DOSSIER · 13F Holders · Q3 2026

CHARLES SCHWAB CORP

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

CUSIP 80851310R·1 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$131K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Perkins Coie Trust Co #1
top holder share
AI Holders Summary · Q3 2026

1 institutions reported CHARLES SCHWAB CORP in Q3 2026. Perkins Coie Trust Co leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Perkins Coie Trust Co
CIK 0001513038
$131K1K0.02%Q3 2026