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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 20 tracked institutions holding SCHW, 13 have a 3-year clone track record — 10 of them beat the S&P. Average holder's clone alpha: +2.8pt. It's a gauge of who owns the name, not just how many.
Among the 20 tracked institutional investors we monitor, SCHW (SCHWAB CHARLES CORP) is held with a combined value of $50.37B across 532,859,811 shares. The largest holder is VANGUARD GROUP INC with a position worth $15.04B (0.22% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 12 funds increased their holdings. 7 funds reduced their position.
Total Institutional Value
$50.37B
Total Shares Held
532,859,811
Institutional Holders
20
% of Shares Outstanding
30.8%
of 1.73B shares · SEC 2026-07-31
Days to Cover
2.5-17.7%
16.85M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 30.8% of SCHW's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-31), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
1
$1.85M
52
$218.43M
Total Transactions
53
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Neesha Hathi | S | Sale | 3,177 | $346.43K |
| Aug 28, 2026 | Walter W Bettinger | S | Sale | 74,388 | $8.25M |
| Aug 28, 2026 | Neesha Hathi | S | Sale | 3,177 | $343.50K |
| Aug 26, 2026 | Carolyn Schwab-Pomerantz | S | Sale | 9,175 | $1.00M |
| Aug 24, 2026 | Walter W Bettinger | S | Sale | 176,210 | $20.00M |
| Aug 24, 2026 | Charles R. Schwab | S | Sale | 117,000 | $13.24M |
| Aug 17, 2026 | Jonathan S Beatty | S | Sale | 1,000 | $111.33K |
| Aug 14, 2026 | Jonathan M. Craig | S | Sale | 21,866 | $2.43M |
| Aug 13, 2026 | Dennis Howard | S | Sale | 2,198 | $241.78K |
| Aug 12, 2026 | Charles R. Schwab | S | Sale | 46,410 | $5.02M |
Showing 10 of 53 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $15.04B | 0.22% | -0.7% |
| 2 | BlackRock, Inc. | $12.40B | 0.18% | +0.9% |
| 3 | STATE STREET CORP | $6.75B | 0.20% | +0.6% |
| 4 | FMR LLC | $4.08B | 0.18% | +24.0% |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.99B | 0.40% | -11.0% |
| 6 | HARRIS ASSOCIATES L P | $2.23B | 2.97% | +11.0% |
| 7 | Fisher Asset Management, LLC | $2.03B | 0.60% | -1.2% |
| 8 | VIKING GLOBAL INVESTORS LP | $981.65M | 2.80% | -27.5% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | $735.49M | 0.13% | +1738.3% |
| 10 | TWO SIGMA ADVISERS, LP | $627.82M | 1.22% | +5.5% |
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Buy | Mar 30, 2026 |
| Gilbert Cisneros | Sell | Mar 27, 2026 |
| Alan Armstrong | Buy | Mar 27, 2026 |
| Gilbert Cisneros | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SCHW with a position worth $15.04B, representing 0.22% of their portfolio. In total, 20 institutional investors hold SCHW with a combined value of $50.37B.
In the most recent quarter, 1 fund opened a new position in SCHW. Additionally, 12 increased their holdings and 7 reduced their positions.
Institutional investors hold $50.37B worth of SCHW stock across 20 positions. The largest institutional holder is VANGUARD GROUP INC with $15.04B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SCHW, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SCHW positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Jan 9, 2026 |
| Julie Johnson | Sell | Dec 18, 2025 |
| Dan Newhouse | Buy | Dec 11, 2025 |
| Gilbert Cisneros | Sell | Dec 10, 2025 |
| Julie Johnson | Sell | Nov 13, 2025 |
Showing 8 of 30. STOCK Act disclosures lag up to 45 days.
Last Close
$106.54
2026-09-09
YTD
+4.9%
75% of 52-week range
