SCHWAB CHARLES CORP (SCHW) Institutional Holdings REST API

Code Snippets

curl "https://financialdata.net/api/v1/institutional-holdings?identifier=SCHW&key=API_KEY"

import requests

url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=SCHW&key=API_KEY'
response = requests.get(url)

print(response.json())

const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=SCHW&key=API_KEY';

const response = await fetch(url);
const data = await response.json();

console.log(data);

Sample Response

[
  {
    "investor_name": "Whitener Capital Management, Inc.",
    "central_index_key": "0000825217",
    "period_of_report": "2026-09-30",
    "issuer_name": "CHARLES SCHWAB CORP (THE)",
    "trading_symbol": "SCHW",
    "cusip_number": "808513105",
    "title_of_security": "COM",
    "market_value": 2625296.0,
    "amount_of_securities": 26860,
    "price_per_security": 97.7399851079672,
    "shares_or_principal": "SH",
    "put_or_call": "N/A",
    "investment_discretion": "SOLE",
    "portfolio_weight": 0.00523929916219282
  },
  ...
]

Query Parameters

Name	Type	Description
identifier	string	The trading symbol or CUSIP number of a security, or the institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. (e.g., `MSFT, 594918104, 0001067983`)
offset	integer	(Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. (e.g., `100`)
format	string	(Optional) The format of the returned data, either JSON or CSV. Defaults to JSON. (e.g., `json, csv`)

Endpoint Overview

Institutional holdings are the securities in an investment portfolio owned by investment or pension funds, insurance companies, investment firms, or other large organizations that manage funds on behalf of others. The API endpoint provides data on institutional investors with holdings of at least $100 million. There is a limit of 100 records per API call.

Company Profile