Zurich Insurance Group Ltd/FI
InsurancePosition in SCHW — Schwab Charles Corp
CIK 1127799
Zurich, V8
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,148,303
-$6,620,173 QoQ
Shares Held
283,389
-18.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#320
of 2,301 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Zurich Insurance Group Ltd/FI holds $244,595,509 across 7 Capital Markets names. SCHW ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
579,127 | $121,060,708 | |
| 2 | GS |
Goldman Sachs Group Inc
|
54,062 | $54,676,684 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
283,389 | $26,148,303 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
137,409 | $13,779,374 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
148,474 | $12,923,176 | |
| 6 | EVR |
Evercore Inc.
|
35,515 | $12,126,241 | |
| 7 | FUTU |
Futu Holdings Ltd
|
41,402 | $3,881,023 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,148,303 | 283,389 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $32,768,476 | 348,675 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,979,389 | 360,118 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $32,538,944 | 340,829 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $122,718,621 | 1,345,009 | Shares | Defined | 2025-08-14 | |
| 2023-12-31 | $2,655,680 | 38,600 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,119,140 | 38,600 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $93,699,721 | 1,125,387 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $70,851,386 | 985,827 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,875,011 | 282,922 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $32,750,388 | 388,452 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||