SCHW
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 18.6 | P/B | 3.59 |
| EPS (TTM) | 4.90 | Dividend | 1.39% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 133.2M | 0.2% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 108.4M | n/a | n/a |
| Dodge & Cox | 75.0M | 3.9% | −2% |
| JPMORGAN CHASE & CO | 73.8M | n/a | +10% |
| State Street | 72.8M | 0.2% | +0% |
| Geode Capital Management | 38.7M | 0.2% | +3% |
Top institutional owners for SCHW as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 02 | Hathi Neesha | SELL | 3K | −$346K |
| AUG 31 | Hathi Neesha | SELL | 3K | −$343K |
| AUG 31 | Bettinger Walter W | SELL | 74K | −$8M |
| AUG 27 | Schwab-Pomerantz Carolyn | SELL | 9K | −$1M |
| AUG 26 | Schwab Charles R. | SELL | 117K | −$13M |
| AUG 26 | Bettinger Walter W | SELL | 176K | −$20M |
0 insider buys, 20 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.