SCHW · Financials
Schwab Charles Corp
40/100
Smart-money confidence1 of 3 sources positive
Weak — few signals
company insiders are selling
Hedge funds
70
Congress
No data
Insiders
0
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$190.3B
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 · 12
Tudor Investment (Paul Tudor Jones)
New position
Viking Global Investors
Increased +6%
Davis Selected Advisers
Increased +3%
D1 Capital Partners (Sundheim)
Decreased −25%
Markel Group (Tom Gayner)
Unchanged
D.E. Shaw & Co
Decreased −67%
+6 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
Company insiders
Selling
Recent buys1
Recent sells42
Congressional trades · 29 on record
Disclosures from 2014-04-21 to 2021-09-01
The newest disclosure we hold for this stock is 2021-09-01.
That is the end of our data, not necessarily the end of the trading — our
bulk STOCK Act archive stops there and newer filings arrive through a
separate live feed. Treat the absence of recent rows as “not covered”,
not as “no trades”.
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 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 |
| 2020-11-25 | Kurt Schrader · D-OR | House | Bought | $1,001 - $15,000 |
| 2020-11-16 | Josh Gottheimer · D-NJ | House | Bought | $1,001 - $15,000 |
Show the other 19
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2020-10-16 | Robert J. Wittman · R-VA | House | Bought | $1,001 - $15,000 |
| 2020-09-28 | Susie Lee · D-NV | House | Sold | $1,001 - $15,000 |
| 2020-09-23 | Dean Phillips · D-MN | House | Bought | $1,001 - $15,000 |
| 2020-08-07 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2020-06-25 | Josh Gottheimer · D-NJ | House | Sold | $1,001 - $15,000 |
| 2020-04-24 | Dean Phillips · D-MN | House | Sold | $1,001 - $15,000 |
| 2020-04-09 | Susie Lee · D-NV | House | Bought | $1,001 - $15,000 |
| 2020-04-09 | Peter Welch · D-VT | House | Sold | $1,001 - $15,000 |
| 2020-04-08 | Susie Lee · D-NV | House | Bought | $1,001 - $15,000 |
| 2020-04-02 | Dean Phillips · D-MN | House | Bought | $1,001 - $15,000 |
| 2020-03-10 | Earl Blumenauer · D-OR | House | Bought | $1,001 - $15,000 |
| 2020-02-24 | Dean Phillips · D-MN | House | Bought | $1,001 - $15,000 |
| 2020-02-10 | Dean Phillips · D-MN | House | Sold | $1,001 - $15,000 |
| 2020-01-17 | Dean Phillips · D-MN | House | Sold | $1,001 - $15,000 |
| 2020-01-10 | Robert J. Wittman · R-VA | House | Bought | $1,001 - $15,000 |
| 2020-01-09 | Dean Phillips · D-MN | House | Bought | $1,001 - $15,000 |
| 2020-01-08 | Dean Phillips · D-MN | House | Sold | $1,001 - $15,000 |
| 2020-01-08 | Dean Phillips · D-MN | House | Bought | $1,001 - $15,000 |
| 2014-04-21 | Susan M. Collins · R-ME | Senate | 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 12 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
12
Investors
1
New positions
2
Increasing
8
Decreasing
1
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
% of portfolio
0.1%
Position change
NEW
0.1% of Tudor Investment's portfolio
Trust weight: 1.5×
% of portfolio
3.9%
Position change
+6%
3.9% of Viking Global Investors's portfolio
Trust weight: 1.1×
% of portfolio
0.1%
Position change
+3%
0.1% of Davis Selected Advisers's portfolio
Trust weight: 1.3×
% of portfolio
2.0%
Position change
−25%
2.0% of D1 Capital Partners's portfolio
Trust weight: 1.4×
% of portfolio
1.0%
Position change
—
1.0% of Markel Group's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
−67%
0.2% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
−46%
0.2% of Citadel Advisors's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−14%
0.1% of AQR Capital Management's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
−82%
0.1% of Millennium Management's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
−91%
0.0% of Point72's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
−3%
0.0% of Gotham Asset Mgmt's portfolio
Trust weight: 1.3×
% of portfolio
0.0%
Position change
−93%
0.0% of Bridgewater Associates's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to SCHWAB CHARLES CORP
No insider trades found in the last 90 days
⚠ 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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