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 29 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

Q2 2023 vs. Q1 2023

How the institutions holding Schwab Charles Corp changed between Q1 2023 and Q2 2023.

All holders in Q2 2023 All holders in Q1 2023

13F holders of SCHW.PD: Q1 2023 compared with Q2 2023
Measure	Q1 2023	Q2 2023	Change
Holders	4	5	+1
Shares	326.9K	337.1K	+10.1K (+3.1%)
Value	$7.53M	$8.36M	+$823.8K (+10.9%)

New holders (2)

Institutions that held Schwab Charles Corp at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to SCHW.PD in Q2 2023
Institution	Shares	Value	% of portfolio
Cornerstone Planning Group LLC	100	$2.50K	0.00%
Comerica Bank	5,244	$0	0.00%

Sold out (1)

Institutions that held Schwab Charles Corp at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of SCHW.PD in Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
Ellevest, Inc.	124	$6.50K