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 Q2	$30.2M	Buy	327,481 +17,300	+6%	+$1.58M	0.16%	84
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

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 $3.38T AUM 44.17% 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

Varma Mutual Pension Insurance Co's SCHW Position: Q2 2026 in Review

Varma Mutual Pension Insurance Co increased its Charles Schwab (SCHW) stake by 5.6% in Q2 2026, buying an estimated $1.58M and bringing the position to 327,481 shares worth $30.2M. The position accounts for 0.16% of the portfolio, ranked #84.

Varma Mutual Pension Insurance Co first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $31M in Q4 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Varma Mutual Pension Insurance Co held 327,481 shares of Charles Schwab worth $30.2M as of Q2 2026.
Varma Mutual Pension Insurance Co bought 17,300 Charles Schwab shares in Q2 2026, an estimated $1.58M.
Charles Schwab made up 0.16% of Varma Mutual Pension Insurance Co's portfolio in Q2 2026, its #84 holding.
Varma Mutual Pension Insurance Co first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
Varma Mutual Pension Insurance Co's Charles Schwab position peaked at $31M in Q4 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q2 2026, filed 12 Aug 2026.