Schwab Charles Corp
SCHW.PD- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
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.
Q2 2022 vs. Q1 2022
How the institutions holding Schwab Charles Corp changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 10 | 1 | 8 | −1 |
| Shares | 495.6K | 70.3K | 398.0K | −27.2K (−6.4%) |
| Value | $12.5M | $1.78M | $9.93M | −$834.7K (−7.8%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (1)
Institutions that held Schwab Charles Corp at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rhumbline Advisers | 19,975 | $498.0K | 0.00% |
Sold out (2)
Institutions that held Schwab Charles Corp at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| SS&H Financial Advisors, Inc. | 12,100 | $306.0K |
| Freedman Financial Associates, Inc. | 75 | $2.00K |
Not filed for Q2 2022 yet (1)
Institutions that held Schwab Charles Corp at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Verity Asset Management, Inc. | 70,292 | $1.78M |