The Charles Schwab Corporation (SCHW) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SCHW. 13F holdings as of 2026-06-30.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|
| Provident Trust | 3,716,441 | $343M | INCREASED |
| Fort Washington Investment Advisors Inc /OH | 2,550,333 | $235M | INCREASED |
| Assenagon Asset Management | 1,743,958 | $161M | DECREASED |
| Capitalatwork | 1,674,961 | $155M | INCREASED |
| New York State Common Retirement Fund | 1,660,995 | $153M | DECREASED |
Recent Insider Trades
| Insider | Type | Shares | Value | Date |
|---|
| Nigel J Murtagh (Chief Risk Officer) | EXERCISE | 32,947 | $2M | 2026-07-27 |
| Nigel J Murtagh (Chief Risk Officer) | SELL | 11,000 | $1M | 2026-07-27 |
| Nigel J Murtagh (Chief Risk Officer) | SELL | 21,947 | $2M | 2026-07-27 |
| Walter W Bettinger (Co-Chairman) | EXERCISE | 93,408 | $5M | 2026-07-27 |
| Walter W Bettinger (Co-Chairman) | EXERCISE | 192,488 | $10M | 2026-07-27 |
Recent Congressional Trades
| Member | Type | Amount | Date |
|---|
| Alan Armstrong (Republican) | PURCHASE | $1,001 - $15,000 | 2026-03-27 |
| Ro Khanna (Democrat) | PURCHASE | $1,001 - $15,000 | 2026-06-02 |
| Ro Khanna (Democrat) | PURCHASE | $1,001 - $15,000 | 2026-05-01 |
Full institutional holdings, insider history, and congressional trades for The Charles Schwab Corporation on SentiSense.