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Stocks / Schwab Charles Corp New
Institutional Ownership

Schwab Charles Corp New

CUSIP 808513015COMQ1 2026

Institutional Holders
1
13F filers
Shares Held
46.9K
Aggregate institutional
Institutional Value
$4.41M
Q1 2026
Net New Holders
+0
0 new · 0 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

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Position Activity

Q1 2026

New positions0
Increased0
Decreased1
Sold out0

Institutional Holders

1 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Hoertkorn Richard Charles46.9K$4.41M37.6KReduced