TFIPS
SCHW

Towarzystwo Funduszy Inwestycyjnych PZU SA’s Charles Schwab SCHW Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 		$182K Sell
1,974
-56
-3% -$5.11K 0.05% 210
2026
Q1 		$191K Sell
2,030
-170
-8% -$16.7K 0.06% 184
2025
Q4 		$220K Buy
2,200
+190
+9% +$18K 0.06% 173
2025
Q3 		$192K Hold
2,010
– – 0.05% 182
2025
Q2 		$183K Hold
2,010
– – 0.05% 176
2025
Q1 		$157K Buy
2,010
+370
+23% +$29K 0.05% 169
2024
Q4 		$121K Buy
1,640
+330
+25% +$24.7K 0.04% 179
2024
Q3 		$84.9K Hold
1,310
– – 0.03% 228
2024
Q2 		$96.5K Sell
1,310
-20
-2% -$1.48K 0.04% 185
2024
Q1 		$96.2K Buy
1,330
+450
+51% +$29.6K 0.04% 186
2023
Q4 		$60.5K Buy
+880
New +$50.8K 0.03% 243
2021
Q3 		$58.3K Hold
800
– – 0.07% 113
2021
Q2 		$58.2K Hold
800
– – 0.07% 120
2021
Q1 		$52.1K Hold
800
– – 0.08% 119
2020
Q4 		$42.4K Buy
+800
New +$36.2K 0.04% 113

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's SCHW Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its Charles Schwab (SCHW) stake by 2.8% in Q2 2026, selling an estimated $5.11K and leaving 1,974 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #210.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in SCHW in Q4 2020 and has held it in 15 quarters since. The position peaked at $220K in Q4 2025. 1,757 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Towarzystwo Funduszy Inwestycyjnych PZU SA held 1,974 shares of Charles Schwab worth $182K as of Q2 2026.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA sold 56 Charles Schwab shares in Q2 2026, an estimated $5.11K.
  • Charles Schwab made up 0.05% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #210 holding.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Charles Schwab in Q4 2020 and has held it in 15 quarters since.
  • Towarzystwo Funduszy Inwestycyjnych PZU SA's Charles Schwab position peaked at $220K in Q4 2025.
  • 1,757 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.