DOSSIER · 13F Holders · Q3 2026

SCHWAB CHARLES CORP NEW

1 institutions still hold SCHWAB CHARLES CORP NEW as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808513015·1 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$4M
visible holders
Holders
1
filers reporting
Concentration
100.00%
HOERTKORN RICHARD CHARLES #1
top holder share
AI Holders Summary · Q3 2026

1 institutions reported SCHWAB CHARLES CORP NEW in Q3 2026. HOERTKORN RICHARD CHARLES leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HOERTKORN RICHARD CHARLES
CIK 0001598177
$4M46K3.05%Q3 2026