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SCHW Institutional Holdings

Charles Schwab Corporation · SEC 13F

3 institutions hold SCHW, totaling 3.5M shares ($331M）.
As of 2026Q1 · SEC EDGAR 13F

Quarterly Changes

2025Q4 → 2026Q1

↑ New Positions (0)

—

↑ Increased (1)

ATMOS ADVISORY, LLC +21.4%

↓ Decreased (1)

Perkins Coie Trust Co -97.1%

↓ Exited Positions (5)

VANGUARD GROUP INC $15.0B
BlackRock, Inc. $13.4B
Dodge & Cox $7.6B
STATE STREET CORP $7.3B
JPMORGAN CHASE & CO $6.7B

All Holders (Top 100)

RankInstitutionSharesValue
1RPTC Inc.3.5M$331M
2Perkins Coie Trust Co2K$173,205
3ATMOS ADVISORY, LLC92$1,977

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Data source: SEC EDGAR Form 13F · Updated 2026-07-09