SCHW · Financials
Schwab Charles Corp
43/100
Smart-money confidence1 of 3 sources positive
Below average interest
company insiders are selling
What this band has actually done: stocks scoring 25–45 beat the S&P 500 over the next three months 45.3% of the time, across 39,662 cases since 2015. That is below a coin flip — and so is every other band, because the median stock loses to a cap-weighted index. How we measured this
Hedge funds
73
Congress
No data
Insiders
0
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$173.3B
Industry
Capital Markets
Sector
Financial Services
Exchange
NYSE
About SCHWAB CHARLES CORP
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds…
Who's behind the signal
Every informed buyer we can see on SCHW, across all three feeds.
Hedge funds · 14
Renaissance Technologies
New position
Dodge & Cox
Increased +3%
D1 Capital Partners (Sundheim)
Increased +5%
D.E. Shaw & Co
Increased +121%
Tudor Investment (Paul Tudor Jones)
Increased +97%
Citadel Advisors
Increased +34%
+8 more in the full breakdown below ↓
Congress · 18
Alan Armstrong
bought
Julie Johnson
sold
Dan Newhouse
bought
Val T. Hoyle
sold
Lisa C. McClain
sold
Rick W. Allen
bought
Jefferson Shreve
sold
+10 more in the full record below ↓
Insiders
Company insiders
Selling
Recent sells37
Congressional trades · 50 on record
Disclosures from 2021-01-20 to 2026-03-30
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2026-03-30 | Alan Armstrong · R-OK | Senate | Bought | $1,001 - $15,000 |
| 2026-03-27 | Gilbert Ray Cisneros, Jr. · D-CA | House | Sold | $1,001 - $15,000 |
| 2026-03-27 | Alan Armstrong · R-OK | Senate | Bought | $1,001 - $15,000 |
| 2026-01-09 | Gilbert Ray Cisneros, Jr. · D-CA | House | Bought | $1,001 - $15,000 |
| 2025-12-18 | Julie Johnson · D-TX | House | Sold | $1,001 - $15,000 |
| 2025-12-11 | Dan Newhouse · R-WA | House | Bought | $1,001 - $15,000 |
| 2025-12-10 | Gilbert Ray Cisneros, Jr. · D-CA | House | Sold | $1,001 - $15,000 |
| 2025-11-13 | Julie Johnson · D-TX | House | Sold | $1,001 - $15,000 |
| 2025-09-23 | Val T. Hoyle · D-OR | House | Sold | $1,001 - $15,000 |
| 2025-08-14 | Julie Johnson · D-TX | House | Sold | $1,001 - $15,000 |
Show the other 40
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2025-07-16 | Lisa C. McClain · R-MI | House | Sold | $1,001 - $15,000 |
| 2025-07-10 | Rick W. Allen · R-GA | House | Bought | $15,001 - $50,000 |
| 2025-07-10 | Lisa C. McClain · R-MI | House | Bought | $1,001 - $15,000 |
| 2025-05-12 | Jefferson Shreve · R-IN | House | Sold | $15,001 - $50,000 |
| 2025-05-05 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2025-04-21 | Bruce Westerman · R-AR | House | Sold | $1,001 - $15,000 |
| 2025-04-07 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2025-03-19 | Sheri Biggs · R-SC | House | Sold | $15,001 - $50,000 |
| 2025-02-21 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2024-11-25 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-11-13 | Morgan McGarvey · D-KY | House | Sold | $1,001 - $15,000 |
| 2024-09-12 | Rick W. Allen · R-GA | House | Sold | $15,001 - $50,000 |
| 2024-09-03 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-06-21 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2024-05-21 | Marjorie Taylor Greene · R-GA | House | Bought | $1,001 - $15,000 |
| 2024-02-01 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2024-01-12 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2023-12-29 | J. French Hill · R-AR | House | Sold | $50,001 - $100,000 |
| 2023-12-14 | Rick W. Allen · R-GA | House | Bought | $50,001 - $100,000 |
| 2023-10-05 | Morgan McGarvey · D-KY | House | Bought | $1,001 - $15,000 |
| 2023-07-18 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2023-07-12 | Daniel S. Goldman · D-NY | House | Sold | $15,001 - $50,000 |
| 2023-06-16 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2023-06-12 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2023-05-08 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2023-04-14 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2023-03-14 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2023-03-06 | Daniel S. Goldman · D-NY | House | Bought | $15,001 - $50,000 |
| 2023-03-06 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2023-01-31 | Daniel S. Goldman · D-NY | House | Sold | $15,001 - $50,000 |
| 2023-01-18 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2022-10-18 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2021-09-01 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2021-03-17 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2021-02-22 | Ro Khanna · D-CA | House | Sold | $1,001 - $15,000 |
| 2021-02-16 | Peter Meijer · R-MI | House | Sold | $15,001 - $50,000 |
| 2021-02-11 | Ro Khanna · D-CA | House | Bought | $1,001 - $15,000 |
| 2021-02-11 | Ro Khanna · D-CA | House | Bought | $15,001 - $50,000 |
| 2021-02-09 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
| 2021-01-20 | Kurt Schrader · D-OR | House | Bought | $1,001 - $15,000 |
Not a model pick — but on our radar.
SCHWAB CHARLES CORP isn't in the top-10 model right now, but 14 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
14
Investors
1
New positions
9
Increasing
3
Decreasing
1
Unchanged
Price History
Loading price data...
A member of Congress bought
A member sold
Return:
High:
Low:
Markers sit on the transaction date the member disclosed, snapped to the nearest close on the chart. They are not the date the public found out — that came later, and the gap is its own page. Every marker is listed by name in the table above.
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.0×
% of portfolio
0.2%
Position change
NEW
0.2% of Renaissance Technologies's portfolio
Trust weight: 1.2×
% of portfolio
3.7%
Position change
+3%
3.7% of Dodge & Cox's portfolio
Trust weight: 1.3×
% of portfolio
0.7%
Position change
+5%
0.7% of D1 Capital Partners's portfolio
Trust weight: 1.0×
% of portfolio
0.3%
Position change
+121%
0.3% of D.E. Shaw & Co's portfolio
Trust weight: 1.2×
% of portfolio
0.2%
Position change
+97%
0.2% of Tudor Investment's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
+34%
0.2% of Citadel Advisors's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
+101%
0.1% of AQR Capital Management's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
+91%
0.1% of Millennium Management's portfolio
Trust weight: 1.1×
% of portfolio
0.1%
Position change
+107%
0.1% of Point72's portfolio
Trust weight: 1.3×
% of portfolio
0.0%
Position change
+27%
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.5×
% of portfolio
2.8%
Position change
−28%
2.8% of Viking Global Investors's portfolio
Trust weight: 1.4×
% of portfolio
1.0%
Position change
—
1.0% of Markel Group's portfolio
Trust weight: 1.1×
% of portfolio
0.1%
Position change
−7%
0.1% of Davis Selected Advisers's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
−4%
0.0% of Gotham Asset Mgmt's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to SCHWAB CHARLES CORP
Insider Trading (Form 4)
Recent trades by company officers and directors — filed within 2 days of each trade
Bearish
Sentiment
0
Buys
37
Sells
| Date | Insider | Title | Action | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-09-01 | Hathi Neesha | Insider | SELL | 3,177 | $109.04 | $346,428 |
| 2026-08-28 | Hathi Neesha | Insider | SELL | 3,177 | $108.12 | $343,498 |
| 2026-08-28 | Bettinger Walter W | Insider | SELL | 74,388 | $110.91 | $8,250,648 |
| 2026-08-26 | Schwab-Pomerantz Carolyn | Insider | SELL | 9,175 | $109.25 | $1,002,397 |
| 2026-08-24 | Schwab Charles R. | Insider | SELL | 117,000 | $113.20 | $13,244,412 |
| 2026-08-24 | Bettinger Walter W | Insider | SELL | 176,210 | $113.49 | $19,997,368 |
| 2026-08-17 | Beatty Jonathan S | Insider | SELL | 1,000 | $111.33 | $111,330 |
| 2026-08-14 | Craig Jonathan M. | Insider | SELL | 21,866 | $111.03 | $2,427,688 |
| 2026-08-13 | Howard Dennis | Insider | SELL | 2,198 | $110.00 | $241,780 |
| 2026-08-12 | Schwab Charles R. | Insider | SELL | 46,410 | $108.18 | $5,020,448 |
| 2026-08-11 | Schwab Charles R. | Insider | SELL | 46,445 | $107.78 | $5,005,717 |
| 2026-08-10 | Murtagh Nigel J | Insider | SELL | 24,778 | $109.01 | $2,701,015 |
| 2026-08-07 | SNEED PAULA A | Insider | SELL | 5,263 | $107.15 | $563,954 |
| 2026-08-06 | Murtagh Nigel J | Insider | SELL | 1,897 | $109.00 | $206,776 |
| 2026-08-05 | Schwab-Pomerantz Carolyn | Insider | SELL | 18,561 | $107.70 | $1,999,016 |
| 2026-08-05 | Craig Jonathan M. | Insider | SELL | 21,750 | $107.02 | $2,327,752 |
| 2026-08-04 | Schwab-Pomerantz Carolyn | Insider | SELL | 22,640 | $106.36 | $2,408,036 |
| 2026-08-04 | Schwab Charles R. | Insider | SELL | 47,650 | $106.08 | $5,054,569 |
| 2026-08-03 | Schwab Charles R. | Insider | SELL | 95,250 | $105.52 | $10,050,418 |
| 2026-07-29 | Schwab Charles R. | Insider | SELL | 95,450 | $105.82 | $10,100,061 |
Showing the 20 most recent of 37 buys & sells.
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell SCHWAB CHARLES CORP or any security.
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