Schwab Charles Corp
SCHW.PJ- 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; 4 institutions reported holding it in 13F filings for Q2 2026, worth $1.40M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Schwab Charles Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4
- +1 vs. Q1 2026
- Shares held
- 80.0K
- +47.3K (+144.7%) vs. Q1 2026
- Total value
- $1.40M
- +$816.5K (+141.0%) vs. Q1 2026
- New holders
- 1
- 1 more added
- Sold out
- 0
- 1 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCHW.PJ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4 | $1.40M |
| Q1 2026 | 3 | $579.0K |
| Q4 2025 | 3 | $657.5K |
| Q3 2025 | 3 | $643.0K |
| Q2 2025 | 4 | $1.32M |
| Q1 2025 | 3 | $1.37M |
| Q4 2024 | 3 | $1.36M |
| Q3 2024 | 5 | $2.26M |
| Q2 2024 | 4 | $1.57M |
| Q1 2024 | 3 | $1.27M |
| Q4 2023 | 5 | $1.21M |
| Q3 2023 | 5 | $1.13M |
| Q2 2023 | 5 | $1.09M |
| Q1 2023 | 6 | $2.06M |
| Q4 2022 | 6 | $1.56M |
| Q3 2022 | 4 | $2.13M |
| Q2 2022 | 4 | $2.34M |
| Q1 2022 | 5 | $2.53M |
| Q4 2021 | 5 | $4.28M |
| Q3 2021 | 3 | $2.98M |
| Q2 2021 | 2 | $2.01M |
| Q1 2021 | 2 | $1.85M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vima LLC | 45,884 | $802.1K | 0.78% | +45,884 | New |
| Sterling Capital Management LLC | 30,850 | $536.8K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,049 | $35.8K | 0.00% | +1,424+227.8% | Added |
| The PNC Financial Services Group, Inc. | 1,192 | $20.8K | 0.00% | −11−0.9% | Reduced |