Zurich Insurance Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.8M | Sell |
348,675
-11,443
| -3% | -$1.12M | 0.26% | 106 |
|
|
2025
Q4 | $36M | Buy |
360,118
+19,289
| +6% | +$1.83M | 0.25% | 107 |
|
|
2025
Q3 | $32.5M | Sell |
340,829
-1,004,180
| -75% | -$95.3M | 0.23% | 99 |
|
|
2025
Q2 | $123M | Buy |
+1,345,009
| New | +$113M | 0.95% | 28 |
|
|
2024
Q1 | – | Sell |
-38,600
| Closed | -$2.66M | – | 286 |
|
|
2023
Q4 | $2.66M | Hold |
38,600
| – | – | 0.03% | 151 |
|
|
2023
Q3 | $2.12M | Buy |
+38,600
| New | +$2.33M | 0.02% | 159 |
|
|
2023
Q1 | – | Sell |
-1,125,387
| Closed | -$93.7M | – | 268 |
|
|
2022
Q4 | $93.7M | Buy |
1,125,387
+139,560
| +14% | +$10.8M | 1.34% | 20 |
|
|
2022
Q3 | $70.9M | Buy |
985,827
+702,905
| +248% | +$48.8M | 1.11% | 26 |
|
|
2022
Q2 | $17.9M | Sell |
282,922
-105,530
| -27% | -$7.28M | 0.26% | 97 |
|
|
2022
Q1 | $32.8M | Buy |
+388,452
| New | +$34.2M | 0.41% | 71 |
|
|
2020
Q1 | – | Sell |
-210,068
| Closed | -$9.99M | – | 243 |
|
|
2019
Q4 | $9.99M | Sell |
210,068
-4,499
| -2% | -$198K | 0.18% | 102 |
|
|
2019
Q3 | $8.97M | Buy |
214,567
+7,099
| +3% | +$287K | 0.17% | 151 |
|
|
2019
Q2 | $8.34M | Sell |
207,468
-74,547
| -26% | -$3.25M | 0.17% | 174 |
|
|
2019
Q1 | $12.1M | Buy |
282,015
+45,627
| +19% | +$2.06M | 0.26% | 116 |
|
|
2018
Q4 | $9.82M | Buy |
236,388
+45,528
| +24% | +$2.06M | 0.24% | 136 |
|
|
2018
Q3 | $9.38M | Sell |
190,860
-53,704
| -22% | -$2.74M | 0.2% | 142 |
|
|
2018
Q2 | $12.5M | Sell |
244,564
-28,871
| -11% | -$1.6M | 0.28% | 92 |
|
|
2018
Q1 | $14.3M | Buy |
273,435
+53,037
| +24% | +$2.84M | 0.33% | 73 |
|
|
2017
Q4 | $11.3M | Buy |
220,398
+62,363
| +39% | +$2.93M | 0.27% | 90 |
|
|
2017
Q3 | $6.91M | Sell |
158,035
-59,718
| -27% | -$2.48M | 0.19% | 124 |
|
|
2017
Q2 | $9.36M | Buy |
217,753
+18,985
| +10% | +$760K | 0.27% | 86 |
|
|
2017
Q1 | $8.11M | Buy |
198,768
+35,100
| +21% | +$1.45M | 0.23% | 94 |
|
|
2016
Q4 | $6.46M | Sell |
163,668
-35,814
| -18% | -$1.28M | 0.2% | 119 |
|
|
2016
Q3 | $6.3M | Buy |
199,482
+45,680
| +30% | +$1.34M | 0.21% | 127 |
|
|
2016
Q2 | $3.89M | Sell |
153,802
-66,810
| -30% | -$1.9M | 0.14% | 183 |
|
|
2016
Q1 | $6.18M | Sell |
220,612
-85,027
| -28% | -$2.24M | 0.22% | 125 |
|
|
2015
Q4 | $10.1M | Sell |
305,639
-96,281
| -24% | -$3.05M | 0.36% | 85 |
|
|
2015
Q3 | $11.5M | Buy |
+401,920
| New | +$12.9M | 0.42% | 88 |
|
Other funds holding SCHW
VCM
VPM
Zurich Insurance Group's SCHW Position: Q1 2026 in Review
Zurich Insurance Group reduced its Charles Schwab (SCHW) stake by 3.2% in Q1 2026, selling an estimated $1.12M and leaving 348,675 shares worth $32.8M. The position accounts for 0.26% of the portfolio, ranked #106.
Zurich Insurance Group first reported a position in SCHW in Q3 2015 and has held it in 28 quarters since. The position peaked at $123M in Q2 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Zurich Insurance Group held 348,675 shares of Charles Schwab worth $32.8M as of Q1 2026.
- Zurich Insurance Group sold 11,443 Charles Schwab shares in Q1 2026, an estimated $1.12M.
- Charles Schwab made up 0.26% of Zurich Insurance Group's portfolio in Q1 2026, its #106 holding.
- Zurich Insurance Group first reported a position in Charles Schwab in Q3 2015 and has held it in 28 quarters since.
- Zurich Insurance Group's Charles Schwab position peaked at $123M in Q2 2025.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.