Formuepleje A/S’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
Q2
$9.34M Buy
101,262
+22,842
+29% +$2.08M 0.73% 23
2026
Q1
$7.37M Buy
+78,420
New +$7.69M 0.67% 26

Other funds holding SCHW

Formuepleje A/S's SCHW Position: Q2 2026 in Review

Formuepleje A/S increased its Charles Schwab (SCHW) stake by 29% in Q2 2026, buying an estimated $2.08M and bringing the position to 101,262 shares worth $9.34M. The position accounts for 0.73% of the portfolio, ranked #23.

Formuepleje A/S first reported a position in SCHW in Q1 2026 and has held it in 2 quarters since. 2,307 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Formuepleje A/S held 101,262 shares of Charles Schwab worth $9.34M as of Q2 2026.
  • Formuepleje A/S bought 22,842 Charles Schwab shares in Q2 2026, an estimated $2.08M.
  • Charles Schwab made up 0.73% of Formuepleje A/S's portfolio in Q2 2026, its #23 holding.
  • Formuepleje A/S first reported a position in Charles Schwab in Q1 2026 and has held it in 2 quarters since.
  • 2,307 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Formuepleje A/S's 13F filing for Q2 2026, filed 27 Aug 2026.