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SCHW

SCHW Quarterly Institutional 13F Update

Schwab (charles) CORP

+$6.7B

Net Activity

Data as of: 2026-03-31

Institutions Holding

2333

Popularity Rank

#96

Avg Weight

0.46%

Total Value

$135.6B

Ownership Trend

2333 institutions currently hold SCHW, with 1149 net buyers and 1037 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1037

Net Buying Institutions

1149

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$12.5B
VC
Vanguard Capital Management LLC
$10.2B
D&
Dodge & Cox
$7.0B
JC
Jpmorgan Chase & Co
$7.0B
SS
State Street CORP
$6.8B

Top 5 by Conviction

RC
Ruane, Cunniff & Goldfarb L.P.
7.35%
AI
Allen Investment Management, LLC
6.19%
YA
Yacktman Asset Management LP
4.89%
FV
Flossbach Von Storch Se
4.68%
D&
Dodge & Cox
3.87%
View all 2333 holding institutions

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).

Quarterly Activity

Recent Activity

+$62.4B

Total Buy Value

$72.5B

Total Sell Value

New buy163
Trim883
Add986
Sold out154

1149

Net Buyers

1037

Net Sellers

Smart Money Convergence

SCHW 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

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-22

12-Month Buy/Sell Activity

May 25
Aug 25
Nov 25
Feb 26
BuySell
ActionInsiderTitleDateValue
SellJonathan S BeattyMD, Head of Advisor Services2026-07-21$208K
SellJonathan M. CraigMD, Head of Retail Investing2026-07-07$2.22M
SellJonathan S BeattyMD, Head of Advisor Services2026-07-07$204K
SellJonathan S BeattyMD, Head of Advisor Services2026-07-06$200K
SellJonathan S BeattyMD, Head of Advisor Services2026-07-02$194K
SellMurtagh Nigel JChief Risk Officer2026-03-03$421K
SellMurtagh Nigel JChief Risk Officer2026-03-03$260K
SellJonathan M. CraigMD, Head of Retail Investing2026-03-03$517K
View all insider trades →

Form 144 Pre-Sale Notices

2

Filings (90d)

$6.42M

Total Est. Value

61K shares

Planned Shares

Last Filed 2026-07-21
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Murtagh Nigel JOfficer2026-07-2153K shares$5.62M
Beatty Jonathan SOfficer2026-07-028K 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)

1

Filings (14d)

Data as of 2026-07-21
2026-07-21

AI summary pending

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

808513105, 808513905, 808513955

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 Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $6.7B, 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.

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Trending Institutional Adds

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