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; 2,318 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.
Holders of 5% or more of SCHW
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Schwab Charles Corp, largest stake first. The change is against the holder's previous filing.
No holder currently reports owning 5% or more of Schwab Charles Corp on Schedule 13D or 13G.
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
3 Schedule 13D and 13G filings on Schwab Charles Corp, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 26, 20265:13 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −8.18 ppfrom 8.18%Below 5% | Mar 13, 2026 | SEC |
| Apr 30, 202510:55 AM ET | Vanguard Group Inc | 13G/A | 8.18%148.4M shares | – | Mar 31, 2025 | SEC |
| Feb 12, 20255:33 PM ET | Toronto Dominion Bankand 1 other | 13D/A | 0.10%1.33M shares | –Below 5% | Feb 10, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Schwab Charles Corp shares.
No Form 144 notices for Schwab Charles Corp are on file.