Companies › SCHW
SCHWAB CHARLES CORP (SCHW)
Institutional ownership, SEC filings and insider activity
Sector: Financials · SEC CIK 0000316709 · EDGAR filings · Updated 2026-07-28
SCHWAB CHARLES CORP (SCHW) has reported institutional ownership of 81.1%, with 2,303 institutional managers holding positions valued at $133.4B per the latest 13F reporting period. The company has 1 bond series in the registry.
Filings this week (12)
- 2026-07-28 — Notice of proposed sale filed (Form 144)
- 2026-07-28 — Notice of proposed sale filed (Form 144)
- 2026-07-28 — Notice of proposed sale filed (Form 144)
- 2026-07-28 — Notice of proposed sale filed (Form 144)
- 2026-07-28 — Notice of proposed sale filed (Form 144)
- 2026-07-28 — Insider transaction reported (Form 4)
- 2026-07-27 — Insider transaction reported (Form 4)
- 2026-07-27 — Notice of proposed sale filed (Form 144)
- 2026-07-27 — Notice of proposed sale filed (Form 144)
- 2026-07-24 — Notice of proposed sale filed (Form 144)
- 2026-07-23 — Insider transaction reported (Form 4)
- 2026-07-23 — Notice of proposed sale filed (Form 144)
Every filing links to the official SEC document. Real-time filing alerts for this company are available inside the app.
Latest updates
- 2026-07-21 — Insider transaction reported (Form 4)
- 2026-07-21 — Current report (8-K) filed
- 2026-07-21 — Notice of proposed sale filed (Form 144)
- 2026-07-10 — Initial insider ownership filed (Form 3)
- 2026-07-10 — Initial insider ownership filed (Form 3)
- 2026-07-09 — Insider transaction reported (Form 4)
- 2026-07-08 — Insider transaction reported (Form 4)
- 2026-07-06 — Insider transaction reported (Form 4)
Institutional ownership overview
According to SEC 13F filings tracked by Sightfile, SCHWAB CHARLES CORP has 2,303 institutional holders and institutional ownership of 81.1%.
| # | Institution | Reported value | % of tracked total |
|---|---|---|---|
| 1 | BlackRock, Inc. | $12.5B | 9.4% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $10.2B | 7.6% |
| 3 | Dodge & Cox | $7.05B | 5.3% |
| 4 | JPMORGAN CHASE & CO | $6.87B | 5.2% |
| 5 | STATE STREET CORP | $6.84B | 5.1% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $4.57B | 3.4% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $3.62B | 2.7% |
| 8 | FMR LLC | $3.35B | 2.5% |
| 9 | FRANKLIN RESOURCES INC | $2.99B | 2.2% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.50B | 1.9% |
Full holder history and quarter-over-quarter changes are available inside the app.
Insider activity
Insiders reported 186 transactions (0 buys, 98 sells) across 22 reporting insiders, with a net reported value of −$274.3M.
Quarterly net insider value, as reported in Form 4 filings.
Debt profile
1 active bond series in the registry, coupons ranging 5.88%–5.88%, maturities through 2026, built from the company's own prospectus filings.
Debt maturity schedule
Principal coming due by year for SCHWAB CHARLES CORP, from the company's own SEC prospectus filings (424B) tracked by Sightfile.
| Year | Bond series maturing | Known principal due |
|---|---|---|
| 2026 | 2 | $1.00B |
| 2027 | 6 | — |
| 2028 | 2 | — |
| 2029 | 7 | — |
| 2030 | 3 | — |
| 2031 | 5 | — |
| 2032 | 1 | — |
| 2034 | 4 | — |
| 2036 | 2 | — |
| 2037 | 2 | — |
Coupons, seniority and prospectus links for each series are available inside the app.
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See full history, cross-references and alerts on SightfileData sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-28.