Swiss Re’s Charles Schwab SCHW Stock Holding History

Swiss Re’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 Q1	$12.5K	Hold	133	–	–	0.08%	194
2025 Q4	$13.3K	Buy	+133	New	+$12.6K	﹤0.01%	192

Other funds holding SCHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Swiss Re's SCHW Position: Q1 2026 in Review

Swiss Re held its Charles Schwab (SCHW) position steady in Q1 2026 at 133 shares worth $12.5K. The position accounts for 0.08% of the portfolio, ranked #194.

Swiss Re first reported a position in SCHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.3K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Swiss Re held 133 shares of Charles Schwab worth $12.5K as of Q1 2026.
Swiss Re left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up 0.08% of Swiss Re's portfolio in Q1 2026, its #194 holding.
Swiss Re first reported a position in Charles Schwab in Q4 2025 and has held it in 2 quarters since.
Swiss Re's Charles Schwab position peaked at $13.3K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Swiss Re's 13F filing for Q1 2026, filed 12 May 2026.