SCHWAB (CHARLES) CORP (SCHW) Institutional Ownership and Insiders Activity

SCHWAB (CHARLES) CORP (SCHW) is widely held by institutional investors, with 12 tracked firms reporting positions valued at approximately $9.60B based on SEC Form 13F filings for the quarter ended June 30, 2026.

Dodge & Cox Stock Fund is the largest disclosed holder, reporting approximately $7.05B in SCHW holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Dodge & Cox Stock Fund representing the majority of disclosed value.

Recent insider activity includes 49 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.