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
Q2 		$121M Buy
1,311,293
+45,514
+4% +$4.15M 0.18% 99
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 $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

Universal-Beteiligungs- und Servicegesellschaft's SCHW Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Charles Schwab (SCHW) stake by 3.6% in Q2 2026, buying an estimated $4.15M and bringing the position to 1,311,293 shares worth $121M. The position accounts for 0.18% of the portfolio, ranked #99.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $124M in Q4 2025. 2,310 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,311,293 shares of Charles Schwab worth $121M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 45,514 Charles Schwab shares in Q2 2026, an estimated $4.15M.
  • Charles Schwab made up 0.18% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #99 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Charles Schwab position peaked at $124M in Q4 2025.
  • 2,310 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.