13F reference period
n/a
Security Snapshot
SCHWAB CHARLES CORP NEW - COM Institutional Ownership
CUSIP: 808513015
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
Shares (Excl. Options)
n/a
Price
$92.27
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
Save this security page for your next review
Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / COM
- SEC-reported price per share
- $92.27
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- 808513015 - SCHWAB CHARLES CORP NEW - COM is tracked under CUSIP 808513015.
- 13F reference-period holder data is not available.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder data for the Q3 2026 reference period is not available.
- Available periods remain in the history table; they do not substitute for the headline period.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Schedule 13D/G
Open SEC evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Security key
808513015
13F reference period
n/a
13F holders
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808513015:
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Headline period
n/a
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 45,570 | $4,204,744 | -$124,565 | $92.27 | 1 |
| 2026 Q1 | 46,920 | $4,409,542 | -$3,533,648 | $93.98 | 1 |
| 2025 Q4 | 84,520 | $8,444,393 | -$229,993 | $99.91 | 1 |
| 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 | $68.80 | 1 |
| 2023 Q3 | 111,855 | $6,140,840 | +$174,308 | $54.90 | 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 | $84.10 | 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 |