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Disclosery

Swiss Life Asset Management Ltd: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Swiss Life Asset Management Ltd on SCHW, newest first. How the timeline and the estimate are built.

Swiss Life Asset Management Ltd held 357,255 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 357,255 shares
    Change vs previous 13F -265,907 shares

    0.14% of the 13F portfolio, value $32,963,919.

    13F-HR 0001172661-26-002910 filed by Swiss Life Asset Management Ltd
    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 623,162 shares
    Change vs previous 13F +215,983 shares

    0.41% of the 13F portfolio, value $83,119,027.

    13F-HR 0001172661-26-001895 filed by Swiss Life Asset Management Ltd
    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 407,179 shares
    Change vs previous 13F +16,482 shares

    0.21% of the 13F portfolio, value $40,681,253.

    13F-HR 0001172661-26-000461 filed by Swiss Life Asset Management Ltd
    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 390,697 shares
    Change vs previous 13F +104,576 shares

    0.19% of the 13F portfolio, value $37,299,842.

    13F-HR 0001172661-25-005239 filed by Swiss Life Asset Management Ltd
    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 286,121 shares
    Change vs previous 13F +32,499 shares

    0.15% of the 13F portfolio, value $26,105,680.

    13F-HR 0001172661-25-005235 filed by Swiss Life Asset Management Ltd
    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 253,622 shares
    Change vs previous 13F +58,729 shares

    0.14% of the 13F portfolio, value $19,853,530.

    13F-HR 0001172661-25-005234 filed by Swiss Life Asset Management Ltd
    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 194,893 shares
    Change vs previous 13F -44,320 shares

    0.11% of the 13F portfolio, value $14,405,427.

    13F-HR 0001172661-25-005245 filed by Swiss Life Asset Management Ltd
    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 239,213 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,499,063.

    13F-HR 0001172661-25-005246 filed by Swiss Life Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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