Universal-Beteiligungs- und Servicegesellschaft
SCHW

Universal-Beteiligungs- und Servicegesellschaft’s Charles Schwab SCHW Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$119M Buy
1,265,779
+20,032
+2% +$1.96M 0.2% 93
2025
Q4 		$124M Buy
1,245,747
+59,601
+5% +$5.65M 0.2% 94
2025
Q3 		$113M Buy
1,186,146
+23,364
+2% +$2.22M 0.19% 103
2025
Q2 		$106M Sell
1,162,782
-18,781
-2% -$1.57M 0.19% 103
2025
Q1 		$92.5M Buy
1,181,563
+68,858
+6% +$5.4M 0.18% 116
2024
Q4 		$82.4M Buy
+1,112,705
New +$83.3M 0.16% 127

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Universal-Beteiligungs- und Servicegesellschaft's SCHW Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Charles Schwab (SCHW) stake by 1.6% in Q1 2026, buying an estimated $1.96M and bringing the position to 1,265,779 shares worth $119M. The position accounts for 0.2% of the portfolio, ranked #93.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $124M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,265,779 shares of Charles Schwab worth $119M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 20,032 Charles Schwab shares in Q1 2026, an estimated $1.96M.
  • Charles Schwab made up 0.2% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #93 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Charles Schwab position peaked at $124M in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.