Schwab Charles Corp

SCHW.PD

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000316709

SEC filings (opens in a new tab)

In the last 90 days, Schwab Charles Corp insiders filed 0 open-market purchases and 29 sales; 5 institutions reported holding it in 13F filings for Q2 2026, worth $733.2K in total; no superinvestor holds it.

Other share classesSCHW SCHW.PJ

Q4 2021 vs. Q3 2021

How the institutions holding Schwab Charles Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of SCHW.PD: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Q4 2021	Change
Holders	7	8	+1
Shares	424.7K	443.3K	+18.7K (+4.4%)
Value	$10.8M	$11.3M	+$505.5K (+4.7%)

New holders (2)

Institutions that held Schwab Charles Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to SCHW.PD in Q4 2021
Institution	Shares	Value	% of portfolio
Bartlett & Co. Wealth Management LLC	11,555	$294.4K	0.00%
Bartlett & Co. LLC	11,555	$294.0K	0.00%

Sold out (1)

Institutions that held Schwab Charles Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of SCHW.PD in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Murphy Capital Management Inc	8,105	$205.0K