Schwab Charles Corp (SCHW) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
the bull case· 3
10
of the funds on file reporting a position in SCHW
n-portas of Jun 30 '262,309
managers reporting a position in the latest quarterly filings
13fJun 30 '26+1.87%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 3
7 of 22
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '262.37%
of Clough Global Opportunities Fund's assets, the largest fund weight on file
n-portApr 30 '267 of 8
recent reports where the move came in under the options-implied range
earnings historyimplied vs realizedSides and captions by the model; every figure is ours. Built Sep 16 '26 for the Nov 9 '26 report. Not a forecast, not advice.
2,314 managers report a position worth $134.5B between them, and 77 of them hold 80% of it.
tall tick = annual report · 1 on record
SCHW (Schwab Charles Corp) has 2 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Suppliers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: TD +0.43%, in financials.
Schwab Charles Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Security Brokers, Dealers & Flotation Companies
High 109.01 at 5:45 am ET, low 105.74 at 12:15 pm ET.
Of the 6 companies Schwab Charles Corp moves with most closely, 2 also share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 6211, Security Brokers, Dealers & Flotation Companies, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›