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 28 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

Q1 2022 vs. Q4 2021

How the institutions holding Schwab Charles Corp changed between Q4 2021 and Q1 2022.

All holders in Q1 2022 All holders in Q4 2021

13F holders of SCHW.PD: Q4 2021 compared with Q1 2022
Measure	Q4 2021	Q1 2022	Change
Holders	8	10	+2
Shares	443.3K	495.6K	+52.2K (+11.8%)
Value	$11.3M	$12.5M	+$1.25M (+11.0%)

New holders (2)

Institutions that held Schwab Charles Corp at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to SCHW.PD in Q1 2022
Institution	Shares	Value	% of portfolio
Cyrus J. Lawrence, LLC	43,898	$1.11M	0.25%
SS&H Financial Advisors, Inc.	12,100	$306.0K	0.12%

Sold out (0)

Institutions that held Schwab Charles Corp at the end of Q4 2021 and filed for Q1 2022 without it.

None.