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 28 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.
Q2 2023 vs. Q1 2023
How the institutions holding Schwab Charles Corp changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 1,676 | 8 | 1,775 | +107 |
| Shares | 1.49B | 252.9K | 1.46B | −22.9M (−1.5%) |
| Value | $77.1B | $13.2M | $82.9B | +$5.87B (+7.6%) |
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (252)
Institutions that held Schwab Charles Corp at the end of Q2 2023 but not at the end of Q1 2023.
Showing the largest 100 of 252 by value.
Sold out (145)
Institutions that held Schwab Charles Corp at the end of Q1 2023 and filed for Q2 2023 without it.
Showing the largest 100 of 145 by value.
Not filed for Q2 2023 yet (8)
Institutions that held Schwab Charles Corp at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Parsec Financial Management, Inc. | 164,267 | $8.60M |
| LeJeune Puetz Investment Counsel LLC | 58,515 | $3.07M |
| Stonnington Group, LLC | 12,768 | $657.4K |
| ETF Managers Group, LLC | 8,615 | $451.3K |
| Old Port Advisors | 7,744 | $400.4K |
| Householder Group Estate & Retirement Specialist, LLC | 574 | $30.0K |
| Pathway Financial Advisers, LLC | 340 | $17.8K |
| Ahrens Investment Partners LLC | 33 | $1.73K |