Institutional Ownership
Charles Schwab Corp
CUSIP 808513865PFDSCHW.4.45.PERP.JQ1 2026
Institutional Holders
3
13F filers
Shares Held
32.7K
Aggregate institutional
Institutional Value
$579.0K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out1
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sterling Capital Management LLC | 30.9K | $546.7K | 0 | Held |
| 2 | Pnc Financial Services Group, Inc. | 1.2K | $21.3K | −262 | Reduced |
| 3 | First Command Advisory Services, Inc. | 625 | $11.1K | +625 | New |