LS
SCHW

Livforsakringsbolaget Skandia’s Charles Schwab SCHW Stock Holding History

Livforsakringsbolaget Skandia’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
Q3 		– Sell
-11,411
Closed -$1.04M – 532
2025
Q2 		$1.04M Hold
11,411
– – 0.05% 188
2025
Q1 		$893K Hold
11,411
– – 0.05% 201
2024
Q4 		$844K Sell
11,411
-500
-4% -$37.4K 0.04% 203
2024
Q3 		$772K Buy
11,911
+9,275
+352% +$609K 0.04% 227
2024
Q2 		$194K Sell
2,636
-700
-21% -$51.7K 0.02% 232
2024
Q1 		$241K Hold
3,336
– – 0.02% 231
2023
Q4 		$230K Buy
3,336
+1,574
+89% +$90.9K 0.02% 232
2023
Q3 		$96.7K Hold
1,762
– – 0.01% 263
2023
Q2 		$99.8K Hold
1,762
– – 0.01% 272
2023
Q1 		$92.3K Hold
1,762
– – 0.01% 280
2022
Q4 		$147K Hold
1,762
– – 0.02% 253
2022
Q3 		$127K Sell
1,762
-7,200
-80% -$500K 0.02% 254
2022
Q2 		$566K Sell
8,962
-3,700
-29% -$255K 0.05% 215
2022
Q1 		$1.07M Hold
12,662
– – 0.07% 188
2021
Q4 		$1.06M Sell
12,662
-6,500
-34% -$526K 0.07% 201
2021
Q3 		$1.39M Sell
19,162
-3,700
-16% -$264K 0.09% 195
2021
Q2 		$1.67M Buy
22,862
+500
+2% +$35.4K 0.1% 178
2021
Q1 		$1.46M Hold
22,362
– – 0.1% 177
2020
Q4 		$1.19M Buy
22,362
+9,949
+80% +$450K 0.1% 180
2020
Q3 		$450K Hold
12,413
– – 0.05% 255
2020
Q2 		$419K Hold
12,413
– – 0.05% 260
2020
Q1 		$417K Buy
12,413
+3,400
+38% +$143K 0.06% 233
2019
Q4 		$429K Sell
9,013
-4,700
-34% -$207K 0.05% 241
2019
Q3 		$574K Hold
13,713
– – 0.07% 227
2019
Q2 		$551K Buy
13,713
+1,700
+14% +$74.1K 0.07% 221
2019
Q1 		$514K Buy
12,013
+1,200
+11% +$54.2K 0.07% 223
2018
Q4 		$449K Hold
10,813
– – 0.07% 224
2018
Q3 		$531K Sell
10,813
-10,700
-50% -$546K 0.06% 244
2018
Q2 		$1.1M Buy
21,513
+3,200
+17% +$177K 0.1% 191
2018
Q1 		$956K Hold
18,313
– – 0.09% 199
2017
Q4 		$941K Sell
18,313
-4,400
-19% -$207K 0.09% 210
2017
Q3 		$993K Hold
22,713
– – 0.09% 222
2017
Q2 		$976K Hold
22,713
– – 0.09% 234
2017
Q1 		$927K Sell
22,713
-43,400
-66% -$1.79M 0.09% 235
2016
Q4 		$2.61K Buy
66,113
+60,965
+1,184% +$2.18M 0.13% 160
2016
Q3 		$1.42M Sell
5,148
-99,365
-95% -$2.91M 0.07% 370
2016
Q2 		$2.65M Hold
104,513
– – 0.12% 206
2016
Q1 		$2.93M Sell
104,513
-16,000
-13% -$422K 0.14% 168
2015
Q4 		$3.97M Buy
120,513
+11,900
+11% +$377K 0.19% 123
2015
Q3 		$3.1M Hold
108,613
– – 0.16% 127
2015
Q2 		$3.55M Hold
108,613
– – 0.17% 124
2015
Q1 		$3.31M Sell
108,613
-25,100
-19% -$728K 0.16% 130
2014
Q4 		$4.04M Sell
133,713
-37,100
-22% -$1.05M 0.19% 121
2014
Q3 		$5.02M Hold
170,813
– – 0.19% 123
2014
Q2 		$4.6M Hold
170,813
– – 0.17% 144
2014
Q1 		$4.67M Buy
+170,813
New +$4.46M 0.18% 134

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Livforsakringsbolaget Skandia's SCHW Position: Q3 2025 in Review

Livforsakringsbolaget Skandia sold out of Charles Schwab (SCHW) in Q3 2025, closing a stake of 11,411 shares — an estimated $1.04M sold.

Livforsakringsbolaget Skandia first reported a position in SCHW in Q1 2014 and held it in 46 quarters. The position peaked at $5.02M in Q3 2014. 2,171 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Livforsakringsbolaget Skandia reported no remaining Charles Schwab position as of Q3 2025 after selling out during the quarter.
  • Livforsakringsbolaget Skandia sold 11,411 Charles Schwab shares in Q3 2025, an estimated $1.04M.
  • Livforsakringsbolaget Skandia first reported a position in Charles Schwab in Q1 2014 and held it in 46 quarters.
  • Livforsakringsbolaget Skandia's Charles Schwab position peaked at $5.02M in Q3 2014.
  • 2,171 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

Based on Livforsakringsbolaget Skandia's 13F filing for Q3 2025, filed 18 Nov 2025.