Legal & General Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $947M | Buy |
10,072,164
+501,328
| +5% | +$49.2M | 0.22% | 80 |
|
|
2025
Q4 | $956M | Buy |
9,570,836
+586,558
| +7% | +$55.6M | 0.21% | 88 |
|
|
2025
Q3 | $858M | Buy |
8,984,278
+414,329
| +5% | +$39.3M | 0.19% | 93 |
|
|
2025
Q2 | $782M | Sell |
8,569,949
-108,647
| -1% | -$9.1M | 0.19% | 97 |
|
|
2025
Q1 | $679M | Buy |
8,678,596
+659,932
| +8% | +$51.8M | 0.19% | 101 |
|
|
2024
Q4 | $593M | Sell |
8,018,664
-96,571
| -1% | -$7.23M | 0.16% | 114 |
|
|
2024
Q3 | $526M | Sell |
8,115,235
-155,308
| -2% | -$10.2M | 0.14% | 136 |
|
|
2024
Q2 | $609M | Sell |
8,270,543
-199,896
| -2% | -$14.8M | 0.17% | 115 |
|
|
2024
Q1 | $613M | Sell |
8,470,439
-41,656
| -0.5% | -$2.74M | 0.18% | 115 |
|
|
2023
Q4 | $586M | Sell |
8,512,095
-33,808
| -0.4% | -$1.95M | 0.18% | 115 |
|
|
2023
Q3 | $469M | Sell |
8,545,903
-420,132
| -5% | -$25.4M | 0.16% | 126 |
|
|
2023
Q2 | $508M | Sell |
8,966,035
-216
| -0% | -$11.3K | 0.17% | 120 |
|
|
2023
Q1 | $470M | Buy |
8,966,251
+98,255
| +1% | +$7.2M | 0.17% | 127 |
|
|
2022
Q4 | $738M | Sell |
8,867,996
-495,484
| -5% | -$38.5M | 0.28% | 73 |
|
|
2022
Q3 | $673M | Sell |
9,363,480
-517,670
| -5% | -$35.9M | 0.26% | 73 |
|
|
2022
Q2 | $624M | Buy |
9,881,150
+53,000
| +0.5% | +$3.66M | 0.22% | 92 |
|
|
2022
Q1 | $829M | Buy |
9,828,150
+610,944
| +7% | +$53.7M | 0.25% | 78 |
|
|
2021
Q4 | $775M | Sell |
9,217,206
-394,260
| -4% | -$31.9M | 0.23% | 83 |
|
|
2021
Q3 | $700M | Buy |
9,611,466
+120,651
| +1% | +$8.62M | 0.23% | 90 |
|
|
2021
Q2 | $691M | Buy |
9,490,815
+236,718
| +3% | +$16.8M | 0.23% | 85 |
|
|
2021
Q1 | $603M | Sell |
9,254,097
-247,554
| -3% | -$15M | 0.22% | 90 |
|
|
2020
Q4 | $504M | Buy |
9,501,651
+2,030,851
| +27% | +$91.9M | 0.2% | 107 |
|
|
2020
Q3 | $271M | Sell |
7,470,800
-277,780
| -4% | -$9.66M | 0.12% | 173 |
|
|
2020
Q2 | $261M | Buy |
7,748,580
+604,846
| +8% | +$21.7M | 0.13% | 172 |
|
|
2020
Q1 | $241M | Buy |
7,143,734
+176,393
| +3% | +$7.4M | 0.14% | 164 |
|
|
2019
Q4 | $331M | Buy |
6,967,341
+52,115
| +0.8% | +$2.3M | 0.16% | 142 |
|
|
2019
Q3 | $289M | Sell |
6,915,226
-134,268
| -2% | -$5.42M | 0.15% | 155 |
|
|
2019
Q2 | $283M | Sell |
7,049,494
-26,833
| -0.4% | -$1.17M | 0.15% | 150 |
|
|
2019
Q1 | $303M | Buy |
7,076,327
+1,181,753
| +20% | +$53.4M | 0.17% | 130 |
|
|
2018
Q4 | $245M | Buy |
5,894,574
+286,131
| +5% | +$12.9M | 0.19% | 118 |
|
|
2018
Q3 | $276M | Buy |
5,608,443
+71,141
| +1% | +$3.63M | 0.2% | 115 |
|
|
2018
Q2 | $283M | Buy |
5,537,302
+146,594
| +3% | +$8.12M | 0.22% | 95 |
|
|
2018
Q1 | $282M | Sell |
5,390,708
-212,883
| -4% | -$11.4M | 0.21% | 102 |
|
|
2017
Q4 | $288M | Sell |
5,603,591
-106,754
| -2% | -$5.02M | 0.21% | 108 |
|
|
2017
Q3 | $250M | Buy |
5,710,345
+152,617
| +3% | +$6.34M | 0.19% | 126 |
|
|
2017
Q2 | $239M | Buy |
5,557,728
+398,831
| +8% | +$16M | 0.19% | 126 |
|
|
2017
Q1 | $211M | Buy |
5,158,897
+199,562
| +4% | +$8.24M | 0.18% | 134 |
|
|
2016
Q4 | $196M | Buy |
4,959,335
+38,247
| +0.8% | +$1.37M | 0.18% | 133 |
|
|
2016
Q3 | $155M | Buy |
4,921,088
+29,620
| +0.6% | +$869K | 0.16% | 156 |
|
|
2016
Q2 | $124M | Buy |
4,891,468
+264,142
| +6% | +$7.51M | 0.13% | 181 |
|
|
2016
Q1 | $130M | Buy |
4,627,326
+106,261
| +2% | +$2.8M | 0.14% | 163 |
|
|
2015
Q4 | $149M | Buy |
4,521,065
+31,984
| +0.7% | +$1.01M | 0.17% | 144 |
|
|
2015
Q3 | $128M | Buy |
4,489,081
+178,685
| +4% | +$5.73M | 0.16% | 155 |
|
|
2015
Q2 | $141M | Buy |
4,310,396
+113,307
| +3% | +$3.58M | 0.17% | 146 |
|
|
2015
Q1 | $128M | Sell |
4,197,089
-85,884
| -2% | -$2.49M | 0.15% | 163 |
|
|
2014
Q4 | $129M | Sell |
4,282,973
-196,886
| -4% | -$5.59M | 0.15% | 157 |
|
|
2014
Q3 | $132M | Sell |
4,479,859
-112,181
| -2% | -$3.18M | 0.16% | 152 |
|
|
2014
Q2 | $124M | Sell |
4,592,040
-69,247
| -1% | -$1.82M | 0.14% | 173 |
|
|
2014
Q1 | $127M | Sell |
4,661,287
-98,378
| -2% | -$2.57M | 0.15% | 157 |
|
|
2013
Q4 | $124M | Sell |
4,759,665
-28,792
| -0.6% | -$687K | 0.15% | 159 |
|
|
2013
Q3 | $101M | Buy |
4,788,457
+10,839
| +0.2% | +$236K | 0.13% | 182 |
|
|
2013
Q2 | $101M | Buy |
+4,777,618
| New | +$88.3M | 0.14% | 169 |
|
Other funds holding SCHW
VCM
VPM
Legal & General Group's SCHW Position: Q1 2026 in Review
Legal & General Group increased its Charles Schwab (SCHW) stake by 5.2% in Q1 2026, buying an estimated $49.2M and bringing the position to 10,072,164 shares worth $947M. The position accounts for 0.22% of the portfolio, ranked #80.
Legal & General Group first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $956M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Legal & General Group held 10,072,164 shares of Charles Schwab worth $947M as of Q1 2026.
- Legal & General Group bought 501,328 Charles Schwab shares in Q1 2026, an estimated $49.2M.
- Charles Schwab made up 0.22% of Legal & General Group's portfolio in Q1 2026, its #80 holding.
- Legal & General Group first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
- Legal & General Group's Charles Schwab position peaked at $956M in Q4 2025.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.