Schwab Charles Corp (SCHW)
- Sector
- Financials
- Industry
- Investment Banking & Brokerage
- Last price
- $96.80
- As of
Kresmion compiles this page from SCHW's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
SCHWAB CHARLES CORP (SCHW): 9 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-12.
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Preview the SCHW dossierActive signals for SCHW
- highCONSENSUS_BUY
8 tracked funds increased SCHW this 2026Q2, institutional consensus
- highinsider_cluster_sell
2 insiders at SCHW sold $8.6M this week
- highinsider_cluster_sell
3 insiders at SCHW sold $34.2M this week
- highinsider_cluster_sell
2 insiders at SCHW sold $10.0M this week
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +92% to SCHW (2026Q2)
FREE, NO ACCOUNT
Every signal on SCHW, as it fires
You are seeing 5 of 22 signals recorded on SCHW since 2026-07-24.
The five above landed across 4 days. The other 17 were recorded on 1 other days. 17 of the 22 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in SCHW (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| VIKING GLOBAL INVESTORS LPCUSIP 808513105 · 2026Q2 | $981.6M | 2.80% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 808513105 · 2026Q2 | $777.4M | 0.56% | , |
| D. E. Shaw & Co., Inc.CUSIP 808513105 · 2026Q2 | $533.3M | 0.25% | , |
| CITADEL ADVISORS LLCCUSIP 808513105 · 2026Q2 | $314.3M | 0.04% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 808513105 · 2026Q2 | $176.3M | 0.24% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 808513105 · 2026Q2 | $114.9M | 0.04% | , |
| Point72 Asset Management, L.P.CUSIP 808513105 · 2026Q2 | $46M | 0.05% | , |
| Bridgewater Associates, LPCUSIP 808513105 · 2026Q2 | $2.7M | 0.01% | , |
| GREENHAVEN ASSOCIATES INCCUSIP 808513105 · 2026Q2 | $1.2M | 0.01% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, SCHW
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
SCHW against its peers
SCHW's return on equity of 17.9% ranks in the 58th percentile of 5 Investment Banking & Brokerage sub-industry peers, fiscal periods ending between 2025-09-30 and 2025-12-31.
| Metric | SCHW | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 23.9B USD | n/a | n/a | 3 |
| Net margin | 37.0% | n/a | n/a | 3 |
| Return on equity | 17.9% | 17.1% | 58 | 5 |
| P / E | 20.8x | 17.8x | 58 | 5 |
| 1 year | 3.7% | 14.0% | 42 | 5 |
Peers (5): GS, MS, HOOD, IBKR, RJF. Fiscal periods ending between 2025-09-30 and 2025-12-31. Every figure is one full fiscal year read from one annual filing (SCHW: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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