SCHW: Schwab Charles Corp insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 1 sales totaling $489K in the last 180 days.
Insider sales
| Trade date | Insider | Role | Value | 10b5-1 plan |
|---|---|---|---|---|
| 2026-10-01 | Hathi Neesha | Officer | $489K | yes |
Institutional ownership (Q2 2026)
2,326 institutions reported holding $127.66B of Schwab Charles Corp on Form 13F (2,344 the quarter before). 149 opened a new position and 159 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 134,414,949 | $12.40B |
| VANGUARD CAPITAL MANAGEMENT LLC | 107,329,957 | $9.90B |
| Dodge & Cox | 76,968,323 | $7.10B |
| STATE STREET CORP | 73,174,188 | $6.75B |
| JPMORGAN CHASE & CO | 49,165,186 | $4.45B |
| FMR LLC | 44,265,455 | $4.08B |
| GEODE CAPITAL MANAGEMENT, LLC | 37,293,274 | $3.43B |
| FRANKLIN RESOURCES INC | 36,476,735 | $3.37B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26,889,062 | $2.48B |
| PRIMECAP MANAGEMENT CO/CA/ | 25,120,895 | $2.32B |
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