SCHW Smart Money
The Charles Schwab Corporation
1W: -1.7%
1M: -9.2%
3M: -14.3%
YTD: -11.2%
1Y: -4.2%
3Y: +82.9%
5Y: +17.1%
$89.30
-0.43 (-0.48%)
Weekly Expected Move ±3.0%
$85
$88
$91
$93
$96
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $1.41B held by 580 funds, 48 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 20262,491
Institutions Holding
-16 vs prior
84.0%
Ownership
+1.12%
173
New
909
Increased
1121
Reduced
156
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | Hathi Neesha | officer: md, head wealth adv, bnk, tst | S-Sale | 5,000 | $97.80 | $489K | Filing |
| 2026-09-01 | Hathi Neesha | officer: md, head wealth adv, bnk, tst | S-Sale | 3,177 | $109.04 | $346K | Filing |
| 2026-08-28 | Bettinger Walter W | officer: co-chairman | S-Sale | 74,388 | $110.91 | $8.3M | Filing |
| 2026-08-28 | Hathi Neesha | officer: md, head wealth adv, bnk, tst | S-Sale | 3,177 | $108.12 | $343K | Filing |
| 2026-08-27 | Schwab Charles R. | officer: co-chairman | G-Gift | 9,300 | $— | $0 | Filing |
| 2026-08-26 | Schwab-Pomerantz Carolyn | director | S-Sale | 9,175 | $109.25 | $1.0M | Filing |
| 2026-08-24 | Schwab Charles R. | officer: co-chairman | S-Sale | 117,000 | $113.20 | $13.2M | Filing |
| 2026-08-24 | Bettinger Walter W | officer: co-chairman | S-Sale | 176,210 | $113.49 | $20.0M | Filing |
| 2026-08-18 | Schwab Charles R. | officer: co-chairman | G-Gift | 54,550 | $— | $0 | Filing |
| 2026-08-17 | Schwab Charles R. | officer: co-chairman | G-Gift | 45,500 | $— | $0 | Filing |
| 2026-08-17 | Beatty Jonathan S | officer: md, head of advisor services | S-Sale | 1,000 | $111.33 | $111K | Filing |
| 2026-08-14 | Craig Jonathan M. | officer: md, head of retail investing | S-Sale | 21,866 | $111.03 | $2.4M | Filing |
| 2026-08-13 | Howard Dennis | officer: md, chief tech, ops & data off | S-Sale | 2,198 | $110.00 | $242K | Filing |
| 2026-08-12 | Schwab Charles R. | officer: co-chairman | S-Sale | 46,410 | $108.18 | $5.0M | Filing |
| 2026-08-11 | Schwab Charles R. | officer: co-chairman | S-Sale | 46,445 | $107.78 | $5.0M | Filing |
| 2026-08-10 | Murtagh Nigel J | officer: chief risk officer | S-Sale | 24,778 | $109.01 | $2.7M | Filing |
| 2026-08-07 | SNEED PAULA A | director | S-Sale | 5,263 | $107.15 | $564K | Filing |
| 2026-08-06 | Schwab Charles R. | officer: co-chairman | G-Gift | 37,200 | $— | $0 | Filing |
| 2026-08-06 | Murtagh Nigel J | officer: chief risk officer | S-Sale | 1,897 | $109.00 | $207K | Filing |
| 2026-08-05 | Schwab-Pomerantz Carolyn | director | S-Sale | 18,561 | $107.70 | $2.0M | Filing |
| 2026-08-05 | Craig Jonathan M. | officer: md, head of retail investing | S-Sale | 21,750 | $107.02 | $2.3M | Filing |
| 2026-08-04 | Schwab Charles R. | officer: co-chairman | S-Sale | 47,650 | $106.08 | $5.1M | Filing |
| 2026-08-04 | Schwab-Pomerantz Carolyn | director | S-Sale | 22,640 | $106.36 | $2.4M | Filing |
| 2026-08-03 | Schwab Charles R. | officer: co-chairman | S-Sale | 95,250 | $105.52 | $10.1M | Filing |
| 2026-08-01 | Howard Dennis | officer: md, chief tech, ops & data off | F-Tax Withholding | 1,292 | $104.87 | $135K | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-25 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-09-04 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-06-02 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-01 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-04-13 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-03-27 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2026-03-27 | Alan Armstrong | Senate | Buy | $1,001 - $15,000 | Filing |
| 2026-03-26 | Gilbert Ray Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2026-02-19 | Tony Wied | House | Buy | $50,001 - $100,000 | Filing |
| 2026-01-09 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-09 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-08 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-18 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-18 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-17 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-11 | Dan Newhouse | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-10 | Daniel Milton Newhouse | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-10 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-10 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-09 | Gilbert Ray Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-13 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-13 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-12 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-23 | Val Hoyle | House | Sell | $1,001 - $15,000 | Filing |
| 2025-09-22 | Val Hoyle | House | Sell | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 134,414,949 | $12.4B | +1,258,393 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 107,329,957 | $9.9B | -1,024,038 | 2026-06-30 | Filing |
| Dodge & Cox | 76,968,323 | $7.1B | +1,965,442 | 2026-06-30 | Filing |
| STATE STREET CORP | 73,174,188 | $6.8B | +410,506 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 49,165,186 | $4.5B | -24,682,956 | 2026-06-30 | Filing |
| FMR LLC | 44,265,455 | $4.1B | +8,577,286 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 37,293,274 | $3.4B | -1,398,992 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 36,476,735 | $3.4B | +4,651,113 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 26,889,062 | $2.5B | +316,992 | 2026-06-30 | Filing |
| PRIMECAP MANAGEMENT CO/CA | 25,120,895 | $2.3B | +1,678,980 | 2026-06-30 | Filing |
| HARRIS ASSOCIATES L P | 24,201,471 | $2.2B | +2,388,995 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 13,356,306 | $2.1B | -1,165,581 | 2026-06-30 | Filing |
| MORGAN STANLEY | 22,793,553 | $2.1B | +759,611 | 2026-06-30 | Filing |
| NORGES BANK | 22,658,390 | $2.1B | +22,658,390 | 2026-06-30 | Filing |
| Fisher Asset Management, LLC | 21,952,062 | $2.0B | -266,029 | 2026-06-30 | Filing |
| Artisan Partners Limited Partnership | 18,930,716 | $1.7B | +1,479,668 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 15,993,144 | $1.5B | +370,114 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 15,952,492 | $1.5B | -408,284 | 2026-06-30 | Filing |
| Invesco Ltd. | 13,090,710 | $1.2B | -3,866,270 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 12,649,537 | $1.2B | +1,274,826 | 2026-06-30 | Filing |