Charles Schwab’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $192M | Buy |
763,989
+585,595
| +328% | +$157M | 0.03% | 440 |
|
|
2025
Q4 | $51.1M | Buy |
178,394
+3,594
| +2% | +$1.07M | 0.01% | 1145 |
|
|
2025
Q3 | $55.6M | Buy |
174,800
+6,347
| +4% | +$2.19M | 0.01% | 1096 |
|
|
2025
Q2 | $58.4M | Sell |
168,453
-899
| -0.5% | -$333K | 0.01% | 1005 |
|
|
2025
Q1 | $71M | Buy |
169,352
+12,125
| +8% | +$4.95M | 0.01% | 836 |
|
|
2024
Q4 | $64.8M | Buy |
157,227
+14,646
| +10% | +$6.56M | 0.01% | 942 |
|
|
2024
Q3 | $77M | Sell |
142,581
-4,721
| -3% | -$2.15M | 0.01% | 817 |
|
|
2024
Q2 | $53.4M | Buy |
147,302
+10,686
| +8% | +$4.06M | 0.01% | 1025 |
|
|
2024
Q1 | $54.9M | Buy |
136,616
+608
| +0.4% | +$224K | 0.01% | 976 |
|
|
2023
Q4 | $45.6M | Buy |
136,008
+3,013
| +2% | +$905K | 0.01% | 1044 |
|
|
2023
Q3 | $39.1M | Buy |
132,995
+638
| +0.5% | +$165K | 0.01% | 1065 |
|
|
2023
Q2 | $27.8M | Sell |
132,357
-4,855
| -4% | -$1.08M | 0.01% | 1261 |
|
|
2023
Q1 | $31.8M | Buy |
137,212
+140
| +0.1% | +$33.5K | 0.01% | 1143 |
|
|
2022
Q4 | $34.1M | Buy |
137,072
+5,273
| +4% | +$1.36M | 0.01% | 1065 |
|
|
2022
Q3 | $29.3M | Buy |
131,799
+2,809
| +2% | +$592K | 0.01% | 1120 |
|
|
2022
Q2 | $24.8M | Buy |
128,990
+1,978
| +2% | +$344K | 0.01% | 1235 |
|
|
2022
Q1 | $22.4M | Buy |
127,012
+3,192
| +3% | +$573K | 0.01% | 1453 |
|
|
2021
Q4 | $23.9M | Buy |
123,820
+2,427
| +2% | +$488K | 0.01% | 1441 |
|
|
2021
Q3 | $21.7M | Buy |
121,393
+4,294
| +4% | +$777K | 0.01% | 1523 |
|
|
2021
Q2 | $22.6M | Buy |
117,099
+2,282
| +2% | +$471K | 0.01% | 1490 |
|
|
2021
Q1 | $25.4M | Buy |
114,817
+1,167
| +1% | +$283K | 0.01% | 1335 |
|
|
2020
Q4 | $27.9M | Buy |
113,650
+2,315
| +2% | +$540K | 0.01% | 1161 |
|
|
2020
Q3 | $23.4M | Buy |
111,335
+23,680
| +27% | +$4.97M | 0.01% | 1095 |
|
|
2020
Q2 | $16.8M | Buy |
87,655
+1,042
| +1% | +$183K | 0.01% | 1302 |
|
|
2020
Q1 | $12.8M | Buy |
86,613
+2,442
| +3% | +$393K | 0.01% | 1298 |
|
|
2019
Q4 | $14M | Buy |
84,171
+1,340
| +2% | +$237K | 0.01% | 1459 |
|
|
2019
Q3 | $15.4M | Sell |
82,831
-4,484
| -5% | -$1.02M | 0.01% | 1322 |
|
|
2019
Q2 | $22.2M | Buy |
87,315
+2,742
| +3% | +$567K | 0.01% | 1063 |
|
|
2019
Q1 | $15.1M | Sell |
84,573
-132,714
| -61% | -$21.3M | 0.01% | 1297 |
|
|
2018
Q4 | $29M | Buy |
217,287
+560
| +0.3% | +$72.6K | 0.02% | 745 |
|
|
2018
Q3 | $27.6M | Buy |
216,727
+8,352
| +4% | +$1.04M | 0.02% | 925 |
|
|
2018
Q2 | $24.4M | Buy |
208,375
+10,441
| +5% | +$1.21M | 0.02% | 936 |
|
|
2018
Q1 | $23.3M | Buy |
197,934
+57,944
| +41% | +$6.75M | 0.02% | 903 |
|
|
2017
Q4 | $17.1M | Buy |
139,990
+6,755
| +5% | +$818K | 0.01% | 1103 |
|
|
2017
Q3 | $16.1M | Buy |
133,235
+8,915
| +7% | +$1.09M | 0.01% | 1089 |
|
|
2017
Q2 | $15.5M | Buy |
124,320
+22,950
| +23% | +$2.77M | 0.01% | 1047 |
|
|
2017
Q1 | $12.4M | Buy |
101,370
+8,943
| +10% | +$1.04M | 0.01% | 1155 |
|
|
2016
Q4 | $10.4M | Buy |
92,427
+25,179
| +37% | +$2.68M | 0.01% | 1220 |
|
|
2016
Q3 | $6.87M | Sell |
67,248
-3,147
| -4% | -$312K | 0.01% | 1428 |
|
|
2016
Q2 | $6.99M | Buy |
70,395
+13,612
| +24% | +$1.3M | 0.01% | 1323 |
|
|
2016
Q1 | $5.28M | Buy |
56,783
+2,281
| +4% | +$215K | 0.01% | 1484 |
|
|
2015
Q4 | $5.21M | Buy |
54,502
+3,120
| +6% | +$283K | 0.01% | 1491 |
|
|
2015
Q3 | $4.26M | Buy |
51,382
+4,147
| +9% | +$345K | 0.01% | 1579 |
|
|
2015
Q2 | $3.88M | Buy |
47,235
+3,578
| +8% | +$296K | 0.01% | 1714 |
|
|
2015
Q1 | $3.81M | Buy |
43,657
+4,066
| +10% | +$360K | 0.01% | 1697 |
|
|
2014
Q4 | $3.59M | Buy |
39,591
+2,833
| +8% | +$241K | 0.01% | 1681 |
|
|
2014
Q3 | $2.79M | Buy |
36,758
+1,405
| +4% | +$106K | ﹤0.01% | 1769 |
|
|
2014
Q2 | $2.66M | Buy |
35,353
+1,519
| +4% | +$112K | ﹤0.01% | 1824 |
|
|
2014
Q1 | $2.36M | Sell |
33,834
-7,969
| -19% | -$561K | ﹤0.01% | 1858 |
|
|
2013
Q4 | $3.06M | Buy |
41,803
+4,629
| +12% | +$330K | 0.01% | 1642 |
|
|
2013
Q3 | $2.7M | Buy |
37,174
+3,242
| +10% | +$250K | 0.01% | 1660 |
|
|
2013
Q2 | $2.76M | Buy |
+33,932
| New | +$2.64M | 0.01% | 1539 |
|
Other funds holding ERIE
VCM
VPM
Charles Schwab's ERIE Position: Q1 2026 in Review
Charles Schwab increased its Erie Indemnity (ERIE) stake by 328% in Q1 2026, buying an estimated $157M and bringing the position to 763,989 shares worth $192M. The position accounts for 0.03% of the portfolio, ranked #440.
Charles Schwab first reported a position in ERIE in Q2 2013 and has held it in 52 quarters since. 402 funds tracked by Wall St. Rank hold ERIE as of Q1 2026.
- Charles Schwab held 763,989 shares of Erie Indemnity worth $192M as of Q1 2026.
- Charles Schwab bought 585,595 Erie Indemnity shares in Q1 2026, an estimated $157M.
- Erie Indemnity made up 0.03% of Charles Schwab's portfolio in Q1 2026, its #440 holding.
- Charles Schwab first reported a position in Erie Indemnity in Q2 2013 and has held it in 52 quarters since.
- 402 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.