SCHW — SCHWAB CHARLES CORPToday's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
91
all time
Members · 12m
4
4 buys · 4 sells · by trade date
Latest filing
07-21
2026-07-21
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
6
13F holders
1,775
top 500 listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 91Institutional 500

Congress · disclosure timeline

By trade date · 24 months · 22 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

22 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in SCHW

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).
Members disclosing SCHW in the trailing 12 months
MemberRowsNet 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.Number 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

4 members

Congressional disclosures

Newest filed firstAll 91 rows ↗
Latest congressional filings mentioning SCHW
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKBUYTraded 03-30 LATE·113d$1K–$15K
2026-07-21Alan Armstrong R–OKBUYTraded 03-27 LATE·116d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 03-27 +11d$1K–$15K
2026-02-13Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 01-09 +35d$1K–$15K
2026-01-15Julie Johnson D–TX-32SELL JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2026-01-15Dan Newhouse R–WA-4BUY SP (spouse-owned)Traded 2025-12-11 +35d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 2025-12-10 +33d$1K–$15K
2025-12-11Julie Johnson D–TX-32SELL partial · JT (partial sale, jointly owned)Traded 11-13 +28d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-10-05Sheri Biggs R–SC-3SELL SP (spouse-owned)Traded 03-19 LATE·200d$15K–$50K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

All holders ↗
Top institutional holders of SCHW for quarter 2026-03-31, 1–25 of 1,775 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$12.5B1
derived ·§ EDGAR ↗
2VANGUARD CAPITAL MANAGEMENT LLC$10.2B1
derived ·§ EDGAR ↗
3DODGE & COX$7.0B1
derived ·§ EDGAR ↗
4JPMORGAN CHASE & CO$6.9B1
derived ·§ EDGAR ↗
5STATE STREET CORP$6.8B1
derived ·§ EDGAR ↗
6GEODE CAPITAL MANAGEMENT, LLC$3.6B1
derived ·§ EDGAR ↗
7FMR LLC$3.4B1
derived ·§ EDGAR ↗
8FRANKLIN RESOURCES INC$3.0B1
derived ·§ EDGAR ↗
9VANGUARD PORTFOLIO MANAGEMENT LLC$2.5B1
derived ·§ EDGAR ↗
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.3B1
derived ·§ EDGAR ↗
11PRIMECAP MANAGEMENT CO/CA/$2.2B1
derived ·§ EDGAR ↗
12MORGAN STANLEY$2.1B1
derived ·§ EDGAR ↗
13HARRIS ASSOCIATES L P$2.0B1
derived ·§ EDGAR ↗
14Artisan Partners Limited Partnership$1.6B1
derived ·§ EDGAR ↗
15Invesco Ltd.$1.6B1
derived ·§ EDGAR ↗
16NORTHERN TRUST CORP$1.5B1
derived ·§ EDGAR ↗
17Bank of New York Mellon Corp$1.5B1
derived ·§ EDGAR ↗
18BANK OF AMERICA CORP /DE/$1.5B1
derived ·§ EDGAR ↗
19VIKING GLOBAL INVESTORS LP$1.4B1
derived ·§ EDGAR ↗
20ALLIANCEBERNSTEIN L.P.$1.3B1
derived ·§ EDGAR ↗
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.1B1
derived ·§ EDGAR ↗
22Legal & General Group Plc$947M1
derived ·§ EDGAR ↗
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$901M1
derived ·§ EDGAR ↗
24VANGUARD FIDUCIARY TRUST CO$885M1
derived ·§ EDGAR ↗
25BROWN ADVISORY INC$859M1
derived ·§ EDGAR ↗
Show the top 500 of 1,775 holders
Truncated by Public Filings. Top 500 of 1,775 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · SCHW

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · Charles Schwab Corp/The - US

Merged timeline of congressional filings and notable-manager moves on SCHW
DateWhoChangeSize
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

9 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)4 buy / 4 sell
Congress net ($ bound)−$56.0K to $56.0K
Filersnot computedThe 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.