SWISS RE LTD

Position in SCHW — Schwab Charles Corp

CIK 1519921 ZURICH, V8

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$281,977

+$269,478 QoQ

Shares Held

3,056

+2197.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,791

of 2,309 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SWISS RE LTD holds $1,369,819 across 4 Capital Markets names. SCHW ranks #3 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	468	$473,321
2	MS	Morgan Stanley	1,609	$336,345
3	SCHW	Schwab Charles Corp This page	3,056	$281,977
4	HOOD	Robinhood Markets, Inc.	2,774	$278,176

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,977	3,056	+2197.7%	Shares	Defined	2026-08-11
2026-03-31	$12,499	133	0.0%	Shares	Defined	2026-05-12
2025-12-31	$13,288	133	—	Shares	Defined	2026-02-12
No filing history on record for this holder in this stock.