SCHWAB CHARLES CORP

$SCHW
Smart money positioned

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

13F holders
2,302
Insider buys · 90d
0
Congress · 90d
1trades

Smart Money · top-200 alpha cohort

44 holders · Q1 2026

$SCHW is held by 44 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 3.79%, with an average of 0.43% of portfolio. Largest holder: Intrinsic Value Partners, LLC at 3.79%. 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 2,302 · Source: 13F-HR
01
Second Line Capital, LLC
3.87% of portfolio
75,002,881 sh
02
Axa S.a.
0.24% of portfolio
72,763,682 sh
03
State Street
0.24% of portfolio
72,626,508 sh
04
First Financial Corp.
2.73% of portfolio
42,685,802 sh
05
Harris Associates L P
3.25% of portfolio
41,122,886 sh
06
Poplar Forest Capital LLC
2.88% of portfolio
34,902,096 sh
07
First Financial Bankshares Inc.
1.73% of portfolio
23,441,915 sh
08
Primecap Management CO
1.76% of portfolio
23,276,071 sh
09
Citizens Financial Group INC
0.71% of portfolio
22,218,091 sh
10
ProShare Advisors LLC
0.21% of portfolio
19,959,856 sh
See all 2,302 13F holders · Pro →

Insider activity · last 90 days

36 transactions · 9 filers
27 Apr 2026
Schwab Charles R.
▼ SOLD
36,450
$90.00
S
23 Apr 2026
Schwab Charles R.
▼ SOLD
36,450
$90.50
S
14 Apr 2026
Murtagh Nigel J
▼ SOLD
41,297
$99.00
S
10 Feb 2026
Schwab Charles R.
▼ SOLD
32,413
$105.58
S
09 Feb 2026
Schwab Charles R.
▼ SOLD
126,200
$106.55
S
06 Feb 2026
Bettinger Walter W
▼ SOLD
67,514
$104.25
S
06 Feb 2026
Dodds Christopher V
▼ SOLD
11,825
$104.55
S
04 Feb 2026
Schwab Charles R.
▼ SOLD
67,975
$103.81
S
03 Feb 2026
Schwab Charles R.
▼ SOLD
96,625
$103.74
S
04 Feb 2026
Bettinger Walter W
▼ SOLD
94,948
$104.25
S
03 Feb 2026
Bettinger Walter W
▼ SOLD
21,429
$104.24
S
03 Feb 2026
Bettinger Walter W
▼ SOLD
141,033
$103.85
S

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

14 disclosures · STOCK Act
House · Michigan · Traded Mar 27
SOLD
$1K–$15K
Apr 6STOCK
House · Wisconsin · Traded Feb 19
BOUGHT
$50K–$100K
Mar 9STOCK
House · California · Traded Jan 9
BOUGHT
$1K–$15K
Feb 13STOCK
House · Michigan · Traded Jan 9
SOLD
$1K–$15K
Feb 11STOCK
House · Texas · Traded Dec 18
SOLD
$1K–$15K
Jan 15STOCK
House · Washington · Traded Dec 11
BOUGHT
$1K–$15K
Jan 15STOCK
House · California · Traded Dec 10
SOLD
$1K–$15K
Jan 12STOCK
House · Michigan · Traded Dec 10
SOLD
$1K–$15K
Jan 9STOCK
House · Georgia · Traded Dec 18
SOLD
$1K–$15K
Jan 5STOCK
Senate · Virginia · Traded Dec 11
BOUGHT
$1K–$15K
Jan 2STOCK
See full $SCHW Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:32 UTC.