Charles Schwab (SCHW)
Integrates retail brokerage, banking, wealth management, and custody for independent advisers.
$101.05
vs last close−5.83 (−5.45%)
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13F · 13D/G · Form 4
| Institutions | 83.38% | 1.45B shares | |
|---|---|---|---|
| 2,409 holders · as of Jun 30, 2026 | |||
| Insiders | 3.28% | 57.00M shares | |
| 22 holders · as of Sep 2, 2026 | |||
| Other | 13.34% | 232.12M shares | |
| remainder | |||
1.74B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
13F, as of Jun 30, 2026
2,409 holders · 1.45B shares · 176 new positions · 1,070 increased · 970 reduced · 193 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 134.41M | 7.73% | +1.26M | Aug 7, 2026 |
| Vanguard Capital Management LLC | 107.33M | 6.17% | −1.02M | Aug 13, 2026 |
| Dodge & Cox | 76.97M | 4.43% | +1.97M | Aug 13, 2026 |
| State Street Corp | 73.17M | 4.21% | +410.5K | Aug 7, 2026 |
| JPMorgan Chase & Co | 49.17M | 2.83% | −24.68M | Aug 12, 2026 |
| FMR LLC | 44.27M | 2.55% | +8.58M | Aug 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 43.29M | 2.49% | −5.35M | Aug 14, 2026 |
| Geode Capital Management, LLC | 37.29M | 2.14% | −1.40M | Aug 12, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Vanguard Capital Management | 7.18% | 124.96M | 13G | Apr 29, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 1, 2026 | Neesha Hathiofficer: MD, Head Wealth Adv, Bnk, Tst | Sale | 3,177 | $109.04 | 5,770 |
| Aug 28, 2026 | Walter W. Bettingerdirector, officer: Co-Chairman | Sale | 74,388 | $110.91 | 610,360 |
| Aug 28, 2026 | Neesha Hathiofficer: MD, Head Wealth Adv, Bnk, Tst | Sale | 3,177 | $108.12 | 0 |
| Aug 26, 2026 | Carolyn Schwab-Pomerantzdirector | Sale | 9,175 | $109.25 | 1,323,162 |
| Aug 24, 2026 | Charles R. Schwabdirector, officer: Co-Chairman | Sale | 117,000 | $113.20 | 53,558,741 |
| Aug 24, 2026 | Walter W. Bettingerdirector, officer: Co-Chairman | Sale | 176,210 | $113.49 | 610,360 |
| Aug 17, 2026 | Jonathan S. Beattyofficer: MD, Head of Advisor Services | Sale | 1,000 | $111.33 | 10,738 |
| Aug 14, 2026 | Jonathan M. Craigofficer: MD, Head of Retail Investing | Sale | 21,866 | $111.03 | 0 |
| Aug 13, 2026 | Dennis Howardofficer: MD, Chief Tech, OPS & Data Off | Sale | 2,198 | $110.00 | 6,980 |
| Aug 12, 2026 | Charles R. Schwabdirector, officer: Co-Chairman | Sale | 46,410 | $108.18 | 30,021,463 |
House and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Sen. Alan Armstrong | Purchase | $1,001 – $15,000 | Joint | Mar 27, 2026 | Jul 21, 2026 |
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | Jun 2, 2026 | Jul 8, 2026 | |
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | May 1, 2026 | Jun 11, 2026 | |
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | Spouse | Apr 13, 2026 | May 13, 2026 |
| Rep. Gilbert Cisneros · CA31 | Sale | $1,001 – $15,000 | Mar 27, 2026 | Apr 8, 2026 |