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 14 sales; 2,330 institutions reported holding it in 13F filings for Q2 2026, worth $133.8B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.
Key figures
- Market capClose on Nov 10, 2026
- $160.6B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $71.1M in total
- 14
- 13F holdersQ2 2026, +10 vs. previous quarter
- 2,330
- 13F valueReported value at the end of Q2 2026
- $133.8B
- Superinvestors holdingAt the end of Q2 2026
- 6
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $23.9B
- +22.0% year over year
- Net income, FY2025
- $8.85B
- +49.0% year over year
- Free cash flow, FY2025
- $8.76B
- +327.5% year over year
- Revenue, Q3 FY2026
- $7.17B
- +16.9% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 18.4M
- Shares sold short
- Change
- +1.39M
- +8.2% vs. previous
- Days to cover
- 2.04
- At average daily volume
Superinvestors holding SCHW, Q2 2026
Go to the superinvestors tab6 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 | 5.3% | $155.2M |
| Markel Group | 1.0% | $128.7M |
| Greenhaven Associates | <0.1% | $1.15M |
Latest insider trades
See all insider tradesOpen-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 |
|---|---|---|---|---|---|---|---|---|---|
| Nov 5, 2026 (view filing)6:59 PM ET | Nov 3 | 2 days | Schwab Charles R.Co-Chairman | SSale | −11.7K | $89.21 | −$1.04M | 0.0%53.3M after | |
| Nov 3, 2026 (view filing)5:29 PM ET | Nov 2 | 1 day | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | SSale | −5.00K | $88.92 | −$444.6K | −46.4%5.77K after | 10b5-1 |
| Oct 29, 2026 (view filing)7:23 PM ET | Oct 28-29 | 1 day | Schwab Charles R.Co-Chairman | SSale | −203.2K | $89.12 | −$18.1M | −0.4%53.3M after | 2 lots |
| Oct 5, 2026 (view filing)4:01 PM ET | Oct 1 | 4 days | Hathi NeeshaMD, Head Wealth Adv, Bnk, Tst | SSale | −5.00K | $97.80 | −$489.0K | −46.4%5.77K after | 10b5-1 |
| 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 |
Top 10 13F holders, Q2 2026
See all 2,330 holdersThe 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 |
Holders of 5% or more of SCHW
See all 1 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Schwab Charles Corp.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 13G | 7.18%125.0M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in SCHW22 members of Congress reported 71 trades in Schwab Charles Corp since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Jul 21, 2026 | Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Apr 7, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Feb 13, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Jan 15, 2026 |  Julie Johnson House · TX | Sell | $1K-$15K |
Senate · OK · Jul 21, 2026
Buy$1K-$15K
Senate · OK · Jul 21, 2026
Buy$1K-$15K
House · CA · Apr 7, 2026
Sell (partial)$1K-$15K
House · CA · Feb 13, 2026
Buy$1K-$15K
House · TX · Jan 15, 2026
Sell$1K-$15K