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

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 $3.38T AUM 44.17% 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. 2,318 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.
  • 2,318 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.