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SCHW
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.9M
+19.0%
$179.5M0.5%$95.24
51
2025-Q4
Increased
1.6M
+8.6%
$161.1M0.4%$100.21
39
2025-Q3
Increased
1.5M
+2.3%
$141.5M0.4%$96.29
37
2025-Q2
Decreased
1.4M
-34.3%
$132.2M0.4%$89.17
0
2025-Q1
Increased
2.2M
+13.8%
$172.3M0.6%$76.86
49
2024-Q4
Increased
1.9M
+7.9%
$152.4M0.5%$72.79
39
2024-Q3
Increased
1.8M
+50.6%
$129.8M0.4%$63.21
50
2024-Q2
Decreased
1.2M
-7.3%
$94.4M0.4%$72.02
0

Other major holders of SCHW: VANGUARD GROUP INC, TORONTO DOMINION BANK, BlackRock, Inc.

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