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.
Q4 2023 vs. Q3 2023
How the institutions holding Schwab Charles Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 7 | 7 | 0 |
| Shares | 345.1K | 333.9K | −11.2K (−3.3%) |
| Value | $8.05M | $8.38M | +$329.4K (+4.1%) |
New holders (3)
Institutions that held Schwab Charles Corp at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Archer Investment Corp | 600 | $15.1K | 0.00% |
| Bartlett & Co. Wealth Management LLC | 405 | $10.2K | 0.00% |
| Bartlett & Co. LLC | 405 | $10.0K | 0.00% |
Sold out (3)
Institutions that held Schwab Charles Corp at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Strategic Investment Solutions, Inc. | 8,580 | $213.1K |
| Cornerstone Planning Group LLC | 100 | $2.44K |
| ORG Partners LLC | 30 | $730 |