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 2026 vs. Q4 2025
How the institutions holding Schwab Charles Corp changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 5 | 1 | 6 | +2 |
| Shares | 29.0K | 30 | 29.7K | +776 (+2.7%) |
| Value | $724.6K | $750 | $721.2K | −$2.60K (−0.4%) |
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (2)
Institutions that held Schwab Charles Corp at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| First Command Advisory Services, Inc. | 346 | $8.39K | 0.00% |
| Golden State Equity Partners | 30 | $727 | 0.00% |
Sold out (0)
Institutions that held Schwab Charles Corp at the end of Q4 2025 and filed for Q1 2026 without it.
None.
Not filed for Q1 2026 yet (1)
Institutions that held Schwab Charles Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| ORG Partners LLC | 30 | $750 |