Charles Schwab

SCHW13F as of Jun 30, 2026 · next update ~Nov 14

#16most bought by top funds in Q2 2026 →

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

Insider trades (Form 4)

Last 2 years · 129 filings

Net buying$583.35M

Date	Insider	Type	Shares	Price	Value
Oct 1, 2026	Neesha Hathi Managing Director	Sold	5,000	$97.80	$489K
Sep 1, 2026	Neesha Hathi Managing Director	Sold	3,177	$109.04	$346K
Aug 28, 2026	Walter W Bettinger Chair	Sold	74,388	$110.91	$8.25M
Aug 28, 2026	Neesha Hathi Managing Director	Sold	3,177	$108.12	$343K
Aug 26, 2026	Carolyn Schwab-pomerantz Director	Sold	9,175	$109.25	$1.00M
Aug 24, 2026	Charles R. Schwab Chair	Sold	117,000	$113.20	$13.24M
Aug 24, 2026	Walter W Bettinger Chair	Sold	176,210	$113.49	$20.00M
Aug 17, 2026	Jonathan S Beatty Managing Director & Advisor	Sold	1,000	$111.33	$111K
Aug 14, 2026	Jonathan M. Craig Managing Director	Sold	21,866	$111.03	$2.43M
Aug 13, 2026	Dennis Howard Managing Director	Sold	2,198	$110.00	$242K
Aug 12, 2026	Charles R. Schwab Chair	Sold	46,410	$108.18	$5.02M
Aug 11, 2026	Charles R. Schwab Chair	Sold	46,445	$107.78	$5.01M
Aug 6, 2026	Nigel J Murtagh	Sold	26,675	$109.01	$2.91M
Aug 7, 2026	Paula A Sneed Director	Sold	5,263	$107.16	$564K
Aug 5, 2026	Carolyn Schwab-pomerantz Director	Sold	18,561	$107.70	$2.00M
Aug 5, 2026	Jonathan M. Craig Managing Director	Sold	21,750	$107.02	$2.33M
Aug 4, 2026	Carolyn Schwab-pomerantz Director	Sold	22,640	$106.36	$2.41M
Aug 3, 2026	Charles R. Schwab Chair	Sold	142,900	$105.70	$15.10M
Jul 28, 2026	Charles R. Schwab Chair	Sold	143,450	$105.74	$15.17M
Jul 28, 2026	Carolyn Schwab-pomerantz Director	Sold	22,650	$105.71	$2.39M
Jul 28, 2026	Dennis Howard Managing Director	Sold	28,000	$105.01	$2.94M
Jul 27, 2026	Walter W Bettinger Chair	Sold	285,896	$104.14	$29.77M
Jul 27, 2026	Nigel J Murtagh	Sold	32,947	$104.01	$3.43M
Jul 24, 2026	Charles R. Schwab Chair	Sold	45,500	$101.72	$4.63M
Jul 23, 2026	Peter J. Morgan III	Sold	6,952	$102.03	$709K
Jul 21, 2026	Nigel J Murtagh	Sold	4,053	$104.14	$422K
Jul 21, 2026	Jonathan S Beatty Managing Director & Advisor	Sold	2,000	$104.21	$208K
Jul 7, 2026	Jonathan M. Craig Managing Director	Sold	21,750	$102.01	$2.22M
Jul 7, 2026	Jonathan S Beatty Managing Director & Advisor	Sold	2,000	$102.01	$204K
Jul 2, 2026	Jonathan S Beatty Managing Director & Advisor	Sold	4,000	$98.52	$394K
May 28, 2026	Richard A Wurster President & CEO	Bought	21,959	$84.23	$1.85M
May 19, 2026	Charles R. Schwab Chair	Sold	27,500	$92.22	$2.54M
May 18, 2026	Charles R. Schwab Chair	Sold	27,500	$92.40	$2.54M
May 13, 2026	Arun Sarin Director	Sold	2,500	$91.16	$228K
May 5, 2026	Carolyn Schwab-pomerantz Director	Sold	9,910	$92.29	$915K
May 4, 2026	Charles R. Schwab Chair	Sold	218,600	$91.76	$20.06M
Apr 29, 2026	Charles R. Schwab Chair	Sold	168,743	$91.33	$15.41M
Apr 28, 2026	Frank C Herringer Director	Sold	2,520	$90.60	$228K
Apr 23, 2026	Charles R. Schwab Chair	Sold	72,900	$90.25	$6.58M
Apr 14, 2026	Paul V Woolway Managing Director	Sold	15,883	$99.00	$1.57M
Apr 14, 2026	Jonathan M. Craig Managing Director	Sold	21,750	$99.00	$2.15M
Apr 14, 2026	Nigel J Murtagh	Sold	41,297	$99.00	$4.09M
Mar 3, 2026	Nigel J Murtagh	Sold	7,203	$94.61	$681K
Mar 3, 2026	Jonathan M. Craig Managing Director	Sold	14,481	$94.60	$1.37M
Mar 3, 2026	Dennis Howard Managing Director	Sold	10,108	$94.60	$956K
Mar 2, 2026	Paul V Woolway Managing Director	Sold	22,010	$94.97	$2.09M
Feb 27, 2026	Jonathan S Beatty Managing Director & Advisor	Sold	2,030	$95.30	$193K
Feb 26, 2026	Stephen A Ellis Director	Sold	10,725	$96.57	$1.04M
Feb 25, 2026	Dennis Howard Managing Director	Sold	27,903	$95.02	$2.65M
Feb 9, 2026	Charles R. Schwab Chair	Sold	158,613	$106.35	$16.87M
Feb 6, 2026	Walter W Bettinger Chair	Sold	67,514	$104.25	$7.04M
Feb 6, 2026	Christopher V Dodds Director	Sold	11,825	$104.55	$1.24M
Feb 3, 2026	Charles R. Schwab Chair	Sold	164,600	$103.77	$17.08M
Feb 3, 2026	Walter W Bettinger Chair	Sold	257,410	$104.03	$26.78M
Feb 2, 2026	Peter J. Morgan III	Sold	7,595	$104.38	$793K
Jan 29, 2026	Charles R. Schwab Chair	Sold	145,650	$103.17	$15.03M
Jan 26, 2026	Charles R. Schwab Chair	Sold	206,332	$103.13	$21.28M
Jan 22, 2026	Carolyn Schwab-pomerantz Director	Sold	42,865	$105.19	$4.51M
Jan 22, 2026	Jonathan S Beatty Managing Director & Advisor	Sold	2,000	$105.00	$210K
Dec 23, 2025	Jonathan S Beatty Managing Director & Advisor	Sold	2,000	$102.01	$204K
Nov 12, 2025	Jonathan S Beatty Managing Director & Advisor	Sold	3,072	$98.00	$301K
Nov 7, 2025	Jonathan M. Craig Managing Director	Sold	35,188	$95.35	$3.36M
Oct 28, 2025	Charles R. Schwab Chair	Sold	109,150	$94.22	$10.28M
Oct 2, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$92.55	$2.22M
Oct 1, 2025	Paul V Woolway Managing Director	Sold	3,205	$93.33	$299K
Sep 4, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$96.64	$2.32M
Sep 2, 2025	Paul V Woolway Managing Director	Sold	3,205	$95.20	$305K
Aug 27, 2025	Jonathan S Beatty Managing Director & Advisor	Sold	9,440	$96.94	$915K
Aug 27, 2025	Peter J. Morgan III	Sold	50,016	$97.00	$4.85M
Aug 26, 2025	Charles R. Schwab Chair	Sold	273,000	$96.86	$26.44M
Aug 25, 2025	Carolyn Schwab-pomerantz Director	Sold	13,542	$96.06	$1.30M
Aug 7, 2025	Charles R. Schwab Chair	Sold	155,874	$96.68	$15.07M
Aug 7, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$96.69	$2.32M
Aug 1, 2025	Paul V Woolway Managing Director	Sold	3,290	$96.06	$316K
Jul 29, 2025	Walter W Bettinger Chair	Sold	173,876	$98.84	$17.19M
Jul 29, 2025	Richard A Wurster President & CEO	Sold	20,500	$99.16	$2.03M
Jul 29, 2025	Nigel J Murtagh	Sold	24,096	$97.91	$2.36M
Jul 3, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$91.59	$2.20M
Jul 1, 2025	Paul V Woolway Managing Director	Sold	3,290	$90.95	$299K
Jun 18, 2025	Nigel J Murtagh	Sold	20,872	$90.01	$1.88M
Jun 18, 2025	Paul V Woolway Managing Director	Sold	10,129	$90.01	$912K
Jun 5, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$87.25	$2.09M
Jun 2, 2025	Paul V Woolway Managing Director	Sold	3,290	$87.68	$288K
May 30, 2025	Jonathan S Beatty Managing Director & Advisor	Sold	2,850	$87.57	$250K
May 28, 2025	Nigel J Murtagh	Sold	25,000	$88.20	$2.21M
May 27, 2025	Paula A Sneed Director	Sold	8,647	$88.06	$761K
May 22, 2025	Charles R. Schwab Chair	Sold	34,585	$87.50	$3.03M
May 22, 2025	Peter J. Morgan III	Sold	10,176	$87.39	$889K
May 21, 2025	Jonathan M. Craig Managing Director	Sold	47,500	$88.46	$4.20M
May 21, 2025	Charles A. Ruffel Director	Sold	5,556	$87.65	$487K
May 19, 2025	Walter W Bettinger Chair	Sold	191,523	$89.00	$17.05M
May 16, 2025	Carolyn Schwab-pomerantz Director	Sold	18,010	$88.74	$1.60M
May 12, 2025	Charles R. Schwab Chair	Sold	120,000	$85.39	$10.25M
May 9, 2025	Richard A Wurster President & CEO	Sold	15,345	$84.08	$1.29M
May 8, 2025	Paul V Woolway Managing Director	Sold	8,613	$85.00	$732K
May 8, 2025	Jonathan S Beatty Managing Director & Advisor	Sold	3,658	$85.00	$311K
May 8, 2025	Nigel J Murtagh	Sold	25,000	$85.00	$2.13M
May 1, 2025	Paul V Woolway Managing Director	Sold	11,994	$81.76	$981K
May 1, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$81.14	$1.95M
May 1, 2025	Jonathan M. Craig Managing Director	Sold	9,559	$82.00	$784K
Apr 28, 2025	Charles R. Schwab Chair	Sold	37,585	$79.55	$2.99M
Apr 22, 2025	Carolyn Schwab-pomerantz Director	Sold	6,897	$76.77	$529K
Apr 21, 2025	Frank C Herringer Director	Sold	3,592	$74.26	$267K
Apr 3, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$74.94	$1.80M
Apr 1, 2025	Paul V Woolway Managing Director	Sold	3,380	$77.43	$262K
Mar 24, 2025	Paul V Woolway Managing Director	Sold	8,614	$80.00	$689K
Mar 6, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$75.59	$1.81M
Mar 6, 2025	Jonathan M. Craig Managing Director	Sold	23,258	$75.59	$1.76M
Mar 5, 2025	Paul V Woolway Managing Director	Sold	9,887	$75.38	$745K
Mar 5, 2025	Nigel J Murtagh	Sold	15,229	$75.38	$1.15M
Mar 3, 2025	Jonathan M. Craig Managing Director	Sold	28,668	$79.32	$2.27M
Mar 3, 2025	Paul V Woolway Managing Director	Sold	3,380	$79.32	$268K
Feb 27, 2025	Charles R. Schwab Chair	Sold	55,598	$79.14	$4.40M
Feb 21, 2025	Charles R. Schwab Chair	Sold	124,000	$81.90	$10.16M
Feb 18, 2025	Charles R. Schwab Chair	Sold	129,865	$81.94	$10.64M
Feb 12, 2025	Charles R. Schwab Chair	Sold	305,506	$81.74	$24.97M
Feb 12, 2025	Walter W Bettinger Chair	Sold	464,629	$81.91	$38.06M
Feb 6, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$82.70	$1.98M
Jan 23, 2025	Arun Sarin Director	Sold	8,548	$81.82	$699K
Jan 22, 2025	Peter J. Morgan III	Sold	14,643	$80.70	$1.18M
Jan 2, 2025	Carolyn Schwab-pomerantz Director	Sold	24,000	$74.14	$1.78M
Dec 16, 2024	Carolyn Schwab-pomerantz Director	Sold	9,000	$79.28	$714K
Nov 25, 2024	Jonathan S Beatty Managing Director & Advisor	Sold	2,300	$82.01	$189K
Nov 22, 2024	Nigel J Murtagh	Sold	12,739	$81.17	$1.03M
Nov 18, 2024	Christopher V Dodds Director	Sold	9,284	$81.43	$756K
Nov 15, 2024	Carolyn Schwab-pomerantz Director	Sold	9,000	$80.03	$720K
Nov 14, 2024	Jonathan S Beatty Managing Director & Advisor	Sold	2,700	$81.68	$221K
Nov 13, 2024	Charles A. Ruffel Director	Sold	2,998	$78.65	$236K
Nov 11, 2024	Jonathan S Beatty Managing Director & Advisor	Sold	2,500	$77.02	$193K