Pictet Asset Management
SCHW

Pictet Asset Management’s Charles Schwab SCHW Stock Holding History

Pictet Asset Management’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 		$95.5M Buy
1,035,288
+78,788
+8% +$7.18M 0.09% 238
2026
Q1 		$89.9M Sell
956,500
-42,935
-4% -$4.21M 0.09% 226
2025
Q4 		$99.9M Sell
999,435
-31,845
-3% -$3.02M 0.1% 221
2025
Q3 		$98.5M Buy
1,031,280
+3,054
+0.3% +$290K 0.09% 220
2025
Q2 		$93.8M Sell
1,028,226
-6,228
-0.6% -$521K 0.1% 216
2025
Q1 		$81M Buy
1,034,454
+47,244
+5% +$3.71M 0.09% 232
2024
Q4 		$73.1M Buy
987,210
+165,312
+20% +$12.4M 0.08% 247
2024
Q3 		$53.3M Buy
821,898
+76,891
+10% +$5.05M 0.06% 279
2024
Q2 		$54.9M Buy
745,007
+1,249
+0.2% +$92.3K 0.06% 271
2024
Q1 		$53.8M Sell
743,758
-38,795
-5% -$2.55M 0.06% 294
2023
Q4 		$53.8M Buy
782,553
+12,801
+2% +$739K 0.06% 290
2023
Q3 		$42.3M Buy
+769,752
New +$46.5M 0.05% 317

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 $3.37T AUM 44.26% 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

Pictet Asset Management's SCHW Position: Q2 2026 in Review

Pictet Asset Management increased its Charles Schwab (SCHW) stake by 8.2% in Q2 2026, buying an estimated $7.18M and bringing the position to 1,035,288 shares worth $95.5M. The position accounts for 0.09% of the portfolio, ranked #238.

Pictet Asset Management first reported a position in SCHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $99.9M in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Pictet Asset Management held 1,035,288 shares of Charles Schwab worth $95.5M as of Q2 2026.
  • Pictet Asset Management bought 78,788 Charles Schwab shares in Q2 2026, an estimated $7.18M.
  • Charles Schwab made up 0.09% of Pictet Asset Management's portfolio in Q2 2026, its #238 holding.
  • Pictet Asset Management first reported a position in Charles Schwab in Q3 2023 and has held it in 12 quarters since.
  • Pictet Asset Management's Charles Schwab position peaked at $99.9M in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.