4 institutions reported holding $1.4M of CHARLES SCHWAB CORP (SCHW-PJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: VIMA LLC ($802,058), Sterling Capital Management LLC ($536,790), First Command Advisory Services, Inc. ($35,817), PNC Financial Services Group, Inc. ($20,836). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VIMA LLC | $802,058 | 45,884 | New |
| 2 | Sterling Capital Management LLC | $536,790 | 30,850 | Hold |
| 3 | First Command Advisory Services, Inc. | $35,817 | 2,049 | Added |
| 4 | PNC Financial Services Group, Inc. | $20,836 | 1,192 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30