Position history for Bank Julius Baer & Co. Ltd, Zurich's holdings in SCHWAB CHARLES CORP
Bank Julius Baer & Co. Ltd, Zurich holds 1.9M shares of SCHW (SCHWAB CHARLES CORP), worth $179.5M as of 2026-Q1. The position was increased (+19.0% shares). SCHW represents 0.5% of Bank Julius Baer & Co. Ltd, Zurich's portfolio.
Current Value
$179.5M
Current Shares
1.9M
Total Value Change
+$85.1M
Total Shares Change
+721,270
Other major holders of SCHW: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.9M |
+19.0% |
| $179.5M |
| 0.5% |
| $95.24 |
51 |
| 2025-Q4 | Increased | 1.6M | +8.6% | $161.1M | 0.4% | $100.21 | 39 |
| 2025-Q3 | Increased | 1.5M | +2.3% | $141.5M | 0.4% | $96.29 | 37 |
| 2025-Q2 | Decreased | 1.4M | -34.3% | $132.2M | 0.4% | $89.17 | 0 |
| 2025-Q1 | Increased | 2.2M | +13.8% | $172.3M | 0.6% | $76.86 | 49 |
| 2024-Q4 | Increased | 1.9M | +7.9% | $152.4M | 0.5% | $72.79 | 39 |
| 2024-Q3 | Increased | 1.8M | +50.6% | $129.8M | 0.4% | $63.21 | 50 |
| 2024-Q2 | Decreased | 1.2M | -7.3% | $94.4M | 0.4% | $72.02 | 0 |