Charles Schwab’s Exzeo Group XZO Stock Holding History

Charles Schwab’s Portfolio XZO Stock Details XZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Buy	19,743 +2,959	+18%	+$43.5K	﹤0.01%	3315
2026 Q1	$246K	Buy	+16,784	New	+$298K	﹤0.01%	3283

Other funds holding XZO

Jupiter Topco New York $245B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Charles Schwab's XZO Position: Q2 2026 in Review

Charles Schwab increased its Exzeo Group (XZO) stake by 18% in Q2 2026, buying an estimated $43.5K and bringing the position to 19,743 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #3315.

Charles Schwab first reported a position in XZO in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Charles Schwab held 19,743 shares of Exzeo Group worth $333K as of Q2 2026.
Charles Schwab bought 2,959 Exzeo Group shares in Q2 2026, an estimated $43.5K.
Exzeo Group made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3315 holding.
Charles Schwab first reported a position in Exzeo Group in Q1 2026 and has held it in 2 quarters since.
78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.