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 2025 vs. Q1 2025

How the institutions holding Schwab Charles Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of SCHW.PD: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Q2 2025	Change
Holders	7	7	0
Shares	26.8K	29.3K	+2.48K (+9.3%)
Value	$666.9K	$722.2K	+$55.3K (+8.3%)

New holders (1)

Institutions that held Schwab Charles Corp at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to SCHW.PD in Q2 2025
Institution	Shares	Value	% of portfolio
GFG Capital, LLC	2,500	$61.6K	0.02%

Sold out (1)

Institutions that held Schwab Charles Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of SCHW.PD in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Studio Investment Management LLC	17	$423