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
Q1 		– Sell
-1,030,995
Closed -$103M – 3359
2025
Q4 		$103M Buy
+1,030,995
New +$97.8M 0.22% 81

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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

Zurich Cantonal Bank's SCHW Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in Charles Schwab (SCHW) in Q1 2026: 1,006,480 shares worth $94.6M. The stake represents 0.21% of the portfolio and ranks #92 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in SCHW as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in SCHW in Q2 2013 and has held it in 51 quarters since. The position peaked at $96.9M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Zurich Cantonal Bank held 1,006,480 shares of Charles Schwab worth $94.6M as of Q1 2026.
  • Charles Schwab was a new Zurich Cantonal Bank position in Q1 2026.
  • Charles Schwab made up 0.21% of Zurich Cantonal Bank's portfolio in Q1 2026, its #92 holding.
  • Zurich Cantonal Bank first reported a position in Charles Schwab in Q2 2013 and has held it in 51 quarters since.
  • Zurich Cantonal Bank's Charles Schwab position peaked at $96.9M in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.