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Exzeo Group shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Exzeo Group (XZO) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Exzeo Group

Tip: Access up to 7 years of quarterly data

All positions including Exzeo Group held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exzeo Group by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $246k 17k 14.67