6 institutions reported holding $721,228 of SCHWAB CHARLES CORP (SCHW-PD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Mengis Capital Management, Inc. ($413,709), Estabrook Capital Management ($274,138), Archer Investment Corp ($14,556), PNC Financial Services Group, Inc. ($9,704), First Command Advisory Services, Inc. ($8,394). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mengis Capital Management, Inc. | $413,709 | 17,053 | Added |
| 2 | Estabrook Capital Management | $274,138 | 11,300 | Hold |
| 3 | Archer Investment Corp | $14,556 | 600 | Hold |
| 4 | PNC Financial Services Group, Inc. | $9,704 | 400 | Hold |
| 5 | First Command Advisory Services, Inc. | $8,394 | 346 | New |
| 6 | Golden State Equity Partners | $727 | 30 | New |
Source: SEC Form 13F filings · as of 2026-03-31