2026-07-21
AI summary pending
View Full Filing (SEC EDGAR)Schwab (charles) CORP
-$7.9B
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
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).
SCHW ranks #96 out of 31985 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SCHW is a top-conviction position for Ruane, Cunniff & Goldfarb L.P. — at 7.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SCHW belongs to BlackRock, Inc., but the position matters far more to Ruane, Cunniff & Goldfarb L.P., who has 7.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Vest Financial, LLC has added to its SCHW position for two straight quarters, increasing it by $33.3M to reach $37.6M today.
Assenagon Asset Management S.A. has trimmed its SCHW position for two straight quarters, cutting it by $237.3M while still holding $160.9M.
+$62.4B
Total Buy Value
$72.5B
Total Sell Value
1149
Net Buyers
1037
Net Sellers
SCHW
Q1 2026
Top 5 Institutional Movers
Norges Bank
-$2.0B
BlackRock
-$890.7M
Vanguard Group
Aggregated-$777.1M
Massachusetts Financial Services Co /ma/
+$716.1M
Two Sigma Advisers, LP
-$627.8M
Insider selling spree signals caution for Schwab
Signal Basis
In the past 30 days, insiders sold $38.6 million worth of stock with zero buy transactions; institutional filings show a net value decline of $7.9 billion, but with more buyers (1,149) than sellers (1,037), suggesting mixed institutional sentiment.
Confirmation
Continued insider selling, especially by top executives, with no insider buying would further confirm the bearish view.
Invalidation Risk
Any shift to insider buying or a strong net institutional accumulation in the coming quarter would invalidate this bearish outlook.
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 | Schwab Charles R. | 2026-07-29 | $10.10M |
| Sell | Walter W Bettinger | 2026-07-28 | $4.39M |
| Sell | Walter W Bettinger | 2026-07-28 | $4.02M |
| Sell | Walter W Bettinger | 2026-07-28 | $1.36M |
| Sell | Carolyn Schwab-Pomerantz | 2026-07-28 | $2.39M |
| Sell | Dennis Howard | 2026-07-28 | $2.94M |
| Sell | Schwab Charles R. | 2026-07-28 | $5.07M |
| Sell | Walter W Bettinger | 2026-07-27 | $20.00M |
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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Access SCHW's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SCHWCLI
npx alphasmo stocks get SCHW