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.
Q2 2024 vs. Q1 2024
How the institutions holding Schwab Charles Corp changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 7 | 8 | +1 |
| Shares | 330.6K | 331.7K | +1.10K (+0.3%) |
| Value | $8.35M | $8.33M | −$18.6K (−0.2%) |
New holders (2)
Institutions that held Schwab Charles Corp at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| 1620 Investment Advisors, Inc. | 680 | $17.1K | 0.01% |
| Studio Investment Management LLC | 17 | $427 | 0.00% |
Sold out (1)
Institutions that held Schwab Charles Corp at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Sofos Investments, Inc. | 39 | $985 |