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$SCHW:NYSE · SCHWAB CHARLES CORP

Sector: financefintech

Conviction from: S&P

52-week range: 83.96114.53

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, 5 added, 2 trimmed in 30-JUN-2026

Aggregate 13FScore 64 — mean of 7 scored holder(s) · buyers (new/add) avg 66. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
François Rochon / Giverny67Added +9%1,681,567$155,158,1875.2%
Bill Nygren / Oakmark (Harris Associates)70Added +11%24,201,471$2,233,069,6983.0%
Paul Tudor Jones / Tudor63Added +68%588,657$54,315,3810.1%
Steve Cohen / Point7276Added +39%764,176$70,510,5200.1%
Bridgewater56Added +27%28,728$2,650,7330.0%
Ruane Cunniff / Sequoia Fund75Trimmed -3%4,571,355$421,798,9266.6%
Ancora40Trimmed -1%25,476$2,350,6790.0%

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 →

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

Trade dateWhoTypeAmount
2026-09-22Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-08-22Trump, Donald J PresidentBUY$100,001 - $250,000PTR
2026-08-22Trump, Donald J PresidentSELL$250,001 - $500,000PTR
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

Citrini Research coverage report library →

ReportDateStance
#132 — Agentic Reality: The Ramifications of Agentic Consumer Adoption2026-09-22SHORT

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 2026-09-24.