Question 1

Who owns SCHW?

Accepted Answer

SCHWAB CHARLES CORP (SCHW) is held by 362 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Question 2

Are institutions buying or selling SCHW?

Accepted Answer

In Q1 2026, 188 institutions opened or increased positions in SCHWAB CHARLES CORP while 184 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on SCHW?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SCHWAB CHARLES CORP.

Question 4

How many hedge funds hold SCHW?

Accepted Answer

362 institutional investors report holding SCHWAB CHARLES CORP (SCHW) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into SCHW?

Accepted Answer

As of Q1 2026, tracked institutions in SCHWAB CHARLES CORP show 188 buyers versus 184 sellers — net inflows.

Question 6

Are Congress members and hedge funds both buying SCHW?

Accepted Answer

Yes — in the latest quarter, 11 members of Congress and 188 institutional investors bought SCHWAB CHARLES CORP. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	133.2M(-0.8%)	$12.5B	0.2%	+37.33%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	108.4M	$10.2B	0.3%	+8.27%	53
DODGE & COX	Decreased	75M(-2.0%)	$7B	3.9%	+138.37%	0
JPMORGAN CHASE & CO	Increased	73.8M(+9.9%)	$6.9B	0.4%	+27.88%	42
STATE STREET CORP	Increased	72.8M(+0.2%)	$6.8B	0.2%	+50.48%	38
PRICE T ROWE ASSOCIATES INC /MD/	Decreased	48.6M(-0.9%)	$4.6B	0.5%	+45.95%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	38.7M(+2.7%)	$3.6B	0.2%	+86.87%	39
FMR LLC	Increased	35.7M(+5.5%)	$3.4B	0.2%	+30.31%	40
FRANKLIN RESOURCES INC	Increased	31.8M(+5.4%)	$3B	0.7%	+54.83%	47
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	26.6M	$2.5B	0.1%	+8.27%	53
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Decreased	14.5M(-5.5%)	$2.3B	0.8%	+110.36%	0
PRIMECAP MANAGEMENT CO/CA/	Increased	23.4M(+0.7%)	$2.2B	1.7%	+26.98%	50
Fisher Asset Management, LLC	Increased	22.2M(+1.8%)	$2.1B	0.7%	+48.62%	46
MORGAN STANLEY	Decreased	22M(-5.2%)	$2.1B	0.1%	+38.44%	0
HARRIS ASSOCIATES L P	Decreased	21.8M(-1.0%)	$2B	2.7%	+87.51%	0
Artisan Partners Limited Partnership	Increased	17.5M(+1.4%)	$1.6B	2.6%	+60.80%	55
Invesco Ltd.	Increased	17M(+3.2%)	$1.6B	0.2%	+65.31%	39
NORTHERN TRUST CORP	Decreased	16.4M(-1.4%)	$1.5B	0.2%	+115.07%	0
Bank of New York Mellon Corp	Increased	16.2M(+22.9%)	$1.5B	0.3%	+44.58%	46
BANK OF AMERICA CORP /DE/	Increased	15.6M(+3.5%)	$1.5B	0.1%	+39.00%	40

SCHWAB CHARLES CORP

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