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$SCHW:NYSE · SCHWAB CHARLES CORP

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.

7 tracked filer(s) hold this · 0 opened, 0 added, 5 trimmed in 31-MAR-2026

Aggregate 13FScore 66 — mean of 7 scored holder(s). Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Darsana Capital Partners LP (auto-surfaced)55Holds (flat)2,250,000$211,455,0004.5%
Newlands Management Operations LLC (auto-surfaced)86Holds (flat)3,196,166$300,375,6811.9%
Ruane Cunniff / Sequoia Fund76Trimmed -16%4,714,780$443,095,0247.4%
François Rochon / Giverny68Trimmed -3%1,536,206$144,372,6405.3%
Bill Nygren / Oakmark (Harris Associates)68Trimmed -1%21,812,476$2,049,936,4642.7%
Louis Bacon / Moore56Trimmed -75%123,360$11,593,3730.2%
Bridgewater55Trimmed -93%22,594$2,123,3840.0%

Beyond 13F — activists, insiders, politicians & research

Insider open-market buys daily digest →

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

Congressional trades all politician trades →

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

Trade dateWhoTypeAmount
2026-03-30Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR

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.