Charles Schwab Corp. (schw V5 Perp F)
13F holders, Q3 2025 (September 30)1holders
1new positions
0sold out
$0.98avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Charles Schwab Corp. (schw V5 Perp F) in their 13F filings, unchanged from Q1 2025. 1 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 (Q3 2025)
- CUSIP
- 808513AR6
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $24K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q3 2025: 25,000 shares bought, net +25,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 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.