Public record / Tickers / SCHW

SCHW — SCHWAB CHARLES CORP

Both disclosure regimes on one name: who in Congress filed about SCHW, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
91
all PTR rows naming SCHW
Members · 12m
5
4 buys · 5 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Bradley Scott Schneider · $100K–$250K

Sale · traded 2017-02-08 → filed 2017-02-20. Ranked over every SCHW row by the provable lower bound, never a point estimate.

5 members · 4 buys / 5 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

22 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 22 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SCHW · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SCHW
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-30 LATE·113d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 03-27 +11d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 01-09 +35d$1K–$15K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 91 ↗

Members active in SCHW

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SCHW in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$29.0K to $13.0K2
Alan Armstrong R–OK2$2.0K to $30.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Dan Newhouse R–WA-41$1.0K to $15.0K3
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SCHW

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $2K–$30K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · Charles Schwab Corp/The - US

Merged timeline of congressional filings and notable-manager moves on SCHW
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Fadd+792,049 sh
2026-05-15Tudor Investment Corp 13Fnew+260,000 sh
2026-05-15Ruane Cunniff & Goldfarb 13Ftrim−880,168 sh
2026-05-15D1 Capital Partners 13Ftrim−797,400 sh
2026-05-15Moore Capital Management 13Ftrim−379,200 sh
2026-05-15Gotham Asset Management 13Ftrim−1,418 sh
2026-05-15Bridgewater Associates 13Ftrim−307,453 sh
2026-05-14Caxton Associates 13Fexit−23,108 sh
2026-05-01Markel Group 13Fadd+8,000 sh

11 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of SCHW for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$12.5B1
2VANGUARD CAPITAL MANAGEMENT LLC$10.2B1
3DODGE & COX$7.0B1
4JPMORGAN CHASE & CO$6.9B1
5STATE STREET CORP$6.8B1
6GEODE CAPITAL MANAGEMENT, LLC$3.6B1
7FMR LLC$3.4B1
8FRANKLIN RESOURCES INC$3.0B1
9VANGUARD PORTFOLIO MANAGEMENT LLC$2.5B1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.3B1
11PRIMECAP MANAGEMENT CO/CA/$2.2B1
12MORGAN STANLEY$2.1B1
13HARRIS ASSOCIATES L P$2.0B1
14Artisan Partners Limited Partnership$1.6B1
15Invesco Ltd.$1.6B1
16NORTHERN TRUST CORP$1.5B1
17Bank of New York Mellon Corp$1.5B1
18BANK OF AMERICA CORP /DE/$1.5B1
19VIKING GLOBAL INVESTORS LP$1.4B1
20ALLIANCEBERNSTEIN L.P.$1.3B1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.1B1
22Legal & General Group Plc$947M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$901M1
24VANGUARD FIDUCIARY TRUST CO$885M1
25BROWN ADVISORY INC$859M1
26AMERIPRISE FINANCIAL INC$824M1
27Baird Financial Group, Inc.$794M1
28BAMCO INC /NY/$701M1
29Nuveen, LLC$565M1
30UBS Group AG$543M1
31DIMENSIONAL FUND ADVISORS LP$540M1
32ENVESTNET ASSET MANAGEMENT INC$528M1
33Amundi$525M1
34Boston Partners$516M1
35TWO SIGMA INVESTMENTS, LP$504M1
36DEUTSCHE BANK AG\$499M1
37ROYAL BANK OF CANADA$457M1
38Ruane, Cunniff & Goldfarb L.P.$443M1
39National Pension Service$421M1
40BARCLAYS PLC$390M1
41FARALLON CAPITAL MANAGEMENT, L.L.C.$372M1
42Mitsubishi UFJ Asset Management Co., Ltd.$358M1
43Vanguard Global Advisers, LLC$344M1
44CANADA PENSION PLAN INVESTMENT BOARD$340M1
45NORDEA INVESTMENT MANAGEMENT AB$340M1
46WELLS FARGO & COMPANY/MN$336M1
47LONDON CO OF VIRGINIA$335M1
48Sumitomo Mitsui Trust Group, Inc.$334M1
49RPTC Inc.$331M1
50Capital International Investors$327M1
51HSBC HOLDINGS PLC$322M1
52FIRST TRUST ADVISORS LP$317M1
53Newlands Management Operations LLC$300M1
54CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$284M1
55ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$277M1
56VOYA INVESTMENT MANAGEMENT LLC$274M1
57VANGUARD ASSET MANAGEMENT, Ltd$274M1
58LAZARD ASSET MANAGEMENT LLC$269M1
59PRINCIPAL FINANCIAL GROUP INC$268M1
60HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$262M1
61BANK OF MONTREAL /CAN/$260M1
62GENERATION INVESTMENT MANAGEMENT LLP$258M1
63Neuberger Berman Group LLC$257M1
64RAYMOND JAMES FINANCIAL INC$257M1
65D. E. Shaw & Co., Inc.$246M1
66AMERICAN CENTURY COMPANIES INC$243M1
67CITADEL ADVISORS LLC$239M1
68PRUDENTIAL FINANCIAL INC$238M1
69Ensign Peak Advisors, Inc$226M1
70D1 Capital Partners L.P.$222M1
71US BANCORP \DE\$215M1
72Focus Partners Wealth$212M1
73Darsana Capital Partners LP$211M1
74Allianz Asset Management GmbH$202M1
75Mariner, LLC$199M1
76Janus Henderson Group Ltd.$195M1
77Connor, Clark & Lunn Investment Management Ltd.$194M1
78Assenagon Asset Management S.A.$193M1
79Qube Research & Technologies Ltd$192M1
80BNP Paribas Asset Management Holding S.A.$192M1
81CIBC Bancorp USA Inc.$192M1
82AQR CAPITAL MANAGEMENT LLC$188M1
83CITIGROUP INC$181M1
84SEI INVESTMENTS CO$181M1
85Bank Julius Baer & Co. Ltd, Zurich$180M1
86LPL Financial LLC$169M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$168M1
88Route One Investment Company, L.P.$158M1
89ADAGE CAPITAL PARTNERS GP, L.L.C.$157M1
90Avantyr Capital Partners, LP$153M1
91Giverny Capital Inc.$144M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$140M1
93AVIVA PLC$139M1
94JANE STREET GROUP, LLC$138M1
95Aberdeen Group plc$136M1
96CAPITOLIS LIQUID GLOBAL MARKETS LLC$135M1
97Cerity Partners LLC$133M1
98MARKEL GROUP INC.$130M1
99VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$129M1
100FEDERATED HERMES, INC.$127M1
101ROYAL LONDON ASSET MANAGEMENT LTD$125M1
102TRUIST FINANCIAL CORP$124M1
103PARK PRESIDIO CAPITAL LLC$121M1
104PARNASSUS INVESTMENTS, LLC$121M1
105ATALANTA SOSNOFF CAPITAL, LLC$119M1
106Universal- Beteiligungs- und Servicegesellschaft mbH$119M1
107Findlay Park Partners LLP$117M1
108Korea Investment CORP$114M1
109SCHRODER INVESTMENT MANAGEMENT GROUP$114M1
110North Peak Capital Management, LLC$113M1
111BRISTOL JOHN W & CO INC /NY/$110M1
112STIFEL FINANCIAL CORP$107M1
113Retirement Systems of Alabama$106M1
114VICTORY CAPITAL MANAGEMENT INC$106M1
115NATIONAL BANK OF CANADA /FI/$106M1
116PFA Pension, Forsikringsaktieselskab$105M1
117ASSETMARK, INC$105M1
118BARROW HANLEY MEWHINNEY & STRAUSS LLC$101M1
119AustralianSuper Pty Ltd$96.2M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$94.6M1
121STOREBRAND ASSET MANAGEMENT AS$93.7M1
122Quantinno Capital Management LP$93.2M1
123CRAWFORD INVESTMENT COUNSEL INC$92.7M1
124Robeco Institutional Asset Management B.V.$90.6M1
125Pictet Asset Management Holding SA$89.9M1
126Woodline Partners LP$88.7M1
127JUPITER ASSET MANAGEMENT LTD$88.3M1
128STATE OF WISCONSIN INVESTMENT BOARD$87.4M1
129CIBC WORLD MARKET INC.$85.5M1
130APG Asset Management N.V.$84.0M1
131BLAIR WILLIAM & CO/IL$83.7M1
132Swiss Life Asset Management Ltd$83.1M1
133Sterling Capital Management LLC$80.3M1
134MACKENZIE FINANCIAL CORP$79.9M1
135Vanguard Investments Australia, Ltd.$79.0M1
136Chevy Chase Trust Holdings, LLC$78.5M1
137Carnegie Investment Counsel$77.3M1
138BALYASNY ASSET MANAGEMENT L.P.$76.4M1
139THORNBURG INVESTMENT MANAGEMENT INC$76.1M1
140Corient Private Wealth LLC$75.3M1
141Swedbank AB$74.8M1
142NFJ INVESTMENT GROUP, LLC$73.5M1
143Brevan Howard Capital Management LP$72.3M1
144Candriam S.C.A.$71.8M1
145Paralel Advisors LLC$70.5M1
146BARR E S & CO$70.1M1
147TD ASSET MANAGEMENT INC$69.8M1
148Alyeska Investment Group, L.P.$69.6M1
149Creative Planning$69.5M1
150FIL Ltd$69.4M1
151Allspring Global Investments Holdings, LLC$68.9M1
152NOMURA ASSET MANAGEMENT CO LTD$68.7M1
153Asset Management One Co., Ltd.$68.6M1
154BECKER CAPITAL MANAGEMENT INC$68.5M1
155NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$68.2M1
156EQUITY INVESTMENT CORP$66.3M1
157SUMMITRY LLC$66.2M1
158HughesLittle Investment Management Ltd.$66.1M1
159CENTRAL SECURITIES CORP$65.8M1
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$64.6M1
161Freestone Grove Partners LP$64.0M1
162TORONTO DOMINION BANK$63.3M1
163PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$62.7M1
164MILLENNIUM MANAGEMENT LLC$61.2M1
165PANAGORA ASSET MANAGEMENT INC$60.2M1
166Man Group plc$59.8M1
167Cetera Investment Advisers$58.3M1
168Heron Bay Capital Management$57.8M1
169Azora Capital LP$55.4M1
170State of New Jersey Common Pension Fund D$54.6M1
171MML INVESTORS SERVICES, LLC$54.0M1
172DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$52.0M1
173CORDA Investment Management, LLC.$52.0M1
174Tredje AP-fonden$52.0M1
175Lansforsakringar Fondforvaltning AB (publ)$51.9M1
176Squarepoint Ops LLC$51.9M1
177Vident Advisory, LLC$51.7M1
178CIBC Asset Management Inc$50.9M1
179Crossmark Global Holdings, Inc.$50.2M1
180Delta Global Management LP$50.1M1
181Resona Asset Management Co.,Ltd.$50.0M1
182Coronation Fund Managers Ltd.$49.9M1
183Mediolanum International Funds Ltd$48.2M1
184Provident Investment Management, Inc.$48.0M1
185ASSOCIATED BANC-CORP$47.7M1
186NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$47.5M1
187CASTLEARK MANAGEMENT LLC$47.4M1
188Lido Advisors, LLC$47.2M1
189TEACHER RETIREMENT SYSTEM OF TEXAS$45.8M1
190Holocene Advisors, LP$45.2M1
191FIFTH THIRD BANCORP$45.1M1
192PUBLIC SECTOR PENSION INVESTMENT BOARD$44.7M1
193BANK OF NOVA SCOTIA$44.3M1
194BASSWOOD CAPITAL MANAGEMENT, L.L.C.$44.1M1
195FIRST MANHATTAN CO. LLC.$43.6M1
196SEB Asset Management AB$43.6M1
197Arizona State Retirement System$43.5M1
198Mount Capital Ltd$43.3M1
199Crown Oak Advisors, LLC$43.2M1
200Czech National Bank$42.8M1
201OSAIC HOLDINGS, INC.$42.6M1
202FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$42.0M1
203Cresset Asset Management, LLC$41.6M1
204Jain Global LLC$41.5M1
205STATE OF MICHIGAN RETIREMENT SYSTEM$41.0M1
206EP Wealth Advisors, LLC$40.8M1
207WELLINGTON MANAGEMENT GROUP LLP$40.8M1
208D.A. DAVIDSON & CO.$40.4M1
209BERKSHIRE ASSET MANAGEMENT LLC/PA$38.2M1
210Rafferty Asset Management, LLC$38.2M1
211ARIEL INVESTMENTS, LLC$37.9M1
212Cercano Management LLC$36.7M1
213NorthCoast Asset Management LLC$36.6M1
214FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$36.6M1
215COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$36.6M1
216Smith Group Asset Management, LLC$36.3M1
217HighTower Advisors, LLC$36.1M1
218NATIXIS$35.7M1
219ALLEN OPERATIONS LLC$35.7M1
220KING LUTHER CAPITAL MANAGEMENT CORP$34.3M1
221XPONANCE LLC$34.0M1
222ProShare Advisors LLC$33.7M1
223ROCKLAND TRUST CO$33.6M1
224PICTON MAHONEY ASSET MANAGEMENT$33.2M1
225North Reef Capital Management LP$32.9M1
226Rockefeller Capital Management L.P.$32.8M1
227Longaeva Partners L.P.$32.8M1
228Zurich Insurance Group Ltd/FI$32.8M1
229RENAISSANCE GROUP LLC$32.4M1
230IFM Investors Pty Ltd$32.3M1
231Sequoia Financial Advisors, LLC$32.2M1
232BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$32.2M1
233Calamos Advisors LLC$31.4M1
234MERCER GLOBAL ADVISORS INC /ADV$31.0M1
235Capital Research Global Investors$31.0M1
236FLPUTNAM INVESTMENT MANAGEMENT CO$30.3M1
237Quinn Opportunity Partners LLC$30.1M1
238INTECH INVESTMENT MANAGEMENT LLC$30.0M1
239Mirae Asset Global Investments Co., Ltd.$30.0M1
240Eurizon Capital SGR S.p.A.$29.9M1
241Daiwa Securities Group Inc.$29.6M1
242Engineers Gate Manager LP$29.4M1
243GATEWAY INVESTMENT ADVISERS LLC$29.3M1
244Varma Mutual Pension Insurance Co$29.2M1
245Hardman Johnston Global Advisors LLC$28.3M1
246MKP Capital Management, L.L.C.$28.2M1
247MACQUARIE GROUP LTD$27.9M1
248O'SHAUGHNESSY ASSET MANAGEMENT, LLC$27.3M1
249BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$27.3M1
250USS Investment Management Ltd$27.1M1
251TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$26.6M1
252Interval Partners, LP$25.9M1
253CREDIT AGRICOLE S A$25.6M1
254Utah Retirement Systems$25.5M1
255CLOUGH CAPITAL PARTNERS L P$25.5M1
256Federation des caisses Desjardins du Quebec$25.0M1
257COMMONWEALTH EQUITY SERVICES, LLC$25.0M1
258Midwest Trust Co$24.5M1
259TUDOR INVESTMENT CORP ET AL$24.4M1
260Steward Partners Investment Advisory, LLC$24.2M1
261Andra AP-fonden$24.1M1
262PAR CAPITAL MANAGEMENT INC$23.8M1
263W.G. Shaheen & Associates DBA Whitney & Co$23.7M1
264ARGENT CAPITAL MANAGEMENT LLC$23.6M1
265NEW YORK LIFE INVESTMENT MANAGEMENT LLC$23.3M1
266MAIRS & POWER INC$23.3M1
267QRG CAPITAL MANAGEMENT, INC.$23.3M1
268Trexquant Investment LP$23.3M1
269Rakuten Investment Management, Inc.$23.2M1
270Clearstead Advisors, LLC$23.2M1
271Banco Santander, S.A.$22.8M1
272Talbot Financial, LLC$22.8M1
273Point72 Asset Management, L.P.$22.6M1
274NEOS Investment Management LLC$22.5M1
275BARLOW WEALTH PARTNERS, LLC$22.5M1
276Canada Post Corp Registered Pension Plan$22.3M1
277PARK NATIONAL CORP /OH/$22.3M1
278GW HENSSLER & ASSOCIATES LTD$22.2M1
279DAVIDSON INVESTMENT ADVISORS$22.2M1
280Sumitomo Mitsui DS Asset Management Company, Ltd$22.1M1
281Epoch Investment Partners, Inc.$21.6M1
282Beacon Pointe Advisors, LLC$21.5M1
283RWA WEALTH PARTNERS, LLC$21.4M1
284CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$21.4M1
285Callan Family Office, LLC$21.2M1
286IEQ CAPITAL, LLC$21.2M1
287NISSAY ASSET MANAGEMENT CORP /JAPAN$20.3M1
288Live Oak Private Wealth LLC$20.2M1
289Summit Trail Advisors, LLC$19.8M1
290M&T BANK CORP$19.4M1
291Empowered Funds, LLC$19.3M1
292Vanguard Personalized Indexing Management, LLC$19.3M1
293Addenda Capital Inc.$19.2M1
294Private Wealth Partners, LLC$19.2M1
295Pathstone Holdings, LLC$19.2M1
296Hudson Bay Capital Management LP$18.9M1
297Sanctuary Advisors, LLC$18.9M1
298Vinva Investment Management Ltd$18.8M1
299Vest Financial, LLC$18.8M1
300United Asset Strategies, Inc.$18.5M1
301FIRST FOUNDATION ADVISORS$18.4M1
302ProVise Management Group, LLC$18.2M1
303World Investment Advisors$18.2M1
304WCG Wealth Advisors LLC$18.1M1
305MARTINGALE ASSET MANAGEMENT L P$18.0M1
306OREGON PUBLIC EMPLOYEES RETIREMENT FUND$18.0M1
307Edgemoor Investment Advisors, Inc.$17.8M1
308MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$17.7M1
309CUTLER INVESTMENT COUNSEL LLC$17.5M1
310Pinnacle Financial Partners, Inc.$17.4M1
311Tidal Investments LLC$17.4M1
312OP Asset Management Ltd$17.3M1
313Wealthfront Advisers LLC$17.2M1
314AIA Group Ltd$17.1M1
315DAVENPORT & Co LLC$17.0M1
316EXCHANGE TRADED CONCEPTS, LLC$17.0M1
317YOUSIF CAPITAL MANAGEMENT, LLC$16.9M1
318Mizuho Markets Cayman LP$16.8M1
319TCTC Holdings, LLC$16.8M1
320Asset Advisors Investment Management, LLC$16.6M1
321&PARTNERS$16.3M1
322HFR Wealth Management, LLC$16.0M1
323Atria Investments, Inc$16.0M1
324Blume Capital Management, Inc.$15.8M1
325MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$15.7M1
326PRUDENTIAL PLC$15.7M1
327ASR Vermogensbeheer N.V.$15.7M1
328Atlantic Union Bankshares Corp$15.6M1
329Kestra Advisory Services, LLC$15.5M1
330Empower Advisory Group, LLC$15.4M1
331GenTrust, LLC$15.4M1
332JACOBSON & SCHMITT ADVISORS, LLC$15.0M1
333Vivaldi Capital Management LP$15.0M1
334Elgethun Capital Management$14.6M1
335Advocacy Wealth Management, LLC$14.3M1
336BAXTER BROS INC$14.2M1
337Kinsale Capital Group, Inc.$14.1M1
338Trajan Wealth LLC$14.1M1
339Great Lakes Retirement, Inc.$14.0M1
340MAI Capital Management$14.0M1
3411832 Asset Management L.P.$13.9M1
342Snowden Capital Advisors LLC$13.9M1
3431248 Management, LLC$13.7M1
344Think Investments LP$13.7M1
345UNITED CAPITAL FINANCIAL ADVISORS, LLC$13.7M1
346BANQUE PICTET & CIE SA$13.7M1
347Modera Wealth Management, LLC$13.6M1
348Van Cleef Asset Management,Inc$13.6M1
349Curi Capital, LLC$13.0M1
350HANCOCK WHITNEY CORP$13.0M1
351ABN AMRO INVESTMENT SOLUTIONS$12.9M1
352PRINCIPAL SECURITIES, INC.$12.9M1
353CONNORS INVESTOR SERVICES INC$12.8M1
354Cornerstone Capital, Inc.$12.8M1
355SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.7M1
356TOCQUEVILLE ASSET MANAGEMENT L.P.$12.7M1
357McGuire Investment Group, LLC$12.6M1
358Mitsubishi UFJ Trust & Banking Corp$12.5M1
359Avanza Fonder AB$12.5M1
360ExodusPoint Capital Management, LP$12.5M1
361Mesirow Financial Investment Management, Inc.$12.5M1
362PARTHENON LLC$12.4M1
363Advisors Capital Management, LLC$12.3M1
364JAMISON PRIVATE WEALTH MANAGEMENT, INC.$12.3M1
365Orion Porfolio Solutions, LLC$12.3M1
366NewEdge Advisors, LLC$12.2M1
367Investment Management Corp of Ontario$12.2M1
368OMERS ADMINISTRATION Corp$12.1M1
369Ascent Group, LLC$12.1M1
370Waverly Advisors, LLC$12.0M1
371UniSuper Management Pty Ltd$12.0M1
372OPPENHEIMER ASSET MANAGEMENT INC.$12.0M1
373Baker Avenue Asset Management, LP$11.9M1
374BRIGHT ROCK CAPITAL MANAGEMENT, LLC$11.7M1
375MOORE CAPITAL MANAGEMENT, LP$11.6M1
376Clarkston Capital Partners, LLC$11.5M1
377Westbourne Investment Advisors, Inc.$11.5M1
378Glenview Trust Co$11.3M1
379M&G Plc$11.3M1
380CWM, LLC$11.3M1
381FIRST NATIONAL BANK OF OMAHA$11.0M1
382Beverly Hills Private Wealth, LLC$11.0M1
383Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$10.9M1
384BURNEY CO/$10.9M1
385Manchester Global Management (UK) Ltd$10.6M1
386Perigon Wealth Management, LLC$10.6M1
387Osmosis Investment Management UK Ltd$10.6M1
388FIRST NATIONAL TRUST CO$10.3M1
389PATTEN & PATTEN INC/TN$10.3M1
390CITIZENS FINANCIAL GROUP INC/RI$10.2M1
391Vestmark Advisory Solutions, Inc.$10.2M1
392SIG BROKERAGE, LP$10.1M1
393Timber Creek Capital Management LLC$9.9M1
394MidFirst Bank$9.9M1
395SHELTON CAPITAL MANAGEMENT$9.9M1
396Private Advisor Group, LLC$9.9M1
397CHOREO, LLC$9.8M1
398Generali Asset Management SPA SGR$9.8M1
399Illinois Municipal Retirement Fund$9.7M1
400EVERGREEN CAPITAL MANAGEMENT LLC$9.7M1
401THOMPSON INVESTMENT MANAGEMENT, INC.$9.7M1
402Morningstar Investment Management LLC$9.6M1
403GCM Grosvenor Holdings, LLC$9.6M1
404Norinchukin Bank, The$9.5M1
405MIZUHO SECURITIES USA LLC$9.5M1
406AMG National Trust Bank$9.4M1
407Oak Harvest Investment Services$9.4M1
408Skylands Capital, LLC$9.4M1
409ADVOCATE GROUP LLC$9.2M1
410Dana Investment Advisors, Inc.$9.2M1
411UNIVEST FINANCIAL Corp$9.1M1
412Geneos Wealth Management Inc.$9.1M1
413Aptus Capital Advisors, LLC$9.1M1
414CAISSE DES DEPOTS ET CONSIGNATIONS$9.0M1
415Lafayette Investments, Inc.$8.9M1
416KCM INVESTMENT ADVISORS LLC$8.8M1
417BALDWIN WEALTH PARTNERS LLC/MA$8.7M1
418Aviance Capital Partners, LLC$8.6M1
419SEAVIEW INVESTMENT MANAGERS LLC$8.6M1
420VectorGlobal IAG, Inc.$8.6M1
421IMC-Chicago, LLC$8.5M1
422ALLIANZ SE$8.5M1
423Patriot Financial Group Insurance Agency, LLC$8.4M1
424Mezzasalma Advisors, LLC$8.3M1
425COMMERCE BANK$8.2M1
426Cinctive Capital Management LP$8.2M1
427American Assets Investment Management, LLC$8.1M1
428Redmond Asset Management, LLC$8.0M1
429Maryland State Retirement & Pension System$7.9M1
430GHP Investment Advisors, Inc.$7.9M1
431OPPENHEIMER & CO INC$7.9M1
432FAGAN ASSOCIATES, INC.$7.9M1
433Radnor Capital Management, LLC$7.8M1
434Capital Investment Counsel, Inc$7.8M1
435Meiji Yasuda Asset Management Co Ltd.$7.8M1
436Spectrum Financial Alliance Ltd LLC$7.7M1
437MGO ONE SEVEN LLC$7.7M1
438GREAT LAKES ADVISORS, LLC$7.7M1
439NewEdge Wealth, LLC$7.7M1
440Caprock Group, LLC$7.5M1
441Southeast Asset Advisors, LLC$7.3M1
442MARCO INVESTMENT MANAGEMENT LLC$7.2M1
443NAPLES GLOBAL ADVISORS, LLC$7.1M1
444Equitable Holdings, Inc.$7.1M1
445Gilman Hill Asset Management, LLC$7.0M1
446Merit Financial Group, LLC$6.9M1
447Dai-ichi Life Insurance Company, Ltd$6.9M1
448KAVAR CAPITAL PARTNERS GROUP, LLC$6.8M1
449Boston Common Asset Management, LLC$6.8M1
450Metis Global Partners, LLC$6.7M1
451WRIGHT INVESTORS SERVICE INC$6.7M1
452Salvus Wealth Management, LLC$6.7M1
453CLOVERFIELDS CAPITAL GROUP, LP$6.7M1
454Central Pacific Bank - Trust Division$6.6M1
455Advisory Resource Group$6.6M1
456Citizens Business Bank$6.6M1
457Americana Partners, LLC$6.5M1
458MARK ASSET MANAGEMENT LP$6.5M1
459Badgley Phelps Wealth Managers, LLC$6.5M1
460SIH Partners, LLLP$6.5M1
461MUFG Securities EMEA plc$6.4M1
462Elo Mutual Pension Insurance Co$6.4M1
463AG2R LA MONDIALE GESTION D'ACTIFS$6.4M1
464LaFleur & Godfrey LLC$6.4M1
465Krilogy Financial LLC$6.4M1
466PRENTISS SMITH & CO INC$6.4M1
467Sendero Wealth Management, LLC$6.3M1
468Pacific Capital Partners Ltd$6.3M1
469CONDOR CAPITAL MANAGEMENT$6.3M1
470Legal Advantage Investments, Inc.$6.3M1
471Twin Lakes Capital Management, LLC$6.2M1
472SCOTIA CAPITAL INC.$6.1M1
473Voleon Capital Management LP$6.1M1
474HB Wealth Management, LLC$6.0M1
475Siemens Fonds Invest GmbH$6.0M1
476National Philanthropic Trust$6.0M1
477Walleye Trading LLC$5.9M1
478Laird Norton Wetherby Trust Company, LLC$5.9M1
479Oliver Luxxe Assets LLC$5.9M1
480Ayrshire Capital Management LLC$5.8M1
481Spire Wealth Management$5.7M1
482CI INVESTMENTS INC.$5.6M1
483LINCOLN CAPITAL CORP$5.6M1
484PITTENGER & ANDERSON INC$5.6M1
485Stratos Wealth Partners, LTD.$5.6M1
486TOKIO MARINE ASSET MANAGEMENT CO LTD$5.6M1
487BOKF, NA$5.5M1
488Graham Capital Management, L.P.$5.5M1
489William Allan Corp$5.5M1
490Lincoln Capital LLC$5.5M1
491AlTi Global, Inc.$5.4M1
492DIVERSIFIED MANAGEMENT INC$5.4M1
493Harrington Investments, INC$5.3M1
494CONNING INC.$5.3M1
495DLK Investment Management, LLC$5.3M1
496Hennion & Walsh Asset Management, Inc.$5.3M1
497KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$5.2M1
498NOMURA HOLDINGS INC$5.2M1
499EVOLVE PRIVATE WEALTH, LLC$5.1M1
500NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$5.0M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)4 buy / 5 sell
Congress net ($ bound)−$71.0K to $55.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SCHW

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SCHW
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for SCHW · financials and macro

Financials — as filed PLANNED

SCHW's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SCHW on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing