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.
13F holders, Q1 2023
Institutional positions in Schwab Charles Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4
- −3 vs. Q4 2022
- Shares held
- 326.9K
- −93.1K (−22.2%) vs. Q4 2022
- Total value
- $7.53M
- −$2.37M (−24.0%) vs. Q4 2022
- New holders
- 1
- 3 more added
- Sold out
- 4
- 0 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCHW.PD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5 | $733.2K |
| Q1 2026 | 6 | $721.2K |
| Q4 2025 | 5 | $724.6K |
| Q3 2025 | 5 | $722.3K |
| Q2 2025 | 7 | $722.2K |
| Q1 2025 | 7 | $666.9K |
| Q4 2024 | 8 | $8.36M |
| Q3 2024 | 9 | $8.44M |
| Q2 2024 | 8 | $8.33M |
| Q1 2024 | 7 | $8.35M |
| Q4 2023 | 7 | $8.38M |
| Q3 2023 | 7 | $8.05M |
| Q2 2023 | 5 | $8.36M |
| Q1 2023 | 4 | $7.53M |
| Q4 2022 | 9 | $9.93M |
| Q3 2022 | 9 | $12.2M |
| Q2 2022 | 8 | $9.93M |
| Q1 2022 | 10 | $12.5M |
| Q4 2021 | 8 | $11.3M |
| Q3 2021 | 7 | $10.8M |
| Q2 2021 | 8 | $11.0M |
| Q1 2021 | 8 | $16.5M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellevest, Inc. | 124 | $6.50K | 0.00% | +124 | New |
| Estabrook Capital Management | 9,200 | $211.9K | 0.04% | +8,050+700.0% | Added |
| Mengis Capital Management, Inc. | 17,104 | $393.9K | 0.08% | +1,011+6.3% | Added |
| Crossmark Global Holdings, Inc. | 300,495 | $6.92M | 0.16% | +2,496+0.8% | Added |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −87,337−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −8,705−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −8,705−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Cribstone Capital Management, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |