SC

Charles Schwab

- NYSE:SCHW
Last Updated 2024-03-26

Shareholders Data

Shareholders
Ticker Symbol Entity Name Form Type Access Number Period As Of Date Filing Date Institution Name CIK Name of Issuer Title of Class CUSIP Value SHRS or PRN Amount SHRS or PRN Type PUT_CALL Investment Discretion Other Manager Voting Authority Sole Voting Authority Shared Voting Authority None Date Added Date Updated Company Name Sector Industry
nyse:schw nyse:schw Shareholders 13F-HR 0001928999-22-000002 Dec 31st, 2021 12:00AM May 20th, 2022 12:00AM May 20th, 2022 12:00AM Fortitude Advisory Group L.L.C. 1928999 SCHWAB CHARLES CORP COM 808513105 112 1324 SH SOLE 0 0 1324 May 21st, 2022 01:10AM May 21st, 2022 01:10AM Charles Schwab Financials Financial Services
nyse:schw nyse:schw Shareholders 13F-HR 0001834913-22-000004 Mar 31st, 2022 12:00AM May 20th, 2022 12:00AM May 20th, 2022 12:00AM Toroso Investments, LLC 1600064 SCHWAB CHARLES CORP COM 808513105 7874 93390 SH SOLE 93390 0 0 May 21st, 2022 01:10AM May 21st, 2022 01:10AM Charles Schwab Financials Financial Services
nyse:schw nyse:schw Shareholders 13F-HR 0001606587-22-001230 Dec 31st, 2020 12:00AM May 20th, 2022 12:00AM May 20th, 2022 12:00AM True North Advisors, LLC 1634556 Charles Schwab Corp/The COM 808513105 2386 45000 SH SOLE NONE 0 0 45000 May 21st, 2022 01:10AM May 21st, 2022 01:10AM Charles Schwab Financials Financial Services
nyse:schw nyse:schw Shareholders 13F-HR 0001606587-22-001228 Sep 30th, 2020 12:00AM May 20th, 2022 12:00AM May 20th, 2022 12:00AM True North Advisors, LLC 1634556 Charles Schwab Corp/The COM 808513105 1817 50159 SH SOLE NONE 0 0 50159 May 21st, 2022 01:10AM May 21st, 2022 01:10AM Charles Schwab Financials Financial Services
nyse:schw nyse:schw Shareholders 13F-HR 0001606587-22-001227 Jun 30th, 2020 12:00AM May 20th, 2022 12:00AM May 20th, 2022 12:00AM True North Advisors, LLC 1634556 Charles Schwab Corp/The COM 808513105 1687 50000 SH SOLE NONE 0 0 50000 May 21st, 2022 01:10AM May 21st, 2022 01:10AM Charles Schwab Financials Financial Services
nyse:schw nyse:schw Shareholders 13F-HR 0001563525-22-000002 Mar 31st, 2022 12:00AM May 20th, 2022 12:00AM May 20th, 2022 12:00AM Chicago Partners Investment Group LLC 1563525 SCHWAB CHARLES CORP COM 808513105 624 9860 SH SOLE 0 0 9860 May 21st, 2022 01:10AM May 21st, 2022 01:10AM Charles Schwab Financials Financial Services
nyse:schw nyse:schw Shareholders 13F-HR 0001398344-22-010157 Mar 31st, 2022 12:00AM May 20th, 2022 12:00AM May 20th, 2022 12:00AM EP Wealth Advisors, LLC 1540569 SCHWAB CHARLES CORP COM 808513105 1510 17907 SH SOLE 17907 0 0 May 21st, 2022 01:10AM May 21st, 2022 01:10AM Charles Schwab Financials Financial Services
nyse:schw nyse:schw Shareholders 13F-HR 0001145443-22-000169 Mar 31st, 2022 12:00AM May 20th, 2022 12:00AM May 20th, 2022 12:00AM MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 SCHWAB CHARLES CORP COM 808513105 278903 3301060 SH DFND 1,2,4,5,6,8 0 0 3301060 May 21st, 2022 01:09AM May 21st, 2022 01:09AM Charles Schwab Financials Financial Services
nyse:schw nyse:schw Shareholders 13F-HR 0001062993-22-013078 Mar 31st, 2022 12:00AM May 20th, 2022 12:00AM May 20th, 2022 12:00AM Sawtooth Solutions, LLC 1486066 SCHWAB CHARLES CORP COM 808513105 712 8442 SH SOLE 0 0 0 May 21st, 2022 01:08AM May 21st, 2022 01:08AM Charles Schwab Financials Financial Services
nyse:schw nyse:schw Shareholders 13F-HR 0001606587-22-001224 Mar 31st, 2022 12:00AM May 19th, 2022 12:00AM May 19th, 2022 12:00AM WESPAC Advisors SoCal, LLC 1668188 SCHWAB CHARLES CORP COM 808513105 1064 12625 SH SOLE None 0 0 12625 May 20th, 2022 01:07AM May 20th, 2022 01:07AM Charles Schwab Financials Financial Services

Request a demo to view additional historical data, and much more.

Make fast
queries

No longer rely on engineers to access data; build and share queries with intuitive tools, and derive insights in real time.

Bookmark queries with your team

Save and share custom queries using a private bookmarking feature, accessible to your whole team.

Be first to know with alerts

Scan data points across millions of companies and receive emails when relevant metrics cross critical thresholds.

Visualize data for quick insights

Create custom keyword-based word clouds, charts, and advanced visualizations to quickly analyze the data.

Map competitor locations

Analyze competitor presence and growth over time by overlaying store locations with the Nearby Competitor feature.

Add widgets to your dashboards

Access existing maps, charts, word clouds, and other visualizations to understand your data quickly. Or build custom widgets to view data just the way you want it.