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Schwab Charles Corp New DEP SH (SCHW)

CUSIP: 808513600 | 47 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Mengis Capital Management, Inc.16,653
0.1% of portfolio›$352.9K
First Command Advisory Services, Inc.950
0.0% of portfolio›$20.1K
Archer Investment Corp600
0.0% of portfolio›$12.7K
PNC Financial Services Group, Inc.400
0.0% of portfolio›$8.5K
Ascentis Independent Advisors30
0.0% of portfolio›$635
StyleTurnoverLocationFiled
Mengis Capital Management, Inc.
16,653$352.9K0.1%CoreLowPortland, OR2026-10-13
First Command Advisory Services, Inc.
950$20.1K0.0%IndexLowFort Worth, TX2026-11-05
Archer Investment Corp
600$12.7K0.0%CoreMediumCarmel, IN2026-11-05
PNC Financial Services Group, Inc.
400$8.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Ascentis Independent Advisors
30$6350.0%ETFLowDallas, TX2026-11-03