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$SCHW · SCHWAB CHARLES CP NEW COM

Sector: financefintech

Conviction from: S&P

The Charles Schwab Corporation provides brokerage, banking, wealth management, and asset management services to individual investors and financial advisors.

2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 60 — mean of 2 scored holder(s) · buyers (new/add) avg 42. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Ancora42Added +3%25,848$2,429,1910.1%
PROVIDENT TRUST CO (auto-surfaced)78Trimmed -15%3,702,825$347,991,4937.3%

Beyond 13F — activists, insiders, politicians & research

Insider open-market buys daily digest →

FiledInsiderRoleSharesValue
2026-05-28Wurster Richard Adirector+officer21,959$1,849,512Form 4

Trump & executive branch trades all Trump/exec trades →

14 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentSELL$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-03-04Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-03-04Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-03-04Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-03-04Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-03-04Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-03-04Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-03-04Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-03-04Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-03-04Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-03-04Trump, Donald J PresidentBUY$100,001 - $250,000PTR

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.