VOYA Investment Management
SCHW

VOYA Investment Management’s Charles Schwab SCHW Stock Holding History

VOYA Investment 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
Q1 		$274M Buy
2,914,756
+1,235,349
+74% +$121M 0.29% 82
2025
Q4 		$168M Sell
1,679,407
-14,135
-0.8% -$1.34M 0.17% 137
2025
Q3 		$162M Sell
1,693,542
-1,200,853
-41% -$114M 0.16% 142
2025
Q2 		$264M Buy
2,894,395
+2,408,557
+496% +$202M 0.26% 79
2025
Q1 		$38M Buy
485,838
+33,087
+7% +$2.6M 0.04% 365
2024
Q4 		$33.5M Sell
452,751
-45,239
-9% -$3.39M 0.03% 397
2024
Q3 		$32.3M Sell
497,990
-176,776
-26% -$11.6M 0.03% 432
2024
Q2 		$49.7M Sell
674,766
-55,153
-8% -$4.07M 0.05% 331
2024
Q1 		$52.8M Sell
729,919
-35,473
-5% -$2.34M 0.05% 325
2023
Q4 		$52.7M Sell
765,392
-230,029
-23% -$13.3M 0.05% 327
2023
Q3 		$54.6M Buy
995,421
+34,723
+4% +$2.1M 0.06% 310
2023
Q2 		$54.5M Sell
960,698
-34,090
-3% -$1.79M 0.06% 317
2023
Q1 		$52.1M Sell
994,788
-2,711,213
-73% -$199M 0.06% 326
2022
Q4 		$309M Buy
3,706,001
+229,696
+7% +$17.8M 0.36% 54
2022
Q3 		$250M Buy
3,476,305
+2,687,566
+341% +$187M 0.3% 74
2022
Q2 		$49.8M Buy
788,739
+30,878
+4% +$2.13M 0.13% 162
2022
Q1 		$63.9M Buy
757,861
+115,092
+18% +$10.1M 0.13% 148
2021
Q4 		$54.1M Buy
642,769
+126,450
+24% +$10.2M 0.1% 180
2021
Q3 		$37.6M Sell
516,319
-21,640
-4% -$1.55M 0.08% 209
2021
Q2 		$39.2M Sell
537,959
-6,475
-1% -$458K 0.08% 216
2021
Q1 		$35.5M Sell
544,434
-9,860
-2% -$598K 0.07% 214
2020
Q4 		$29.4M Buy
554,294
+78,875
+17% +$3.57M 0.06% 259
2020
Q3 		$17.2M Sell
475,419
-8,770
-2% -$305K 0.04% 366
2020
Q2 		$16.3M Buy
484,189
+3,317
+0.7% +$119K 0.04% 384
2020
Q1 		$16.2M Sell
480,872
-5,066
-1% -$213K 0.04% 349
2019
Q4 		$23.1M Buy
485,938
+33,672
+7% +$1.48M 0.05% 332
2019
Q3 		$18.9M Sell
452,266
-12,643
-3% -$510K 0.04% 395
2019
Q2 		$18.7M Buy
464,909
+20,987
+5% +$915K 0.04% 406
2019
Q1 		$19M Buy
443,922
+1,400
+0.3% +$63.2K 0.04% 389
2018
Q4 		$18.4M Buy
442,522
+1,029
+0.2% +$46.5K 0.05% 381
2018
Q3 		$21.7M Sell
441,493
-8,887
-2% -$454K 0.04% 410
2018
Q2 		$23M Buy
450,380
+19,749
+5% +$1.09M 0.05% 399
2018
Q1 		$22.5M Sell
430,631
-3,416
-0.8% -$183K 0.05% 393
2017
Q4 		$22.3M Sell
434,047
-19,411
-4% -$912K 0.05% 387
2017
Q3 		$19.8M Sell
453,458
-15,255
-3% -$633K 0.04% 412
2017
Q2 		$20.1M Buy
468,713
+11,957
+3% +$479K 0.05% 392
2017
Q1 		$18.6M Buy
456,756
+2,195
+0.5% +$90.6K 0.04% 400
2016
Q4 		$17.9M Buy
454,561
+4,312
+1% +$154K 0.04% 396
2016
Q3 		$14.2K Buy
450,249
+327
+0.1% +$9.59K 0.03% 451
2016
Q2 		$11.4M Sell
449,922
-1,730
-0.4% -$49.2K 0.03% 524
2016
Q1 		$12.7M Sell
451,652
-7,047
-2% -$186K 0.03% 469
2015
Q4 		$15.1M Sell
458,699
-10,006
-2% -$317K 0.04% 429
2015
Q3 		$13.4M Buy
468,705
+30,540
+7% +$980K 0.03% 455
2015
Q2 		$14.3M Sell
438,165
-116,952
-21% -$3.7M 0.03% 467
2015
Q1 		$16.9M Sell
555,117
-10,668
-2% -$309K 0.04% 408
2014
Q4 		$17.1M Sell
565,785
-90,669
-14% -$2.58M 0.04% 406
2014
Q3 		$19.3M Sell
656,454
-5,800
-0.9% -$164K 0.04% 363
2014
Q2 		$17.8M Sell
662,254
-120,653
-15% -$3.17M 0.04% 405
2014
Q1 		$21.4M Buy
782,907
+346,678
+79% +$9.06M 0.05% 336
2013
Q4 		$11.3M Sell
436,229
-1,889
-0.4% -$45K 0.03% 551
2013
Q3 		$9.26M Sell
438,118
-12,543
-3% -$273K 0.02% 581
2013
Q2 		$9.57M Buy
+450,661
New +$8.33M 0.03% 565

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VOYA Investment Management's SCHW Position: Q1 2026 in Review

VOYA Investment Management increased its Charles Schwab (SCHW) stake by 74% in Q1 2026, buying an estimated $121M and bringing the position to 2,914,756 shares worth $274M. The position accounts for 0.29% of the portfolio, ranked #82.

VOYA Investment Management first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $309M in Q4 2022. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • VOYA Investment Management held 2,914,756 shares of Charles Schwab worth $274M as of Q1 2026.
  • VOYA Investment Management bought 1,235,349 Charles Schwab shares in Q1 2026, an estimated $121M.
  • Charles Schwab made up 0.29% of VOYA Investment Management's portfolio in Q1 2026, its #82 holding.
  • VOYA Investment Management first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • VOYA Investment Management's Charles Schwab position peaked at $309M in Q4 2022.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.