Schwab (charles) CORP
-$12.7B
Net Activity
Institutions Holding
2333
Popularity Rank
#96
Avg Weight
0.46%
Total Value
$135.6B
2333 institutions currently hold SCHW, with 1149 net buyers and 1037 net sellers this quarter.
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
1037
Net Buying Institutions
1149
Top 5 by Value
+$62.4B
Total Buy Value
$72.5B
Total Sell Value
1149
Net Buyers
1037
Net Sellers
Insiders Sell, Institutional Value Drops: Bearish on SCHW
Signal Basis
Institutional net value change of -$12.74B (despite more buyers than sellers) and insider-only selling of $2.82M with zero buys in the last month.
Confirmation
A cluster alert or acceleration in insider sells would reinforce the bearish case.
Invalidation Risk
A sudden insider buyback or a reversal in institutional dollar flow to positive would invalidate the bearish view.
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.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Jonathan M. Craig | 2026-07-07 | $2.22M |
| Sell | Jonathan S Beatty | 2026-07-07 | $204K |
| Sell | Jonathan S Beatty | 2026-07-06 | $200K |
| Sell | Jonathan S Beatty | 2026-07-02 | $194K |
| Sell | Murtagh Nigel J | 2026-03-03 | $421K |
| Sell | Murtagh Nigel J | 2026-03-03 | $260K |
| Sell | Jonathan M. Craig | 2026-03-03 | $517K |
| Sell | Jonathan M. Craig | 2026-03-03 | $853K |
1
Filings (90d)
$806K
Total Est. Value
8K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Beatty Jonathan S | 2026-07-02 | $806K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
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