The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

90d confidence

unique buyers

—

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

May 25

Aug 25

Nov 25

Feb 26

BuySell

操作	內部人	職稱	交易日	金額
賣出	Jonathan M. Craig	MD, Head of Retail Investing	2026-07-07	$2.22M
賣出	Jonathan S Beatty	MD, Head of Advisor Services	2026-07-07	$204K
賣出	Jonathan S Beatty	MD, Head of Advisor Services	2026-07-06	$200K
賣出	Jonathan S Beatty	MD, Head of Advisor Services	2026-07-02	$194K
賣出	Murtagh Nigel J	Chief Risk Officer	2026-03-03	$421K
賣出	Murtagh Nigel J	Chief Risk Officer	2026-03-03	$260K
賣出	Jonathan M. Craig	MD, Head of Retail Investing	2026-03-03	$517K
賣出	Jonathan M. Craig	MD, Head of Retail Investing	2026-03-03	$853K

View all insider trades →

Form 144 Pre-Sale Notices

Filings (90d)

$806K

Total Est. Value

8K shares

Planned Shares

Last Filed 2026-07-02

Filer	Title/Relationship	Filing Date	Planned Shares	Est. Value
Beatty Jonathan S	Officer	2026-07-02	8K shares	$806K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB (CHARLES) CORP (SCHW)?

Major stakeholders currently include BlackRock, Inc. ($12.5B), Vanguard Capital Management LLC ($10.2B), Dodge & Cox ($7.0B). Based on the latest 13F filings, there are a total of 2333 tracked investment funds and institutions maintaining positions in SCHW.

What is the overall institutional sentiment toward SCHW recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $12.7B, driven by 1149 managers accumulating shares while 1037 reduced their exposure.

Which institutions have been selling or reducing their SCHW positions?

In the latest period, 883 funds trimmed their holdings, and 154 managers completely exited their positions. The aggregate reported sell value was $72.5B.

Are there any notable investors adding SCHW to their portfolios?

Yes, buying activity remains notable. 163 institutions opened new positions in {ticker}, and 986 existing holders added to their shares. The total reported buy value for the quarter amounted to $62.4B.