IIL
SCHW

Income Insurance Ltd’s Charles Schwab SCHW Stock Holding History

Income Insurance Ltd’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 		$477K Hold
5,166
– – 0.28% 72
2026
Q1 		$486K Hold
5,166
– – 0.33% 65
2025
Q4 		$516K Buy
+5,166
New +$490K 0.33% 61

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Income Insurance Ltd's SCHW Position: Q2 2026 in Review

Income Insurance Ltd held its Charles Schwab (SCHW) position steady in Q2 2026 at 5,166 shares worth $477K. The position accounts for 0.28% of the portfolio, ranked #72.

Income Insurance Ltd first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. The position peaked at $516K in Q4 2025. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Income Insurance Ltd held 5,166 shares of Charles Schwab worth $477K as of Q2 2026.
  • Income Insurance Ltd left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.28% of Income Insurance Ltd's portfolio in Q2 2026, its #72 holding.
  • Income Insurance Ltd first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
  • Income Insurance Ltd's Charles Schwab position peaked at $516K in Q4 2025.
  • 2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Income Insurance Ltd's 13F filing for Q2 2026, filed 24 Jul 2026.