SCHW

SCHWAB (CHARLES) CORP

Data as of 2026 Q2 (06-30) · 13F snapshot

Summary

SCHWAB (CHARLES) CORP (SCHW) is held as common stock by 9 tracked hedge-fund managers, with a combined reported value of ~$8.79B; the largest are Dodge & Cox, Andreas Halvorsen, Ken Griffin. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 1 new, 6 added, 2 trimmed. 20 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.

Attention · HighThis quarter · Heating up

Common-stock holders94 also report options

Congress trades20

Price$98.30vs quarter-end+6.54%

Sectors1

This quarter's moves

New1

Added6

Trimmed / sold2

Top holderDodge & Cox

Common-stock positions

PUT and CALL disclosures are excluded from these holder counts and values.

Andreas HalvorsenTrim

Value $981.65M2.8% of portfolio10,638,8692026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Andreas Halvorsen	2026 Q2	$981.65M	10,638,869	2.8%	Trim

PUT / CALL disclosures

Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.

Izzy EnglanderPUT—

Value $250.65M— of portfolio2,716,5002026 Q2

Ken GriffinCALL—

Value $173.71M— of portfolio1,882,6002026 Q2

Ken GriffinPUT—

Value $116.88M— of portfolio1,266,7002026 Q2

Izzy EnglanderCALL—

Value $39.39M— of portfolio426,9002026 Q2

Steven CohenCALL—

Value $15.07M— of portfolio163,3002026 Q2

Steven CohenPUT—

Value $9.48M— of portfolio102,7002026 Q2

Paul Tudor JonesCALL—

Value $5.70M— of portfolio61,8002026 Q2

Paul Tudor JonesPUT—

Value $1.44M— of portfolio15,6002026 Q2

Investor	Period	Value	Shares	% of portfolio	Action
Izzy EnglanderPUT	2026 Q2	$250.65M	2,716,500	—	—
Ken GriffinCALL	2026 Q2	$173.71M	1,882,600	—	—
Ken GriffinPUT	2026 Q2	$116.88M	1,266,700	—	—
Izzy EnglanderCALL	2026 Q2	$39.39M	426,900	—	—
Steven CohenCALL	2026 Q2	$15.07M	163,300	—	—
Steven CohenPUT	2026 Q2	$9.48M	102,700	—	—
Paul Tudor JonesCALL	2026 Q2	$5.70M	61,800	—	—
Paul Tudor JonesPUT	2026 Q2	$1.44M	15,600	—	—

Insider Trading

Officers · directors · Form 4

Open-market purchases and sales (P/S)12

Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
Sell$346.4K
3,177 @ $109.04Traded 2026-09-01Filed 2026-09-02
Walter W Bettinger
Co-Chairman
Sell$8.25M
74,388 @ $110.91Traded 2026-08-28Filed 2026-08-31
Neesha Hathi
MD, Head Wealth Adv, Bnk, Tst
Sell$343.5K
3,177 @ $108.12Traded 2026-08-28Filed 2026-08-31
Carolyn Schwab-Pomerantz
Director
Sell$1.00M
9,175 @ $109.25Traded 2026-08-26Filed 2026-08-27
Walter W Bettinger
Co-Chairman
Sell$20.00M
176,210 @ $113.49Traded 2026-08-24Filed 2026-08-26
Schwab Charles R.
Co-Chairman
Sell$13.24M
117,000 @ $113.20Traded 2026-08-24Filed 2026-08-26
Jonathan S Beatty
MD, Head of Advisor Services
Sell$111.3K
1,000 @ $111.33Traded 2026-08-17Filed 2026-08-18
Jonathan M. Craig
MD, Head of Retail Investing
Sell$2.43M
21,866 @ $111.03Traded 2026-08-14Filed 2026-08-17
Dennis Howard
MD, Chief Tech, OPS & Data Off
Sell$241.8K
2,198 @ $110.00Traded 2026-08-13Filed 2026-08-17
Schwab Charles R.
Co-Chairman
Sell$5.02M
46,410 @ $108.18Traded 2026-08-12Filed 2026-08-13
Schwab Charles R.
Co-Chairman
Sell$5.01M
46,445 @ $107.78Traded 2026-08-11Filed 2026-08-11
Paula A Sneed
Director
Sell$564.0K
5,263 @ $107.15Traded 2026-08-07Filed 2026-08-10

Insider transactions are public SEC Form 4 disclosures (company officers, directors, 10% owners), for research only — not investment advice.

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.