Universal- Beteiligungs- und Servicegesellschaft mbH
Position in SCHW — Schwab Charles Corp
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in SCHW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$118,957,910
-$5,504,672 QoQ
Shares Held
1,265,779
+1.6% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99.79538292229529.ToString("F0")%
Shared 0.20461707770471782.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $596,280,930 across 29 Capital Markets names. SCHW ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,122,601 | $184,746,446 | |
| 2 | GS |
Goldman Sachs Group Inc
|
182,938 | $154,763,718 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
1,265,779 | $118,957,910 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
337,737 | $22,652,020 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
277,127 | $19,204,901 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
45,279 | $13,621,281 | |
| 7 | WULF |
Terawulf Inc.
|
730,779 | $10,545,140 | |
| 8 | SF |
Stifel Financial Corp
|
128,852 | $9,524,739 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $118,957,910 | 1,265,779 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $124,462,582 | 1,245,747 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $113,241,358 | 1,186,146 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $106,092,229 | 1,162,782 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $92,492,751 | 1,181,563 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $82,351,297 | 1,112,705 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||