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.
Q3 2022 vs. Q2 2022
How the institutions holding Schwab Charles Corp changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 8 | 9 | +1 |
| Shares | 398.0K | 495.0K | +97.0K (+24.4%) |
| Value | $9.93M | $12.2M | +$2.23M (+22.4%) |
New holders (2)
Institutions that held Schwab Charles Corp at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Verity Asset Management, Inc. | 95,682 | $2.35M | 2.43% |
| Connectus Wealth, LLC | 40,980 | $1.00M | 0.02% |
Sold out (1)
Institutions that held Schwab Charles Corp at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Cyrus J. Lawrence, LLC | 35,160 | $877.0K |