Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Charles Corp (SCHW)

2K + Investors. Track Smart Money conviction in SCHW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — SCHW

Based on 2312 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SCHW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,312 hedge funds hold SCHW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+199 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

1090 buying1183 selling
Last quarter: 1,183 funds reduced or exited vs 1,090 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 182 → 298 → 213 → 191. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
1,583 out of 2,312 hedge funds have held SCHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +28%, value +7%

Value
+6%
Shares
+27%
Last quarter: funds added +28% more shares while total portfolio value only changed +7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

258 → 182 → 298 → 213 → 191 new funds/Q
New funds entering each quarter: 182 → 298 → 213 → 191. SCHW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 2,396 holders: 1,723 (72%) are 2+ year veterans, 237 entered 1–2 years ago, and 436 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
71 of 2305 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SCHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SCHW

In 2026 Q2, 1090 hedge funds were net buyers of SCHW (191 opened a new position, 899 added to an existing one), while 1183 reduced or exited (984 trimmed, 199 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 62% of total institutional value in SCHW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 2312.

Hedge Fund Ownership: SCHW

How many hedge funds hold SCHW — quarterly history vs. share price
Quarterly hedge fund ownership of SCHW vs. share price

Market Analysis: SCHW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Schwab Charles Corp (SCHW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCHW has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 81d ago
SCHW
+13.4%
XLF
+4.2%

SCHW outperformed XLF by +9.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
SCHW
-5.8%
XLF
-4.0%

Since the filing became public, SCHW outperformed XLF by -1.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 34 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: SCHW
2K + Investors

Track Smart Money conviction in SCHW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2281 2320 -1.68%
13F Shares 1.53B 1.38B 10.77%
Total Value $129.06B $123.60B 4.42%
New Positions 185 213 -28
Increased Positions 878 972 -94
Closed Positions 217 192 +25
Reduced Positions 944 858 +86
Total Calls 45 40 12.5%
Total Puts 44 41 7.32%
PUT/CALL Ratio 0.98 1.02 Neutral

Statistics: SCHW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCHW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SCHW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RPTC Inc. 54.74% 3,522,501 $325.0M
2 Crown Oak Advisors, LLC 20.27% 471,770 $43.5M
3 Mount Capital Ltd 17.14% 492,178 $45.4M
4 North Peak Capital Management, LLC 16.88% 1,646,358 $151.9M
5 Courant Investment Management LLC 16.43% 183,499 $16.9M
6 HughesLittle Investment Management Ltd. 11.28% 705,304 $65.1M
7 Timucuan Asset Management Inc/Fl 9.97% 2,936,893 $271.0M
8 Soapstone Management L.P. 9.65% 143,750 $13.3M
9 Route One Investment Company, L.P. 8.11% 2,189,893 $202.1M
10 Provident Trust Co 7.19% 3,716,441 $342.9M
11 Caledonia Investments plc 7.00% 671,000 $61.9M
12 Regal Partners Ltd 6.74% 1,323,509 $122.1M
13 Ruane, Cunniff & Goldfarb L.P. 6.56% 4,571,355 $421.8M
14 Park Presidio Capital LLC 6.11% 1,170,236 $108.0M
15 Warther Private Wealth, LLC 5.66% 279,565 $25.8M
16 Pacific Capital Partners Ltd 5.35% 67,044 $6.2M
17 Financial Avengers, Inc. 5.33% 139,334 $12.9M
18 1248 Management, LLC 5.29% 146,646 $13.5M
19 Giverny Capital Inc. 5.22% 1,681,567 $155.2M
20 Allen Operations LLC 4.86% 380,215 $35.1M
21 Central Securities Corp 4.82% 700,000 $64.6M
22 Heron Bay Capital Management 4.73% 566,275 $52.3M
23 Yacktman Asset Management LP 4.68% 4,101,552 $378.5M
24 Pring Turner Capital Group Inc 4.63% 75,036 $8.1M
25 Flossbach von Storch Se 4.47% 10,706,944 $987.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Schwab Charles Corp (SCHW)

What does the Smart Money Trend signal show for SCHW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SCHW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SCHW?

More sellers than buyers — 48% buying: Last quarter: 1,183 funds reduced or exited vs 1,090 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SCHW holders?

Elite ownership — 62% AUM from top-100 funds: 71 of 2305 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SCHW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SCHW?

68% of holders stayed for 2+ years: 1,583 out of 2,312 hedge funds have held SCHW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Schwab Charles Corp (SCHW) following the 2026 Q2 hedge fund 13F filings?

As of today, SCHW has moved -5.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of -1.8%. Since the quarter end (June 30, 2026), SCHW has gained +13.4% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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