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 2023 vs. Q3 2023
How the institutions holding Schwab Charles Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 1,740 | 28 | 1,877 | +165 |
| Shares | 1.47B | 1.69M | 1.50B | +33.3M (+2.3%) |
| Value | $80.5B | $92.6M | $103.0B | +$22.6B (+28.2%) |
28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (287)
Institutions that held Schwab Charles Corp at the end of Q4 2023 but not at the end of Q3 2023.
Showing the largest 100 of 287 by value.
Sold out (122)
Institutions that held Schwab Charles Corp at the end of Q3 2023 and filed for Q4 2023 without it.
Showing the largest 100 of 122 by value.
Not filed for Q4 2023 yet (28)
Institutions that held Schwab Charles Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.