AIA Group Ltd

Position in SCHW — Schwab Charles Corp

CIK 1522877 HONG KONG, K3

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$14,433,888

-$2,714,172 QoQ

Shares Held

156,431

-14.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#432

of 2,303 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AIA Group Ltd holds $63,811,086 across 5 Capital Markets names. SCHW ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	23,117	$23,379,840
2	MS	Morgan Stanley	76,804	$16,055,108
3	SCHW	Schwab Charles Corp This page	156,431	$14,433,888
4	TW	Tradeweb Markets Inc.	80,562	$8,028,808
5	SF	Stifel Financial Corp	27,425	$1,913,442

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,433,888	156,431	-14.3%	Shares	Defined	2026-08-13
2026-03-31	$17,148,060	182,465	+29.2%	Shares	Defined	2026-05-06
2025-12-31	$14,106,592	141,193	+729.4%	Shares	Defined	2026-02-09
2025-09-30	$1,625,281	17,024	+57.4%	Shares	Defined	2025-12-18
2025-06-30	$986,669	10,814	-13.8%	Shares	Defined	2025-08-06
2025-03-31	$982,414	12,550	+239.6%	Shares	Defined	2025-05-12
2024-12-31	$273,540	3,696	-90.7%	Shares	Defined	2025-02-12
2022-09-30	$2,846,052	39,600	+374.4%	Shares	Defined	2022-11-04
2022-03-31	$703,819	8,348	+44.4%	Shares	Defined	2022-05-06
2021-12-31	$486,098	5,780	-12.6%	Shares	Defined	2022-02-11
2021-09-30	$481,690	6,613	+42.5%	Shares	Defined	2021-11-05
2021-06-30	$337,838	4,640	—	Shares	Defined	2021-08-03
No filing history on record for this holder in this stock.