SCHWAB CHARLES CORP NEW - COM

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / COM
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
86,822
Holdings value
$8,288,896
% of all portfolios
0%
Number of holders
1
Number of sells
-1
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB CHARLES CORP NEW - COM

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 86,822 $8,288,896 -$313,428 $95.47 1
2025 Q2 90,105 $8,221,180 -$120,893 $91.24 1
2025 Q1 91,430 $7,157,140 -$464,592 $78.28 1
2024 Q4 97,365 $7,205,984 -$201,677 $74.01 1
2024 Q3 100,090 $6,486,833 -$216,077 $64.81 1
2024 Q2 103,424 $7,621,315 -$359,681 $73.69 1
2024 Q1 108,305 $7,834,784 -$242,339 $72.34 1
2023 Q4 111,655 $7,681,864 -$13,760 $68.8 1
2023 Q3 111,855 $6,140,840 +$174,308 $54.9 1
2023 Q2 108,680 $6,159,982 +$464,776 $56.68 1
2023 Q1 100,480 $5,263,142 +$10,476 $52.38 1
2022 Q4 100,280 $8,349,313 -$114,483 $83.26 1
2022 Q3 101,655 $7,306,000 -$122,180 $71.87 1
2022 Q2 103,355 $6,530,000 -$224,290 $63.18 1
2022 Q1 106,905 $9,013,000 -$446,835 $84.31 1
2021 Q4 112,205 $9,436,000 -$26,070 $84.1 1
2021 Q3 112,515 $8,196,000 $72.84 1
2021 Q2 112,515 $8,192,000 -$47,325 $72.81 1
2021 Q1 113,165 $7,376,000 -$306,342 $65.18 1
2020 Q4 117,865 $6,252,000 $53.04 1
2020 Q3 117,865 $4,270,000 -$7,246 $36.23 1
2020 Q2 118,065 $3,983,000 -$40,483 $33.74 1
2020 Q1 119,265 $4,010,000 -$3,362 $33.62 1
2019 Q4 119,365 $5,677,000 -$190,240 $47.56 1
2019 Q3 123,365 $5,160,000 -$50,193 $41.83 1
2019 Q2 124,565 $5,006,000 -$164,770 $40.19 1
2019 Q1 128,665 $5,502,000 -$593,326 $42.76 1
2018 Q4 142,540 $5,920,000 -$166,129 $41.53 1
2018 Q3 146,540 $7,202,000 +$4,915 $49.15 1
2018 Q2 146,440 $7,483,000 -$94,534 $51.1 1
2018 Q1 148,290 $7,744,000 -$274,165 $52.22 1
2017 Q4 153,540 $7,887,000 -$297,933 $51.37 1
2017 Q3 159,340 $6,969,000 -$4,374 $43.74 1
2017 Q2 159,440 $6,850,000 +$85,926 $42.96 1
2017 Q1 157,440 $6,425,000 +$253,017 $40.81 1
2016 Q4 151,240 $5,970,000 +$782,171 $39.47 1
2016 Q3 131,425 $4,149,000 -$55,246 $31.57 1
2016 Q2 133,175 $3,371,000 -$28,274 $25.31 1
2016 Q1 134,292 $3,763,000 -$94,795 $28.02 1
2015 Q4 137,675 $4,534,000 -$136,670 $32.93 1
2015 Q3 141,825 $4,051,000 +$7,141 $28.56 1
2015 Q2 141,575 $4,622,000 -$34,279 $32.65 1
2015 Q1 142,625 $4,341,000 -$120,985 $30.44 1
2014 Q4 146,600 $4,426,000 +$123,028 $30.19 1
2014 Q3 142,525 $4,189,000 +$426,174 $29.39 1
2014 Q2 128,025 $3,448,000 +$85,510 $26.93 1
2014 Q1 124,850 $3,412,000 -$6,832 $27.33 1