The Charles Schwab Corporation· SCHW

🇺🇸 US · LargeSP500NYSE

Financial Services Financial - Capital Markets Website

Price: $100.35
Day: -6.11%
Mkt Cap: $174.52B
52W Range: $83.96 – $114.53
Volume: 16.91M
Beta: 0.75

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 2,411 institutions hold; 1,072 added, 970 reduced
Insiders Q3 2026: no purchases, 37 sales ($143.8M)

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The Charles Schwab Corporation

SCHW|Financial Services|Financial - Capital Markets

Current price: $100

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

1.7x

vs own 6-quarter average

Seller breadth · Q3 2026

10 sellers

vs 8.5 avg per quarter

Institutional net breadth · Q2 2026

+87

1,248 adding vs 1,161 reducing

Institutional ownership · Q2 2026

83.1%

2,411 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

134.4M

+1.6%

VANGUARD CAPITAL MANAGEMENT LLC

107.3M

-0.3%

DODGE & COX

77.0M

+3.3%

STATE STREET CORP

73.2M

+1.2%

STATE STREET CORP

73.2M

+0.6%

JPMORGAN CHASE & CO

49.2M

-33.0%

ETF & Fund Activity, Q3 2026

How the covering funds split between buying, holding and selling

3 buying10 unchanged1 selling

13 funds held SCHW in Q3 2026, holding 6.9M shares between them, down 0.8% on the quarter.

Largest fund holders

SPDR SERIES TRUST6.4M sh

MADISON FUNDS104.1K sh

GLENMEDE FUND INC86.2K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Feb 12

Bettinger Walter W

$36.2M

Sale · Jul 27

Bettinger Walter W

$20.0M

Sale · Aug 24

Bettinger Walter W

$20.0M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SCHW Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-35

Institutional Flow

50% weight

+18

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for SCHW

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bearish Signal

Elevated insider selling in Q3 2026

37 sales totaling $143.8M (1.3M shares)

Share volume is elevated at 1.7x the historical average

10 different insiders sold this quarter

Buying seen in 2 of 15 quarters

1.7x

Selling pace

vs own 6-qtr average

Elevated

1.09%

Stake sold

of active insiders' holdings

10 sellers

Seller breadth

vs 8.5 avg per quarter

Q2 2026

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, SCHW

Top 8 highest-value insider trades from the last 8 quarters

Bettinger Walter W

Co-Chairman

Sell

441,797 shares at $81.87

≈34.2% of their stake at the time

Feb 12, 2025$36.17M

Bettinger Walter W

Co-Chairman

Sell

192,488 shares at $103.90

≈26.7% of their stake at the time

Jul 27, 2026$20.00M

Bettinger Walter W

Co-Chairman

Sell

176,210 shares at $113.49

≈22.4% of their stake at the time

Aug 24, 2026$20.00M

Bettinger Walter W

Co-Chairman

Sell

173,876 shares at $98.84

≈22.7% of their stake at the time

Jul 29, 2025$17.19M

Bettinger Walter W

Co-Chairman

Sell

191,523 shares at $89.00

≈20.0% of their stake at the time

May 19, 2025$17.05M

Schwab Charles R.

Co-Chairman

Sell

145,650 shares at $103.16

≈0.3% of their stake at the time

Jan 29, 2026$15.03M

Schwab Charles R.

Co-Chairman

Sell

180,506 shares at $82.09

≈0.3% of their stake at the time

Feb 12, 2025$14.82M

Bettinger Walter W

Co-Chairman

Sell

141,033 shares at $103.85

≈20.4% of their stake at the time

Feb 3, 2026$14.65M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for SCHW

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

83.1% institutional ownership

Balanced activity: 1248 adding vs 1161 reducing

13F shares increased by 2.7%, a notable change

Momentum weakening from prior quarter

+87

Net breadth

1,248 adding vs 1,161 reducing

Balanced

1.07

Add / reduce ratio

in Q2 2026

-15

New − closed

176 initiated, 191 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1248 growing-1161 shrinkingNet: +87

176

1072

970

191

New (176)

Increased (1072)

Reduced (970)

Closed (191)

Top Institutional Holders, SCHW

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

134.4M

$12.4B

Ownership

7.75%

+1.6%

VANGUARD CAPITAL MANAGEMENT LLC

107.3M

$9.9B

Ownership

6.19%

-0.3%

DODGE & COX

77.0M

$7.1B

Ownership

4.44%

+3.3%

STATE STREET CORP

73.2M

$6.8B

Ownership

4.22%

+1.2%

STATE STREET CORP

73.2M

$6.8B

Ownership

4.19%

+0.6%

JPMORGAN CHASE & CO

49.2M

$4.5B

Ownership

2.83%

-33.0%

FMR LLC

44.3M

$4.1B

Ownership

2.55%

+24.8%

PRICE T ROWE ASSOCIATES INC /MD/

43.3M

$4.0B

Ownership

2.50%

-10.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 14 ETFs and mutual funds reporting

3 buying1 sellingNet: +2

Buying (3)

Unchanged (10)

Selling (1)

In total, funds bought 80.4K shares and sold 138.6K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q3 2026

14 ETFs and mutual funds reporting

3 funds buying vs 1 selling

Top Fund Holders, SCHW

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

6.4M

Weight

31.83%

Jul 31, 2026No change

MADISON FUNDS

104.1K

Weight

2.15%

Jul 31, 2026Increased

GLENMEDE FUND INC

86.2K

Weight

5.24%

Jul 31, 2026Increased

NATIONWIDE MUTUAL FUNDS

83.6K

Weight

0.01%

Jul 31, 2026Decreased

Tidal Trust I

62.4K

Weight

0.26%

Jul 31, 2026No change

Tidal ETF Trust

62.4K

Weight

0.26%

Jul 31, 2026No change

FORUM FUNDS

35.6K

Weight

—

Jul 31, 2026No change

PFS FUNDS

19.0K

Weight

97.90%

Jul 31, 2026No change

The Charles Schwab Corporation· SCHW

Holdings Analysis

Insider Trading Activity

1.3Transaction History209Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings190Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History209Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings190Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights