GAM Holding AG

Position in SCHW — Schwab Charles Corp

CIK 1438848 Zurich, V8

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,475,578

-$671,841 QoQ

Shares Held

59,343

-9.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#618

of 2,304 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GAM Holding AG holds $20,988,562 across 7 Capital Markets names. SCHW ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XP	XP Inc.	394,299	$6,411,301
2	SCHW	Schwab Charles Corp This page	59,343	$5,475,578
3	GS	Goldman Sachs Group Inc	3,571	$3,611,601
4	MS	Morgan Stanley	16,081	$3,361,572
5	IBKR	Interactive Brokers Group, Inc.	9,578	$833,669
6	FUTU	Futu Holdings Ltd	8,000	$749,920
7	HOOD	Robinhood Markets, Inc.	5,434	$544,921

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,475,578	59,343	-9.3%	Shares	Sole	2026-08-14
2026-03-31	$6,147,419	65,412	-25.0%	Shares	Sole	2026-08-13
2025-12-31	$8,713,150	87,210	-5.8%	Shares	Sole	2026-02-17
2025-09-30	$8,838,039	92,574	+2.7%	Shares	Sole	2025-10-21
2025-06-30	$8,225,468	90,152	-53.1%	Shares	Sole	2025-08-04
2025-03-31	$15,046,120	192,209	-3.8%	Shares	Sole	2025-04-22
2024-12-31	$14,787,790	199,808	-7.8%	Shares	Sole	2025-01-31
2024-09-30	$14,047,956	216,756	+58.6%	Shares	Sole	2024-10-22
2024-06-30	$10,074,233	136,711	+3.4%	Shares	Sole	2024-07-26
2024-03-31	$9,567,905	132,263	-11.4%	Shares	Sole	2024-05-13
2023-12-31	$10,266,267	149,219	0.0%	Shares	Sole	2024-01-23
2023-09-30	$8,192,123	149,219	+0.0%	Shares	Sole	2023-10-16
2023-06-30	$8,457,676	149,218	-0.2%	Shares	Sole	2023-07-27
2023-03-31	$7,829,657	149,478	-3.4%	Shares	Sole	2023-05-09
2022-12-31	$12,877,491	154,666	-0.6%	Shares	Sole	2023-02-02
2022-09-30	$11,182,253	155,590	-0.3%	Shares	Sole	2022-10-19
2022-06-30	$9,862,018	156,094	-0.1%	Shares	Sole	2022-07-21
2022-03-31	$13,179,001	156,316	+22.9%	Shares	Sole	2022-05-06
2021-09-30	$9,265,029	127,197	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$9,272,426	127,351	-0.3%	Shares	Sole	2021-08-09
2021-03-31	$8,324,072	127,709	+4.8%	Shares	Sole	2021-05-10
2020-12-31	$6,464,886	121,887	-0.0%	Shares	Sole	2021-02-10
2020-09-30	$4,416,581	121,904	-0.2%	Shares	Sole	2020-11-06
2020-06-30	$4,123,162	122,204	-5.2%	Shares	Sole	2020-08-10
2020-03-31	$4,335,601	128,959	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.