Schwab Charles Corp
SCHW- 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; 2,318 institutions reported holding it in 13F filings for Q2 2026, worth $133.8B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.
Q4 2022 vs. Q3 2022
How the institutions holding Schwab Charles Corp changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 1,520 | 28 | 1,626 | +134 |
| Shares | 1.35B | 9.43M | 1.56B | +219.8M (+16.4%) |
| Value | $97.3B | $677.7M | $129.9B | +$33.3B (+34.4%) |
28 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (212)
Institutions that held Schwab Charles Corp at the end of Q4 2022 but not at the end of Q3 2022.
Showing the largest 100 of 212 by value.
Sold out (78)
Institutions that held Schwab Charles Corp at the end of Q3 2022 and filed for Q4 2022 without it.
Not filed for Q4 2022 yet (28)
Institutions that held Schwab Charles Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.