SCHW SCHWAB CHARLES CORP: institutional ownership and insider trading
2,515 funds reported holding $153B of SCHWAB CHARLES CORP in their latest 13F filings; in Q2 2026 funds net bought $3.17B, with 149 new positions and 161 funds selling out; over the last 12 months insiders bought $1.85M and sold $335M on the open market.
Famous investors holding SCHW
- Sequoia Fund (Ruane, Cunniff & Goldfarb): $422M, 6.6% of the portfolio
- Andreas Halvorsen (Viking Global Investors): $982M, 2.8% of the portfolio
- Tom Gayner (Markel Group): $129M, 1.0% of the portfolio
- Dan Sundheim (D1 Capital Partners): $228M, 0.7% of the portfolio
- Two Sigma (Two Sigma Investments): $784M, 0.6% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $591M, 0.3% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $176M, 0.2% of the portfolio
- Izzy Englander (Millennium Management): $405M, 0.2% of the portfolio
- Ken Griffin (Citadel Advisors): $605M, 0.1% of the portfolio
- Ray Dalio (Bridgewater Associates): $2.65M, 0.0% of the portfolio
Largest institutional holders of SCHW
- VANGUARD GROUP INC — $15.0B
- BlackRock, Inc. (BLK) — $12.4B
- VANGUARD CAPITAL MANAGEMENT LLC — $9.90B
- DODGE & COX — $7.10B
- STATE STREET CORP (STT, STT-PG) — $6.75B
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $4.45B
- FMR LLC — $4.08B
- PRICE T ROWE ASSOCIATES INC /MD/ — $3.99B
- GEODE CAPITAL MANAGEMENT, LLC — $3.43B
- FRANKLIN RESOURCES INC (BEN) — $3.37B
Recent SCHW insider trades
- Oct 1, 2026: Hathi Neesha sold 5,000 shares ($489K)
- Sep 1, 2026: Hathi Neesha sold 3,177 shares ($346K)
- Aug 28, 2026: Bettinger Walter W sold 74,388 shares ($8.25M)
- Aug 28, 2026: Hathi Neesha sold 3,177 shares ($343K)
Members of Congress trading SCHW
- Mar 27, 2026: Gilbert Ray Cisneros, Jr. sold part of $1.00K–$15.0K
- Jan 9, 2026: Gilbert Ray Cisneros, Jr. bought $1.00K–$15.0K
- Dec 18, 2025: Julie Johnson sold $1.00K–$15.0K
- Dec 11, 2025: Dan Newhouse bought $1.00K–$15.0K
- Dec 10, 2025: Gilbert Ray Cisneros, Jr. sold part of $1.00K–$15.0K
- Nov 13, 2025: Julie Johnson sold part of $1.00K–$15.0K
- Sep 23, 2025: Val T. Hoyle sold $1.00K–$15.0K
- Aug 14, 2025: Julie Johnson sold part of $1.00K–$15.0K
- Jul 16, 2025: Lisa C. McClain sold $1.00K–$15.0K
- Jul 10, 2025: Lisa C. McClain bought $1.00K–$15.0K
5%+ owners
- Vanguard Capital Management: 7.2% (Schedule 13G, filed Apr 29, 2026)