2026-07-21
AI summary pending
View Full Filing (SEC EDGAR)Schwab (charles) CORP
-$7.9B
Net Activity
Data as of: 2026-03-31
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
Across its top 20 institutional holders, SCHW's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 18/100).
+$62.4B
Total Buy Value
$72.5B
Total Sell Value
1149
Net Buyers
1037
Net Sellers
SCHW institutional and insider signals diverge, neutral stance
Signal Basis
Institutional holders show more net buyers (1,149) than net sellers (1,037), yet total portfolio value declined by ~$7.9B, indicating mixed positioning. Meanwhile, insiders recorded six sales and zero purchases over the past 90 days, creating a clear directional conflict.
Confirmation
A shift toward stronger institutional accumulation or the appearance of insider buying would tilt the view bullish; persistent insider selling combined with growing institutional net sellers would tilt bearish.
Invalidation Risk
This neutral assessment is invalidated if insider selling intensifies into a cluster pattern or if institutional net sellers overwhelm net buyers in upcoming filings.
The scenarios above are AI-generated directly from institutional holders' Form 13F filings on SEC EDGAR and describe historical patterns only. Not investment advice — see the underlying institutional filings linked below.
See the institutional 13F filings behind this signalSCHW does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Terms of Use for AI
AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/SCHW
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Jonathan S Beatty | 2026-07-21 | $208K |
| Sell | Nigel J Murtagh | 2026-07-21 | $422K |
| 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 | Nigel J Murtagh | 2026-03-03 | $421K |
| Sell | Nigel J Murtagh | 2026-03-03 | $260K |
4
Filings (90d)
$11.68M
Total Est. Value
113K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Schwab Charles R. | 2026-07-24 | $4.55M |
| Morgan Peter J. III | 2026-07-23 | $708K |
| Murtagh Nigel J | 2026-07-21 | $5.62M |
| 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
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)808513105, 808513905, 808513955
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3246 13F institutions increased their position this quarter
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Access SCHW's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SCHWCLI
npx alphasmo stocks get SCHW