Robeco Institutional Asset Management
SCHW

Robeco Institutional Asset Management’s Charles Schwab SCHW Stock Holding History

Robeco Institutional 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 		$86.3M Sell
935,109
-29,350
-3% -$2.68M 0.11% 200
2026
Q1 		$90.6M Sell
964,459
-548,606
-36% -$53.8M 0.13% 190
2025
Q4 		$151M Buy
1,513,065
+9,780
+0.7% +$928K 0.22% 118
2025
Q3 		$144M Buy
1,503,285
+1,041,844
+226% +$98.9M 0.21% 115
2025
Q2 		$42.1M Buy
461,441
+261,856
+131% +$21.9M 0.07% 238
2025
Q1 		$15.6M Buy
199,585
+91,892
+85% +$7.21M 0.03% 371
2024
Q4 		$7.97M Buy
107,693
+22,802
+27% +$1.71M 0.02% 473
2024
Q3 		$5.5M Sell
84,891
-29,662
-26% -$1.95M 0.01% 532
2024
Q2 		$8.44M Buy
114,553
+31,754
+38% +$2.35M 0.02% 449
2024
Q1 		$5.99M Sell
82,799
-2,456
-3% -$162K 0.01% 516
2023
Q4 		$5.87M Sell
85,255
-45,821
-35% -$2.65M 0.01% 536
2023
Q3 		$7.2M Buy
131,076
+28,241
+27% +$1.71M 0.02% 493
2023
Q2 		$5.83M Sell
102,835
-13,205
-11% -$692K 0.02% 531
2023
Q1 		$6.08M Sell
116,040
-524,546
-82% -$38.4M 0.02% 533
2022
Q4 		$53.3M Sell
640,586
-207,395
-24% -$16.1M 0.15% 153
2022
Q3 		$60.9M Sell
847,981
-277,157
-25% -$19.2M 0.2% 117
2022
Q2 		$71.1M Buy
1,125,138
+211,652
+23% +$14.6M 0.22% 110
2022
Q1 		$77M Buy
913,486
+801,974
+719% +$70.5M 0.18% 136
2021
Q4 		$9.38M Sell
111,512
-1,537
-1% -$124K 0.02% 467
2021
Q3 		$8.23M Sell
113,049
-133,645
-54% -$9.54M 0.02% 490
2021
Q2 		$18M Buy
246,694
+127,046
+106% +$8.99M 0.04% 391
2021
Q1 		$7.8M Sell
119,648
-21,207
-15% -$1.29M 0.02% 508
2020
Q4 		$7.47M Buy
140,855
+8,471
+6% +$383K 0.02% 487
2020
Q3 		$4.79M Sell
132,384
-974,933
-88% -$33.9M 0.01% 523
2020
Q2 		$37.4M Buy
1,107,317
+270,930
+32% +$9.7M 0.13% 189
2020
Q1 		$28.1M Sell
836,387
-10,000
-1% -$420K 0.11% 227
2019
Q4 		$40.3M Buy
846,387
+213,997
+34% +$9.43M 0.13% 217
2019
Q3 		$26.5M Sell
632,390
-16,020
-2% -$647K 0.09% 275
2019
Q2 		$26.1M Buy
648,410
+596,443
+1,148% +$26M 0.09% 293
2019
Q1 		$2.22M Sell
51,967
-1,934
-4% -$87.3K 0.01% 695
2018
Q4 		$2.24M Sell
53,901
-30,589
-36% -$1.38M 0.01% 657
2018
Q3 		$4.15M Sell
84,490
-403,474
-83% -$20.6M 0.02% 587
2018
Q2 		$24.9M Buy
487,964
+46,925
+11% +$2.6M 0.11% 232
2018
Q1 		$23M Buy
441,039
+117,504
+36% +$6.3M 0.11% 239
2017
Q4 		$16.6M Buy
323,535
+55,531
+21% +$2.61M 0.09% 272
2017
Q3 		$11.7M Hold
268,004
– – 0.07% 282
2017
Q2 		$11.5M Sell
268,004
-23,476
-8% -$940K 0.07% 281
2017
Q1 		$11.9M Buy
291,480
+63,799
+28% +$2.63M 0.08% 279
2016
Q4 		$8.98M Buy
227,681
+29,088
+15% +$1.04M 0.07% 289
2016
Q3 		$6.27M Buy
198,593
+6,679
+3% +$196K 0.05% 341
2016
Q2 		$4.86M Sell
191,914
-9,424
-5% -$268K 0.04% 373
2016
Q1 		$5.64M Buy
201,338
+34,424
+21% +$909K 0.05% 340
2015
Q4 		$5.5M Buy
166,914
+40,554
+32% +$1.28M 0.05% 318
2015
Q3 		$3.61M Sell
126,360
-534
-0.4% -$17.1K 0.03% 385
2015
Q2 		$4.14M Buy
126,894
+117,672
+1,276% +$3.72M 0.03% 374
2015
Q1 		$281K Sell
9,222
-38,933
-81% -$1.13M ﹤0.01% 704
2014
Q4 		$1.45M Sell
48,155
-6,070
-11% -$172K 0.01% 515
2014
Q3 		$1.59M Sell
54,225
-54,139
-50% -$1.53M 0.01% 484
2014
Q2 		$2.92M Buy
108,364
+10,986
+11% +$288K 0.02% 381
2014
Q1 		$2.66M Buy
97,378
+46,236
+90% +$1.21M 0.02% 376
2013
Q4 		$1.33M Hold
51,142
– – 0.01% 410
2013
Q3 		$1.08M Sell
51,142
-494,387
-91% -$10.7M 0.01% 446
2013
Q2 		$11.6M Buy
+545,529
New +$10.1M 0.12% 181

Other funds holding SCHW

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management's SCHW Position: Q2 2026 in Review

Robeco Institutional Asset Management reduced its Charles Schwab (SCHW) stake by 3% in Q2 2026, selling an estimated $2.68M and leaving 935,109 shares worth $86.3M. The position accounts for 0.11% of the portfolio, ranked #200.

Robeco Institutional Asset Management first reported a position in SCHW in Q2 2013 and has held it in 53 quarters since. The position peaked at $151M in Q4 2025. 550 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Robeco Institutional Asset Management held 935,109 shares of Charles Schwab worth $86.3M as of Q2 2026.
  • Robeco Institutional Asset Management sold 29,350 Charles Schwab shares in Q2 2026, an estimated $2.68M.
  • Charles Schwab made up 0.11% of Robeco Institutional Asset Management's portfolio in Q2 2026, its #200 holding.
  • Robeco Institutional Asset Management first reported a position in Charles Schwab in Q2 2013 and has held it in 53 quarters since.
  • Robeco Institutional Asset Management's Charles Schwab position peaked at $151M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Robeco Institutional Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.