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Company · Ownership research

SCHWAB CHARLES CORP SCHW

CIK 0000316709 · CUSIP 808513105

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 808513105 (SCHW), not CUSIP 808513905 (SCHW), CUSIP 808513955 (SCHW), and does not merge CUSIPs.
This page lists the top 20 of 1,879 rows by value; the complete set is available through the API.
This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Log in to see them.
Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value
#ManagerValueManager weightChange vs priorSource

Showing 20 / 1,879 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions
1,879
Cancelled or null records excluded
Disclosed shares
1,497,896,042
Not deduplicated across managers
Disclosed value
$103.02B
Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

SCHWAB CHARLES CORP · Q4 2023

Explore all 1,879 reporting institutions.

This page includes 20 of 1,879 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 1,879 reporting institutions; totals use the complete disclosed data.

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{"action":"holders","cusip":"808513105","quarter":"2023Q4","type":"positions","page_size":100}

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.