 Q3	$3.94M	Hold	54,125	–	–	0.11%	44
2021 Q2	$3.32M	Hold	54,125	–	–	0.11%	47
2021 Q1	$3M	Sell	54,125 -5,000	-8%	-$303K	0.1%	46
2020 Q4	$3.15M	Buy	+59,125	New	+$2.68M	0.1%	47

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Lazard Frères Gestion's SCHW Position: Q4 2025 in Review

Lazard Frères Gestion sold out of Charles Schwab (SCHW) in Q4 2025, closing a stake of 2,625 shares — an estimated $250K sold.

Lazard Frères Gestion first reported a position in SCHW in Q4 2020 and held it in 13 quarters. The position peaked at $4.55M in Q4 2021. 2,326 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.

Lazard Frères Gestion reported no remaining Charles Schwab position as of Q4 2025 after selling out during the quarter.
Lazard Frères Gestion sold 2,625 Charles Schwab shares in Q4 2025, an estimated $250K.
Lazard Frères Gestion first reported a position in Charles Schwab in Q4 2020 and held it in 13 quarters.
Lazard Frères Gestion's Charles Schwab position peaked at $4.55M in Q4 2021.
2,326 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.

Based on Lazard Frères Gestion's 13F filing for Q4 2025, filed 6 Feb 2026.