Charles Schwab Corp. (schw V5 Perp F)

13F holders, Q4 2025 (December 31)
1holders
0new positions
0sold out
$0.98avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding Charles Schwab Corp. (schw V5 Perp F) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Kohmann Bosshard Financial Services, LLC ($24K).

Company
Charles Schwab Corp. (schw V5 Perp F)
Filed as
THE CHARLES SCHWA VAR (Q4 2025)
CUSIP
808513AR6
Latest filing quarter
Q4 2025

History

Number of 13F holders

01 Q1 2025: 1Q1 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

Kohmann Bosshard Financial Services, LLC 0.00% No change 25,000 $24K

"% of holder's portfolio" is CHARLES SCHWAB CORP (SCHW V5 PERP F)'s weight in each manager's 13F, not the share of Charles Schwab Corp. (schw V5 Perp F) the manager owns.