Harel Insurance Investments & Financial Services Ltd.

Insurance

Position in SCHW — Schwab Charles Corp

CIK 1429390 Ramat Gan, L3

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$92,270

-$327,798 QoQ

Shares Held

1,000

-77.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,032

of 2,304 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Harel Insurance Investments & Financial Services Ltd. holds $863,171,933 across 6 Capital Markets names. SCHW ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	371,142	$375,361,884
2	MS	Morgan Stanley	1,225,291	$256,134,830
3	ETOR	eToro Group Ltd.	5,858,948	$231,252,677
4	RIOT	Riot Platforms, Inc.	7,565	$207,129
5	HOOD	Robinhood Markets, Inc.	1,228	$123,143
6	SCHW	Schwab Charles Corp This page	1,000	$92,270

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$92,270	1,000	-77.3%	Shares	Defined	2026-07-29
2025-09-30	$420,068	4,400	+163.2%	Shares	Defined	2025-10-29
2025-06-30	$152,553	1,672	-56.9%	Shares	Defined	2025-08-05
2023-06-30	$219,918	3,880	+6.0%	Shares	Defined	2023-07-17
2022-12-31	$304,731	3,660	0.0%	Shares	Defined	2023-01-26
2022-09-30	$263,044	3,660	-82.5%	Shares	Defined	2022-10-31
2021-06-30	$1,524,350	20,936	+322.5%	Shares	Defined	2021-07-26
2021-03-31	$322,966	4,955	-43.5%	Shares	Defined	2021-04-27
2020-12-31	$464,948	8,766	+17.8%	Shares	Defined	2021-01-26
2020-09-30	$269,659	7,443	+196.1%	Shares	Defined	2020-10-20
2020-06-30	$84,822	2,514	-34.5%	Shares	Defined	2020-07-14
2020-03-31	$128,999	3,837	—	Shares	Defined	2020-04-28
No filing history on record for this holder in this stock.