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The Charles Schwab Corporation (SCHW) institutional ownership

Latest close $99.96 Jul 21, 2026
Market cap$176.2B 52-week range SectorFinancial Services
Funds holding · Q1 2026
2,177
reported SCHW position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $4.2B
1,158 buyers · 1,019 sellers

The Charles Schwab Corporation (SCHW) price and institutional activity

Dates

Q1 2026

$6.8B bought by 1158 investors
JPMorgan Chase & Co$653MBank of New York Mellon Corp$295M +1,156 more
$11.0B sold by 1019 investors
Norges-$2.0BTwo Sigma Advisers, LP-$617M +1,017 more
Bought Sold Totals per quarter; hover a bar for the names.

The Charles Schwab Corporation (SCHW) institutional activity · 1,019

Investor Type Est. change Change Δ Own Date
Norges · Exited −$2.0B
Change −20.0M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$2.0B −20.0M −100.0% Q1 2026
Two Sigma Advisers, LP · Exited −$617M
Change −6.3M Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −$617M −6.3M −100.0% Q1 2026
D. E. Shaw & Co., Inc. · Reduced −$523M
Change −5.3M Δ Own −67.1% Date Q1 2026
D. E. Shaw & Co., Inc. Reduced· Q1 2026 −$523M −5.3M −67.1% Q1 2026
Generation Investment Management LLP · Reduced −$501M
Change −5.1M Date Q1 2026
Generation Investment Management LLP Reduced· Q1 2026 −$501M −5.1M Q1 2026
Janus Henderson Group PLC · Reduced −$470M
Change −4.8M Date Q1 2026
Janus Henderson Group PLC Reduced· Q1 2026 −$470M −4.8M Q1 2026
Brown Advisory Inc · Reduced −$300M
Change −3.1M Date Q1 2026
Brown Advisory Inc Reduced· Q1 2026 −$300M −3.1M Q1 2026
Millennium Management LLC · Reduced −$292M
Change −3.0M Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −$292M −3.0M Q1 2026
Marshall Wace, LLP · Exited −$281M
Change −2.9M Δ Own −100.0% Date Q1 2026
Marshall Wace, LLP Exited· Q1 2026 −$281M −2.9M −100.0% Q1 2026
Pointstate Capital LP · Exited −$236M
Change −2.4M Δ Own −100.0% Date Q1 2026
Pointstate Capital LP Exited· Q1 2026 −$236M −2.4M −100.0% Q1 2026
Point72 Asset Management, L.P. · Reduced −$236M
Change −2.4M Δ Own −90.9% Date Q1 2026
Point72 Asset Management, L.P. Reduced· Q1 2026 −$236M −2.4M −90.9% Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −$214M −2.2M −46.1% Q1 2026
Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt AM Main · Reduced −$204M
Change −2.1M Date Q1 2026
Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt AM Main Reduced· Q1 2026 −$204M −2.1M Q1 2026
Balyasny Asset Management L.P. · Reduced −$187M
Change −1.9M Date Q1 2026
Balyasny Asset Management L.P. Reduced· Q1 2026 −$187M −1.9M Q1 2026
Renaissance Technologies LLC Exited· Q1 2026 −$178M −1.8M −100.0% Q1 2026
UBS Group AG · Reduced −$156M
Change −1.6M Date Q1 2026
UBS Group AG Reduced· Q1 2026 −$156M −1.6M Q1 2026
Data through Q1 2026 · filed Jun 11, 2026
15 of 1019

Famous investor activity in The Charles Schwab Corporation (SCHW)

The Charles Schwab Corporation (SCHW) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Beatty Jonathan S. · Officer Sell −$208K
Price $104.21 Qty −2K Owned 12K ΔOwn −14.6% Trade date Jul 21, 2026 Filed date Jul 21, 2026
Beatty Jonathan S. Officer Sell $104.21 −2K −$208K 12K −14.6% Jul 21, 2026 Jul 21, 2026
Craig Jonathan M. · Officer Sell −$2.2M
Price $102.01 Qty −22K Owned 0 ΔOwn −100.0% Trade date Jul 7, 2026 Filed date Jul 9, 2026
Craig Jonathan M. Officer Sell $102.01 −22K −$2.2M 0 −100.0% Jul 7, 2026 Jul 9, 2026
Craig Jonathan M. · Officer 2 operations 0
Price $46.81 Owned 44K Trade date Jul 7, 2026 Filed date Jul 9, 2026
Craig Jonathan M. Officer 2 operations $46.81 0 44K Jul 7, 2026 Jul 9, 2026
Beatty Jonathan S. · Officer Sell −$204K
Price $102.01 Qty −2K Owned 14K ΔOwn −12.7% Trade date Jul 7, 2026 Filed date Jul 8, 2026
Beatty Jonathan S. Officer Sell $102.01 −2K −$204K 14K −12.7% Jul 7, 2026 Jul 8, 2026
Beatty Jonathan S. · Officer Sell −$200K
Price $100.01 Qty −2K Owned 16K ΔOwn −11.3% Trade date Jul 6, 2026 Filed date Jul 6, 2026
Beatty Jonathan S. Officer Sell $100.01 −2K −$200K 16K −11.3% Jul 6, 2026 Jul 6, 2026
Beatty Jonathan S. · Officer Sell −$194K
Price $97.03 Qty −2K Owned 18K ΔOwn −10.1% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Beatty Jonathan S. Officer Sell $97.03 −2K −$194K 18K −10.1% Jul 2, 2026 Jul 6, 2026
Ellis Stephen A. · Director Grant (A) 379
Owned 13K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Ellis Stephen A. Director Grant (A) 379 13K Jul 1, 2026 Jul 6, 2026
Herringer Frank C. · Director Grant (A) 457
Owned 153K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Herringer Frank C. Director Grant (A) 457 153K Jul 1, 2026 Jul 6, 2026
Ruffel Charles A. · Director Grant (A) 1K
Owned 1K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Ruffel Charles A. Director Grant (A) 1K 1K Jul 1, 2026 Jul 6, 2026
Brown Marianne Catherine · Director Grant (A) 418
Owned 8K Trade date Jul 1, 2026 Filed date Jul 6, 2026
Brown Marianne Catherine Director Grant (A) 418 8K Jul 1, 2026 Jul 6, 2026
Beatty Jonathan S. · Officer Tax withholding or exercise payment (F) -$96K
Price $92.72 Qty -1K Owned 32K ΔOwn −3.1% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Beatty Jonathan S. Officer Tax withholding or exercise payment (F) $92.72 -1K -$96K 32K −3.1% Jul 1, 2026 Jul 6, 2026
Ellis Stephen A. · Director 2 operations 0
Price $25.11 Owned 0 Trade date Jun 23, 2026 Filed date Jun 25, 2026
Ellis Stephen A. Director 2 operations $25.11 0 0 Jun 23, 2026 Jun 25, 2026
Verdeschi Michael D. · CFO Tax withholding or exercise payment (F) -$570K
Price $87.42 Qty -7K Owned 47K Trade date Jun 3, 2026 Filed date Jun 4, 2026
Verdeschi Michael D. CFO Tax withholding or exercise payment (F) $87.42 -7K -$570K 47K Jun 3, 2026 Jun 4, 2026
Wurster Richard A. · Director Buy +$1.8M
Price $84.23 Qty +22K Owned 218K Trade date May 28, 2026 Filed date May 28, 2026
Wurster Richard A. Director Buy $84.23 +22K +$1.8M 218K May 28, 2026 May 28, 2026
Adams John K. Jr · Director 2 operations 6K
Owned 4K Trade date May 26, 2026 Filed date May 28, 2026
Adams John K. Jr Director 2 operations 6K 4K May 26, 2026 May 28, 2026
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15 of 144 Sign in to continue to older insider transactions.

The Charles Schwab Corporation (SCHW) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Toronto Dominion Bank 135.1M
% of shares outstanding 7.6% Filing date Aug 23, 2024
Toronto Dominion Bank 135.1M 7.6% Aug 23, 2024
Vanguard Capital Management 125.0M
% of shares outstanding 7.2% Filing date Apr 29, 2026
Vanguard Capital Management 125.0M 7.2% Apr 29, 2026
Vanguard Group Inc 119.9M
% of shares outstanding 6.8% Filing date Feb 13, 2024
Vanguard Group Inc 119.9M 6.8% Feb 13, 2024
Schwab Charles R. 108.0M
% of shares outstanding 6.1% Filing date Feb 27, 2023
Schwab Charles R. 108.0M 6.1% Feb 27, 2023
BlackRock Inc. 96.7M
% of shares outstanding 5.5% Filing date Jan 31, 2024
BlackRock Inc. 96.7M 5.5% Jan 31, 2024
Dodge & Cox 89.6M
% of shares outstanding 5.0% Filing date Nov 13, 2024
Dodge & Cox 89.6M 5.0% Nov 13, 2024
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The Charles Schwab Corporation (SCHW) ownership FAQ

Who owns SCHW?

2,177 reporting institutions disclosed SCHW position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.