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 Q2	$282K	Buy	3,056 +2,923	+2,198%	+$267K	0.03%	80
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Swiss Re's SCHW Position: Q2 2026 in Review

Swiss Re increased its Charles Schwab (SCHW) stake by 2,198% in Q2 2026, buying an estimated $267K and bringing the position to 3,056 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #80.

Swiss Re first reported a position in SCHW in Q4 2025 and has held it in 3 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Swiss Re held 3,056 shares of Charles Schwab worth $282K as of Q2 2026.
Swiss Re bought 2,923 Charles Schwab shares in Q2 2026, an estimated $267K.
Charles Schwab made up 0.03% of Swiss Re's portfolio in Q2 2026, its #80 holding.
Swiss Re first reported a position in Charles Schwab in Q4 2025 and has held it in 3 quarters since.
2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Swiss Re's 13F filing for Q2 2026, filed 11 Aug 2026.