Schwab (charles) CORP (SCHW) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

SCHW ranks #102 out of 37701 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

2346 institutions disclose a position in SCHW, but none treat it as a major bet — even Flossbach Von Storch Se, its most concentrated holder, allocates just 4.5% of its own portfolio to it.

Perpetual Ltd has added to its SCHW position for two straight quarters, increasing it by $52.9M to reach $54.6M today.

Cooke & Bieler LP has trimmed its SCHW position for two straight quarters, cutting it by $29.0M while still holding $36.4M.

SCHW is down 2.3% today, but institutions show net buying of $23.7B this quarter — a divergence between today's price move and the underlying institutional flow.

SCHW posted net income of $10.1B over the trailing twelve months, and currently trades at a P/E of 16.5.

• Profitable — net income of $10.1B over the trailing twelve months
• Revenue grew 20.3% year over year
• Net income improved year over year, from $7.3B to $10.1B
• Generated $9.3B in positive operating cash flow
• Liabilities run 8.93x equity — a highly leveraged balance sheet worth noting