DOSSIER · 13F Holders · Q2 2026
SCHW 5.95 PERP D

SCHWAB CHARLES CORP NEW DEP SH

7 institutions still hold SCHWAB CHARLES CORP NEW DEP SH as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808513600·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$749K
visible holders
Holders
7
filers reporting
Concentration
55.04%
Mengis Capital Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported SCHW 5.95 PERP D in Q2 2026. Mengis Capital Management, Inc. leads at 55.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mengis Capital Management, Inc.
CIK 0001609674
$413K17K0.06%Q2 2026
02
Estabrook Capital Management
CIK 0001344717
$273K11K0.04%Q2 2026
03
Archer Investment Corp
CIK 0001803804
$29K1K0.00%Q2 2026
04
First Command Advisory Services, Inc.
CIK 0001727336
$23K9550.00%Q2 2026
05
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$10K4000.00%Q4 2025
06
ORG Partners LLC
CIK 0001979372
$750300.00%Q4 2025
07
Golden State Equity Partners
CIK 0001845003
$727300.00%Q1 2026