Schwab Charles Corp
SCHW- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
In the last 90 days, Schwab Charles Corp insiders filed 0 open-market purchases and 29 sales; 2,319 institutions reported holding it in 13F filings for Q2 2026, worth $134.0B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $143.8M in total
- 29
- 13F holdersQ2 2026, +10 vs. previous quarter
- 2,319
- 13F valueReported value at the end of Q2 2026
- $134.0B
- Superinvestors holdingAt the end of Q2 2026
- 6
Price chart
Superinvestors holding SCHW, Q2 2026
6 superinvestors report holding Schwab Charles Corp on Form 13F. Percentages are the stock's share of each portfolio.
Harris Associates (Oakmark)
Bill Nygren
3.0%
Schwab Charles Corp's share of the portfolio
- Shares
- 24,201,471
- Value
- $2.23B
Viking Global Investors
Andreas Halvorsen
2.8%
Schwab Charles Corp's share of the portfolio
- Shares
- 10,638,869
- Value
- $981.6M
| Superinvestor | Weight | Value |
|---|---|---|
| D1 Capital Partners | 0.7% | $227.6M |
| Giverny Capital | 5.2% | $155.2M |
| Markel Group | 1.0% | $128.7M |
| Greenhaven Associates | <0.1% | $1.15M |
Latest insider trades
Open-market purchases and sales by Schwab Charles Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 2, 2026 (view filing)9:04 PM ET | Sep 1 | 1 day | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | SSale | −3.18K | $109.04 | −$346.4K | −35.5%5.77K after | 10b5-1 |
| Aug 31, 2026 (view filing)7:39 PM ET | Aug 28 | 3 days | Bettinger Walter WCo-Chairman | SSale | −74.4K | $110.91 | −$8.25M | −10.9%610.4K after | |
| Aug 31, 2026 (view filing)6:30 PM ET | Aug 28 | 3 days | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | SSale | −3.18K | $108.12 | −$343.5K | −100.0%0 after | 10b5-1 |
| Aug 27, 2026 (view filing)6:00 PM ET | Aug 26 | 1 day | Schwab-Pomerantz CarolynDirector | SSale | −9.18K | $109.25 | −$1.00M | −0.7%1.32M after | |
| Aug 26, 2026 (view filing)8:15 PM ET | Aug 24 | 2 days | Schwab Charles R.Co-Chairman | SSale | −117.0K | $113.20 | −$13.2M | −0.2%53.6M after | |
| Aug 26, 2026 (view filing)7:37 PM ET | Aug 24 | 2 days | Bettinger Walter WCo-Chairman | SSale | −176.2K | $113.49 | −$20.0M | −22.4%610.4K after | |
| Aug 18, 2026 (view filing)5:55 PM ET | Aug 17 | 1 day | Beatty Jonathan SMD, Head of Advisor Services | SSale | −1.00K | $111.33 | −$111.3K | −8.5%10.7K after | |
| Aug 17, 2026 (view filing)6:22 PM ET | Aug 14 | 3 days | Craig Jonathan M.MD, Head of Retail Investing | SSale | −21.9K | $111.03 | −$2.43M | −100.0%0 after | 10b5-1 |
| Aug 17, 2026 (view filing)5:43 PM ET | Aug 13 | 4 days | Howard DennisMD, Chief Tech, OPS & Data Off | SSale | −2.20K | $110.00 | −$241.8K | −23.9%6.98K after | 10b5-1 |
| Aug 13, 2026 (view filing)8:36 PM ET | Aug 12 | 1 day | Schwab Charles R.Co-Chairman | SSale | −46.4K | $108.18 | −$5.02M | −0.2%30.0M after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Schwab Charles Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 134,414,949 | $12.4B | 0.18% | +1,258,393+0.9% | Added |
| Vanguard Capital Management LLC | 107,329,957 | $9.90B | 0.21% | −1,024,038−0.9% | Reduced |
| Dodge & Cox | 76,968,323 | $7.10B | 3.72% | +1,965,442+2.6% | Added |
| State Street Corp | 73,174,188 | $6.75B | 0.20% | +410,506+0.6% | Added |
| JPMorgan Chase & Co | 49,165,186 | $4.45B | 0.26% | −24,682,956−33.4% | Reduced |
| FMR LLC | 44,265,455 | $4.08B | 0.18% | +8,577,286+24.0% | Added |
| Price T Rowe Associates Inc | 43,292,139 | $3.99B | 0.40% | −5,345,090−11.0% | Reduced |
| Geode Capital Management, LLC | 37,293,274 | $3.43B | 0.18% | −1,398,992−3.6% | Reduced |
| Franklin Resources Inc | 36,476,735 | $3.37B | 0.73% | +4,651,113+14.6% | Added |
| Vanguard Portfolio Management LLC | 26,889,062 | $2.48B | 0.11% | +316,992+1.2% | Added |