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 28 sales; 5 institutions reported holding it in 13F filings for Q2 2026, worth $733.2K in total; no superinvestor holds it.
Q1 2025 vs. Q4 2024
How the institutions holding Schwab Charles Corp changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 8 | 7 | −1 |
| Shares | 333.0K | 26.8K | −306.2K (−92.0%) |
| Value | $8.36M | $666.9K | −$7.69M (−92.0%) |
New holders (0)
Institutions that held Schwab Charles Corp at the end of Q1 2025 but not at the end of Q4 2024.
None.
Sold out (1)
Institutions that held Schwab Charles Corp at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Crossmark Global Holdings, Inc. | 306,710 | $7.70M |