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

Q4 2022 vs. Q3 2022

How the institutions holding Schwab Charles Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of SCHW.PD: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Q4 2022	Change
Holders	9	9	0
Shares	495.0K	420.8K	−74.2K (−15.0%)
Value	$12.2M	$9.93M	−$2.23M (−18.4%)

New holders (2)

Institutions that held Schwab Charles Corp at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to SCHW.PD in Q4 2022
Institution	Shares	Value	% of portfolio
Cornerstone Planning Group LLC	100	$2.50K	0.00%
The PNC Financial Services Group, Inc.	24	$566	0.00%

Sold out (2)

Institutions that held Schwab Charles Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of SCHW.PD in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Connectus Wealth, LLC	40,980	$1.00M
Rhumbline Advisers	19,975	$491.0K