NYSE · SCHW

Schwab Charles Corp

Smart money pulse

What insiders and funds are doing

Selling Insiders: as of Nov 12 Funds: as of Jun 30, 2026

account_balance
826 funds bought, 905 sold in the quarter ended Jun 30, 2026. 180 were new holders.
info
4 real insider sales in 12 months. $25.7M in total, not counting planned sales.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

2,321 funds report owning SCHW, down from 2,339

Holdings as of Jun 30, 2026

New180

Added646

Held786

Trimmed709

Sold out196

Last quarter

Who bought and who sold

Dodge & Cox

+3%

JPMorgan Chase & Co

New

FMR LLC

+24%

Geode Capital Management, LLC

−4%

Franklin Resources Inc

+15%

Primecap Management Co

+7%

Massachusetts Financial Services Co

−8%

Harris Associates L P

+11%

Change in shares held, biggest holdings first. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale

Last 6 months. A wider screen shows 12.

Showing 4 real trades. Hidden: 1 option exercise, 1 planned 10b5-1 sale, 1 gift. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Real trades, newest first

Nov 9 Charles Schwab Co-Chairman, Director Open-market sale $6.58M 70,750 sh at $93.01

Nov 3 Charles Schwab Co-Chairman, Director Open-market sale $1.04M 11,675 sh at $89.21

Oct 29 Charles Schwab Co-Chairman, Director Open-market sale $12.2M 136,400 sh at $89.50

Oct 28 Charles Schwab Co-Chairman, Director Open-market sale $5.9M 66,750 sh at $88.36

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Congress · last 12 months

Members of Congress who traded SCHW

All Congress trades

SCHW Charles Schwab Corporation (The) Common Stock Alan Armstrong OK Purchase $1,001 – $15,000 Traded Mar 30, 2026 Reported Jul 21, 2026 · 113 days later

SCHW Charles Schwab Corporation (The) Common Stock Alan Armstrong OK Purchase $1,001 – $15,000 Traded Mar 27, 2026 Reported Jul 21, 2026 · 116 days later

SCHW Charles Schwab Corporation Gilbert Cisneros CA-31 Partial sale $1,001 – $15,000 Traded Mar 27, 2026 Reported Apr 7, 2026

SCHW Charles Schwab Corporation Gilbert Cisneros CA-31 Purchase $1,001 – $15,000 Traded Jan 9, 2026 Reported Feb 13, 2026

SCHW Charles Schwab Corporation Julie Johnson TX-32 · Joint Sale $1,001 – $15,000 Traded Dec 18, 2025 Reported Jan 15, 2026

SCHW Charles Schwab Corporation Dan Newhouse WA-4 · Spouse Purchase $1,001 – $15,000 Traded Dec 11, 2025 Reported Jan 15, 2026

SCHW Charles Schwab Corporation Gilbert Cisneros CA-31 Partial sale $1,001 – $15,000 Traded Dec 10, 2025 Reported Jan 12, 2026

SCHW Charles Schwab Corporation Julie Johnson TX-32 · Joint Partial sale $1,001 – $15,000 Traded Nov 13, 2025 Reported Dec 11, 2025

Amounts are the ranges members report, not exact amounts. Reports can come up to 45 days after the trade. From House and Senate STOCK Act reports. This is data, not advice.

Top holders

Biggest funds in SCHW

As of Jun 30, 2026

Fund	Value	Change
BlackRock, Inc.	$12.4B	+1%
Vanguard Capital Management LLC	$9.9B	−1%
Dodge & Cox	$7.1B	+3%
State Street Corp	$6.75B	+1%
JPMorgan Chase & Co	$4.45B	New