Lazard Freres Gestion S.A.S. SCHW β€” SCHWAB CHARLES

Ownership history in Lazard Freres Gestion S.A.S.  Β·  14 quarters on record

AI Ownership Summary

Lazard Freres Gestion S.A.S. reported SCHWAB CHARLES (SCHW) in 14 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows SCHW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lazard Freres Gestion S.A.S.'s position in SCHWAB CHARLES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lazard Freres Gestion S.A.S. held SCHW β€” position size vs. price
% of Fund (quarterly)    SCHW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 2,625 +2,625 β€” 0.00% $250K 2025-10-21 $94.50
2025 Q2 REDUCED 100.0% +6.5% ❌ β€” -33,880 -100.0% 0.00% $239K 2025-07-31 $96.85
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Lazard Freres Gestion S.A.S. and SCHW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lazard Freres Gestion S.A.S. reported owning SCHW?

Lazard Freres Gestion S.A.S. reported SCHW across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported SCHW position in Lazard Freres Gestion S.A.S.'s portfolio?

The largest reported portfolio weight for SCHW was 0.00% in 2025 Q2.

What is the latest reported SCHW position on this page?

The most recent filing on this page is 2025 Q3, when Lazard Freres Gestion S.A.S. reported 2,625 shares, equal to 0.00% of portfolio, with an estimated market value of $250K.

What does the chart on this SCHW ownership page compare?

The chart compares Lazard Freres Gestion S.A.S.'s quarterly SCHW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lazard Freres Gestion S.A.S. time their SCHW position?

Based on 13F filing dates vs. subsequent SCHW price moves, Lazard Freres Gestion S.A.S. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on SCHW relative to SPY over the holding period was +9.3%.

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