Who owns SCHWAB?
- Ticker: SWSBX
- CUSIP Number: 808517692
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Analyze quarterly positions in Schwab with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold SCHWAB this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 9.9k | $92k | -7% | Dec 2025 |
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| C.M. Bidwell & Associates | 9.7k | $94k | 1% | Dec 2025 |
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Who sold out of Schwab?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vermillion Wealth Management | Sep 2025 | 1.6M | $15M |