Charles Schwab Corp. (schw V6.196 11/17/29)
13F holders, Q2 2026 (June 30)1holders
1new positions
0sold out
$1.03avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding Charles Schwab Corp. (schw V6.196 11/17/29) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 0 sold out. The largest holder was Vermillion Wealth Management, Inc. ($30K).
- Company
- Charles Schwab Corp. (schw V6.196 11/17/29)
- Filed as
- THE CHARLES SCHWA VAR 29 DUE 11/17/29 (Q2 2026)
- CUSIP
- 808513CJ2
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $30K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q2 2026: 29,000 shares bought, net +29,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Vermillion Wealth Management, Inc. | 0.01% | New | 29,000 | $30K |
"% of holder's portfolio" is CHARLES SCHWAB CORP (SCHW V6.196 11/17/29)'s weight in each manager's 13F, not the share of Charles Schwab Corp. (schw V6.196 11/17/29) the manager owns.