Charles Schwab Corporation (SCHW)Bank Julius Baer & Co. Ltd, Zurich reduced its stake -172K shares

1.74M

Shares reported · -172K vs prior quarter

0.42%

Disclosed portfolio weight

$160M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 10, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of SCHW — reported range $1,001 - $15,000
2. Mar 30, 2026CongressDisclosed purchase of SCHW — reported range $1,001 - $15,000
3. Jul 2, 2026InsiderOfficer sold ~$194K of SCHW shares in the open market
4. Jul 6, 2026InsiderOfficer sold ~$200K of SCHW shares in the open market
5. Jul 7, 2026Insider · 2 peopleInsiders: 2 sales (~$2.4M)
6. Jul 21, 2026Company filing · Form 8-K · ResultsReported its results
7. Jul 21, 2026Insider · 2 peopleInsiders: 2 sales (~$630K)
8. Jul 23, 2026InsiderOfficer sold ~$709K of SCHW shares in the open market
9. Jul 24, 2026InsiderChair sold ~$4.63M of SCHW shares in the open market
10. Jul 27, 2026Insider · 2 peopleInsiders: 3 sales (~$23.4M)
11. Jul 28, 2026Insider · 4 peopleInsiders: 6 sales (~$20.2M)
12. Jul 29, 2026InsiderChair sold ~$10.1M of SCHW shares in the open market
13. Aug 3, 2026InsiderChair sold ~$10.1M of SCHW shares in the open market
14. Aug 4, 2026Insider · 2 peopleInsiders: 2 sales (~$7.5M)
15. Aug 5, 2026Insider · 2 peopleInsiders: 2 sales (~$4.3M)
16. Aug 6, 2026InsiderOfficer sold ~$207K of SCHW shares in the open market
17. Aug 7, 2026InsiderDirector sold ~$564K of SCHW shares in the open market
18. Aug 10, 2026InsiderOfficer sold ~$2.7M of SCHW shares in the open market

What came next

1. Aug 11, 2026InsiderChair sold ~$5.01M of SCHW shares in the open market
2. Aug 12, 2026InsiderChair sold ~$5.02M of SCHW shares in the open market
3. Aug 13, 2026InsiderOfficer sold ~$242K of SCHW shares in the open market
4. Aug 14, 2026InsiderOfficer sold ~$2.43M of SCHW shares in the open market
5. Aug 17, 2026InsiderOfficer sold ~$111K of SCHW shares in the open market
6. Aug 24, 2026Insider · 2 peopleInsiders: 2 sales (~$33.2M)
7. Aug 26, 2026InsiderDirector sold ~$1M of SCHW shares in the open market
8. Aug 28, 2026Insider · 2 peopleInsiders: 2 sales (~$8.6M)
9. Sep 1, 2026InsiderOfficer sold ~$346K of SCHW shares in the open market
10. Oct 1, 2026InsiderOfficer sold ~$489K of SCHW shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Charles Schwab Corporation

For Charles Schwab Corporation, OQRO holds 34 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports and 71 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its SCHW page.

How this filing works

• SEC Form 13F

Other disclosures at Charles Schwab Corporation

• SEC Form 4Oct 6, 2026
• SEC Form 4Sep 3, 2026
• SEC Form 4Aug 31, 2026
• SEC Form 4Aug 31, 2026
• SEC Form 4Aug 27, 2026
• SEC Form 4Aug 27, 2026

Everything OQRO holds on this company is on its SCHW page.