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SCHW
Not investment advice · 13F data lagged ~45 days · Full disclaimer
SC

Charles Schwab

SCHW13F as of Jun 30, 2026 · next update ~Nov 14
Who's buying SCHW

Top funds were split on Charles Schwab in Q2 (Apr⁠–⁠Jun)

Buying:
Funds6InsidersCongress
  • Top funds
    6 of 11 bought more, 4 sold some. Largest: Dodge & Cox, $7.1B (4% of its portfolio).
  • Insiders
    1 insider bought, 62 sales in 12 months.
  • Congress
    1 member bought (1 trade), 3 sales in 12 months.
11 funds$11.5B held2.5% avg. weightQ2: 6 bought / 4 sold
13F reports are a snapshot as of Jun 30, 2026; funds may have traded since. Insiders often sell for personal reasons (taxes, diversification, planned sales).
Share price · market data, not from 13F reports
Q2 2026