CHARLES SCHWAB CORP (THE)

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SCHW·808513105·US·Common Stock·Financial Services - Capital Markets-13D/G

SCHW (CHARLES SCHWAB CORP (THE)) is held by 364 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($12.4B), VANGUARD CAPITAL MANAGEMENT LLC ($9.9B), DODGE & COX ($7.1B). Net institutional sentiment: Mixed.

364

Holders

(31 Elite)

$120.7B

Total Value

49% (370)

Consensus

181 buying - 189 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)81

Insider (Form 4)37

Activist (13D/13G)37

Congressional (STOCK Act)35

Holder Quality

26

★★★★★

Elite

84

★★★★

Strong

34

★★★

Solid

72

★★

Below

37

★

Weak

Held by 364 funds

31 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders Oct 5, 2026 · Activists Apr 29, 2026 · Congress none

InsiderHNHathi NeeshaSell $489KOct 1, 2026

InsiderHNHathi NeeshaExercise 5K shOct 1, 2026

InsiderEAEllis Stephen AExercise 2K shSep 23, 2026

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Top Holders

Top Holders (364)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	134.4M(+0.9%)	$12.4B	0.2%	+38.83%	38
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	107.3M(-0.9%)	$9.9B	0.2%	+0.84%	0
DODGE & COX	Increased	77M(+2.6%)	$7.1B	3.7%	+111.91%	60
STATE STREET CORP	Increased	73.2M(+0.6%)	$6.8B	0.2%	+85.21%	38
JPMORGAN CHASE & CO	Decreased	49.2M(-33.4%)	$4.5B	0.2%	+25.40%	0
FMR LLC	Increased	44.3M(+24.0%)	$4.1B	0.2%	+16.41%	46
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	43.3M(-11.0%)	$4B	0.4%	+62.41%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	37.3M(-3.6%)	$3.4B	0.2%	+71.19%	0
FRANKLIN TEMPLETON INC	Increased	36.5M(+14.6%)	$3.4B	0.7%	+36.76%	51
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	26.9M(+1.2%)	$2.5B	0.1%	+0.86%	39
PRIMECAP MANAGEMENT CO/CA/	Increased	25.1M(+7.2%)	$2.3B	1.4%	+15.23%	54
HARRIS ASSOCIATES L P	Increased	24.2M(+10.9%)	$2.2B	3.0%	+61.37%	61
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	13.4M(-8.0%)	$2.1B	0.7%	+92.90%	0
MORGAN STANLEY	Increased	22.8M(+3.5%)	$2.1B	0.1%	+26.05%	39
Fisher Asset Management, LLC	Decreased	22M(-1.2%)	$2B	0.6%	+37.67%	0
Artisan Partners Limited Partnership	Increased	18.9M(+8.5%)	$1.7B	2.8%	+42.94%	59
BANK OF AMERICA CORP /DE/	Increased	16M(+2.4%)	$1.5B	0.1%	+22.58%	33
NORTHERN TRUST CORP	Decreased	16M(-2.5%)	$1.5B	0.2%	+97.16%	0
Invesco Ltd.	Decreased	13.1M(-22.8%)	$1.2B	0.1%	+61.82%	0
GOLDMAN SACHS GROUP INC	Increased	12.6M(+11.2%)	$1.2B	0.1%	+30.23%	42

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SCHWCHARLES SCHWAB CORP (THE)

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer