HIIFS
SCHW

Harel Insurance Investments & Financial Services’s Charles Schwab SCHW Stock Holding History

Harel Insurance Investments & Financial Services’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
Q2 		$92K Buy
+1,000
New +$91.2K ﹤0.01% 414
2025
Q4 		– Sell
-4,400
Closed -$419K – 472
2025
Q3 		$419K Buy
4,400
+2,728
+163% +$259K ﹤0.01% 240
2025
Q2 		$153K Buy
+1,672
New +$140K ﹤0.01% 291
2023
Q3 		– Sell
-3,880
Closed -$222K – 763
2023
Q2 		$222K Buy
+3,880
New +$203K 0.01% 302
2023
Q1 		– Sell
-3,660
Closed -$302K – 735
2022
Q4 		$302K Hold
3,660
– – 0.01% 249
2022
Q3 		$266K Buy
+3,660
New +$254K 0.01% 274
2021
Q3 		– Sell
-20,936
Closed -$4.97M – 781
2021
Q2 		$4.97M Buy
20,936
+15,981
+323% +$1.13M 0.11% 90
2021
Q1 		$1.08M Sell
4,955
-3,811
-43% -$231K 0.02% 344
2020
Q4 		$1.32M Buy
8,766
+1,323
+18% +$59.9K 0.03% 249
2020
Q3 		$270K Buy
7,443
+4,929
+196% +$171K 0.01% 259
2020
Q2 		$85K Sell
2,514
-1,323
-34% -$47.4K ﹤0.01% 344
2020
Q1 		$129K Sell
3,837
-6,697
-64% -$281K 0.01% 193
2019
Q4 		$501K Buy
10,534
+9,211
+696% +$406K 0.02% 126
2019
Q3 		$55K Sell
1,323
-5,565
-81% -$225K ﹤0.01% 295
2019
Q2 		$277K Sell
6,888
-3,753
-35% -$164K 0.01% 167
2019
Q1 		$455K Buy
10,641
+641
+6% +$28.9K 0.03% 82
2018
Q4 		$415K Buy
+10,000
New +$452K 0.03% 118

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SCHW Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services opened a new position in Charles Schwab (SCHW) in Q2 2026: 1,000 shares worth $92K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Harel Insurance Investments & Financial Services previously reported a position in SCHW as recently as Q3 2025.

Harel Insurance Investments & Financial Services first reported a position in SCHW in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.97M in Q2 2021. 1,757 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 1,000 shares of Charles Schwab worth $92K as of Q2 2026.
  • Charles Schwab was a new Harel Insurance Investments & Financial Services position in Q2 2026.
  • Charles Schwab made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #414 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Charles Schwab in Q4 2018 and has held it in 17 quarters since.
  • Harel Insurance Investments & Financial Services's Charles Schwab position peaked at $4.97M in Q2 2021.
  • 1,757 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.