Varma Mutual Pension Insurance Co’s Charles Schwab SCHW Stock Holding History

Varma Mutual Pension Insurance Co’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	$29.2M	Hold	310,181	–	–	0.17%	75
2025 Q4	$31M	Buy	310,181 +20,500	+7%	+$1.94M	0.19%	69
2025 Q3	$27.7M	Buy	289,681 +52,100	+22%	+$4.95M	0.18%	78
2025 Q2	$21.7M	Buy	237,581 +8,500	+4%	+$712K	0.16%	80
2025 Q1	$17.9M	Sell	229,081 -23,900	-9%	-$1.88M	0.15%	102
2024 Q4	$18.7M	Sell	252,981 -58,000	-19%	-$4.34M	0.14%	102
2024 Q3	$22M	Sell	310,981 -14,400	-4%	-$946K	0.17%	103
2024 Q2	$24M	Sell	325,381 -25,619	-7%	-$1.89M	0.19%	84
2024 Q1	$25.4M	Buy	351,000 +289,800	+474%	+$19.1M	0.22%	87
2023 Q4	$4.21M	Buy	+61,200	New	+$3.53M	0.05%	192

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Varma Mutual Pension Insurance Co's SCHW Position: Q1 2026 in Review

Varma Mutual Pension Insurance Co held its Charles Schwab (SCHW) position steady in Q1 2026 at 310,181 shares worth $29.2M. The position accounts for 0.17% of the portfolio, ranked #75.

Varma Mutual Pension Insurance Co first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $31M in Q4 2025. 2,327 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

Varma Mutual Pension Insurance Co held 310,181 shares of Charles Schwab worth $29.2M as of Q1 2026.
Varma Mutual Pension Insurance Co left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up 0.17% of Varma Mutual Pension Insurance Co's portfolio in Q1 2026, its #75 holding.
Varma Mutual Pension Insurance Co first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
Varma Mutual Pension Insurance Co's Charles Schwab position peaked at $31M in Q4 2025.
2,327 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q1 2026, filed 5 May 2026.