Zurich Cantonal Bank
SCHW

Zurich Cantonal Bank’s Charles Schwab SCHW Stock Holding History

Zurich Cantonal Bank’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 		$42.3M Sell
458,006
-548,474
-54% -$50M 0.08% 191
2026
Q1 		$94.6M Buy
+1,006,480
New +$98.7M 0.21% 92
2025
Q4 		– Sell
-1,015,297
Closed -$96.3M – 3360
2025
Q3 		$96.9M Buy
1,015,297
+68,655
+7% +$6.52M 0.22% 79
2025
Q2 		$86.4M Buy
946,642
+259,907
+38% +$21.8M 0.21% 83
2025
Q1 		$53.8M Buy
686,735
+68,702
+11% +$5.39M 0.15% 121
2024
Q4 		$45.7M Buy
618,033
+76,954
+14% +$5.76M 0.13% 129
2024
Q3 		$35.1M Buy
541,079
+20,066
+4% +$1.32M 0.1% 172
2024
Q2 		$38.4M Buy
521,013
+16,188
+3% +$1.2M 0.12% 135
2024
Q1 		$36.5M Sell
504,825
-15,213
-3% -$1M 0.13% 140
2023
Q4 		$35.8M Buy
520,038
+25,251
+5% +$1.46M 0.14% 126
2023
Q3 		$27.2M Buy
494,787
+7,537
+2% +$456K 0.12% 150
2023
Q2 		$27.6M Buy
487,250
+72,105
+17% +$3.78M 0.12% 148
2023
Q1 		$21.7M Buy
415,145
+34,020
+9% +$2.49M 0.11% 178
2022
Q4 		$31.7M Buy
381,125
+151,435
+66% +$11.8M 0.17% 122
2022
Q3 		$16.5M Buy
229,690
+27,205
+13% +$1.89M 0.1% 193
2022
Q2 		$12.8M Sell
202,485
-960
-0.5% -$66.2K 0.07% 255
2022
Q1 		$17.2M Sell
203,445
-2,512
-1% -$221K 0.08% 220
2021
Q4 		$17.3M Sell
205,957
-101,278
-33% -$8.19M 0.08% 222
2021
Q3 		$22.4M Sell
307,235
-22,542
-7% -$1.61M 0.12% 162
2021
Q2 		$24M Buy
329,777
+69,895
+27% +$4.95M 0.13% 147
2021
Q1 		$16.9M Buy
259,882
+3,287
+1% +$199K 0.1% 186
2020
Q4 		$13.6M Sell
256,595
-11,004
-4% -$498K 0.08% 221
2020
Q3 		$9.7M Buy
267,599
+39,917
+18% +$1.39M 0.07% 262
2020
Q2 		$7.68M Sell
227,682
-44,665
-16% -$1.6M 0.07% 280
2020
Q1 		$9.16M Buy
272,347
+14,665
+6% +$615K 0.09% 238
2019
Q4 		$12.3M Sell
257,682
-1,438
-0.6% -$63.4K 0.09% 237
2019
Q3 		$10.8M Buy
259,120
+7,827
+3% +$316K 0.09% 250
2019
Q2 		$10.1M Sell
251,293
-5,639
-2% -$246K 0.09% 256
2019
Q1 		$11M Buy
256,932
+2,770
+1% +$125K 0.1% 238
2018
Q4 		$10.6M Sell
254,162
-5,758
-2% -$260K 0.11% 216
2018
Q3 		$12.8M Sell
259,920
-4,974
-2% -$254K 0.11% 229
2018
Q2 		$13.5M Buy
264,894
+11,707
+5% +$648K 0.12% 204
2018
Q1 		$13.2M Buy
253,187
+2,700
+1% +$145K 0.12% 209
2017
Q4 		$12.9M Sell
250,487
-16,127
-6% -$758K 0.11% 201
2017
Q3 		$11.7M Buy
266,614
+9,450
+4% +$392K 0.11% 219
2017
Q2 		$11M Sell
257,164
-18,756
-7% -$751K 0.11% 214
2017
Q1 		$11.3M Buy
275,920
+28,239
+11% +$1.17M 0.11% 207
2016
Q4 		$9.78M Sell
247,681
-33,865
-12% -$1.21M 0.1% 216
2016
Q3 		$8.89M Buy
281,546
+96,637
+52% +$2.83M 0.09% 237
2016
Q2 		$4.68M Buy
184,909
+15,673
+9% +$445K 0.06% 338
2016
Q1 		$4.74M Sell
169,236
-15,377
-8% -$406K 0.06% 330
2015
Q4 		$6.08M Buy
184,613
+34,497
+23% +$1.09M 0.08% 258
2015
Q3 		$4.29M Buy
150,116
+12,924
+9% +$415K 0.06% 308
2015
Q2 		$4.48M Buy
137,192
+6,031
+5% +$191K 0.06% 311
2015
Q1 		$3.99M Buy
131,161
+56,540
+76% +$1.64M 0.06% 339
2014
Q4 		$2.25M Sell
74,621
-13,771
-16% -$391K 0.07% 344
2014
Q3 		$2.6M Buy
88,392
+4,371
+5% +$124K 0.09% 287
2014
Q2 		$2.26M Buy
84,021
+7,590
+10% +$199K 0.07% 365
2014
Q1 		$2.09M Buy
76,431
+11,852
+18% +$310K 0.06% 353
2013
Q4 		$1.68M Sell
64,579
-125,408
-66% -$2.99M 0.05% 366
2013
Q3 		$4.02M Buy
189,987
+8,596
+5% +$187K 0.14% 153
2013
Q2 		$3.85M Buy
+181,391
New +$3.35M 0.13% 155

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

Zurich Cantonal Bank's SCHW Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its Charles Schwab (SCHW) stake by 54% in Q2 2026, selling an estimated $50M and leaving 458,006 shares worth $42.3M. The position accounts for 0.08% of the portfolio, ranked #191.

Zurich Cantonal Bank first reported a position in SCHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $96.9M in Q3 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Zurich Cantonal Bank held 458,006 shares of Charles Schwab worth $42.3M as of Q2 2026.
  • Zurich Cantonal Bank sold 548,474 Charles Schwab shares in Q2 2026, an estimated $50M.
  • Charles Schwab made up 0.08% of Zurich Cantonal Bank's portfolio in Q2 2026, its #191 holding.
  • Zurich Cantonal Bank first reported a position in Charles Schwab in Q2 2013 and has held it in 52 quarters since.
  • Zurich Cantonal Bank's Charles Schwab position peaked at $96.9M in Q3 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.