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Charles Schwab Corp (SCHW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sterling Capital Management LLC
UNCHANGED
Shares30,850 from 30,850
Change0 (0%)
Value$485.3K (-$51.5K)
Filed 2026-10-22
First Command Advisory Services, Inc.
INCREASED
Shares4,750 from 2,049
Change+2,701 (+132%)
Value$75.1K (+$39.3K)
Filed 2026-11-05
Vima LLC
CLOSED
Shares0 from 45,884
Change-45,884 (-100%)
Value$0 (-$802.1K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Status
Sterling Capital Management LLC
UNCHANGED30,85030,85000%$536.8K$485.3K-$51.5K2026-10-22
First Command Advisory Services, Inc.
INCREASED4,7502,049+2,701+132%$35.8K$75.1K+$39.3K2026-11-05
Vima LLC
CLOSED045,884-45,884-100%$802.1K$0-$802.1K2026-10-23
PNC Financial Services Group, Inc.
N/A—1,192-1,192-100%$20.8K———
Showing 4 of 4 institutions