Charles Schwab Corp/The - US

$SCHW
Smart money positioned

41 of the Top-200 alpha managers hold $SCHW as of the latest 13F snapshot.

13F holders
15
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

41 holders · Q1 2026

$SCHW is held by 41 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.56%, with an average of 0.41% of portfolio. Largest holder: River Road Asset Management, LLC at 3.56%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 15 · Source: 13F-HR
01
Vanguard Group Inc.
0.22% of portfolio
150,528,952 sh
02
State Street
0.24% of portfolio
72,763,682 sh
03
Viking Global Investors LP
3.86% of portfolio
14,664,954 sh
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.23% of portfolio
11,875,673 sh
05
Two Sigma
0.43% of portfolio
5,360,299 sh
06
Citadel
0.17% of portfolio
2,547,748 sh
07
Citigroup Inc.
0.12% of portfolio
1,924,086 sh
08
Tudor Investment Corp. Et Al
0.14% of portfolio
260,000 sh
09
Linscomb Wealth, Inc.
0.15% of portfolio
35,840 sh
10
Bridgewater Associates
0.01% of portfolio
22,594 sh
See all 15 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 12 filers
29 Jul 2026
Unknown
· EX/ACQ
M
29 Jul 2026
Unknown
▼ SOLD
S
29 Jul 2026
Unknown
▼ SOLD
S
29 Jul 2026
Unknown
· EX/ACQ
M
29 Jul 2026
Unknown
· EX/ACQ
M
29 Jul 2026
Unknown
· EX/ACQ
M
29 Jul 2026
Unknown
▼ SOLD
S
29 Jul 2026
Unknown
▼ SOLD
S
29 Jul 2026
Unknown
▼ SOLD
S
29 Jul 2026
Unknown
· EX/ACQ
M
29 Jul 2026
Unknown
▼ SOLD
S
29 Jul 2026
Unknown
· EX/ACQ
M

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHW in the recent window.

Convergence · $SCHW

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:49 UTC.