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Bank Julius Baer & Co. Ltd, Zurich: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bank Julius Baer & Co. Ltd, Zurich on SCHW, newest first. How the timeline and the estimate are built.

Bank Julius Baer & Co. Ltd, Zurich held 1,743,171 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,743,171 shares
    Change vs previous 13F -171,596 shares

    0.42% of the 13F portfolio, value $160,199,593.

    13F-HR 0001544599-26-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,914,767 shares
    Change vs previous 13F +305,368 shares

    0.54% of the 13F portfolio, value $179,503,813.

    13F-HR 0001544599-26-000005 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,609,399 shares
    Change vs previous 13F +126,738 shares

    0.44% of the 13F portfolio, value $161,068,308.

    13F-HR 0001544599-26-000002 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,482,661 shares
    Change vs previous 13F +33,883 shares

    0.4% of the 13F portfolio, value $141,549,674.

    13F-HR 0001544599-25-000009 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 1,448,778 shares
    Change vs previous 13F -757,428 shares

    0.39% of the 13F portfolio, value $132,186,521.

    13F-HR/A 0001544599-25-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 2,206,206 shares
    Change vs previous 13F +267,420 shares

    0.56% of the 13F portfolio, value $172,296,980.

    13F-HR/A 0001544599-25-000008 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,938,786 shares
    Change vs previous 13F +141,254 shares

    0.47% of the 13F portfolio, value $152,394,035.

    13F-HR 0001544599-25-000001 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,797,532 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $129,773,940.

    13F-HR 0001544599-24-000010 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).