SCHW Institutional Ownership

SCHWAB CHARLES CORP

Latest close $106.35 as of Aug 4, 2026

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices. Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

Free access includes current parsed ownership filings, reported share changes, and ownership-percentage changes. Filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and signal alerts require Investor or Pro. The overall institutional consensus preview remains public. Compare plans.

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Institutional Research

Each institution is compared with its own prior filing, then the latest institution-level directions are compared for breadth.

Latest filing Jan 31, 2024

Public consensus preview Mixed positioning 50/100 institutional research score

1 tracked institution Latest filing Jan 31, 2024

No institution has two comparable Schedule 13 observations yet.

Accumulating0

Unchanged0

Reducing0

Exited0

The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.

Price context

52-week position is market context and does not change the institutional consensus score.

52-week range data is not available for this security yet.

Tracked institutions

Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.

Latest observation Dec 31, 2023

BlackRock Legacy Jan 31, 2024 filed

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Beneficial ownership filing history

Showing 1 of 1 parsed filing(s)

Holder	Observed / filed	Reported change	Shares	Ownership	Observation	Filing	Latest
BlackRock Legacy CIK0001364742	Dec 31, 2023 observed Jan 31, 2024 filed · 31d Schedule 13G amendment	Earliest Schedule 13G amendment found	96.7M	5.50%		$62.92	$106.35

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