What is Charles Schwab's (SCHW) Economic Moat, and is it Widening or Narrowing?
The Charles Schwab Corporation (NYSE:SCHW) closed at $99.49 on September 24, well below the $114 it reached earlier in the year.
Schwab Charles Corp (SCHW)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 24,201,471 | $2,233,069,698 | +11% | 2.96% |
| 2. | Fisher Asset Management Ken Fisher | 21,952,062 | $2,025,516,897 | -2% | 0.6% |
| 3. | BAMCO Inc. Ron Baron | 11,655,694 | $1,075,470,885 | +57% | 1.61% |
| 4. | Viking Global Andreas Halvorsen | 10,638,869 | $981,648,443 | -28% | 2.8% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,632,441 | $704,245,331 | +159% | 0.31% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $84.23 | 21,959 | $1,849,512.15 | 218,409 | 2026-05-28 | Filing | |
| $66.26 | 25,000 | $1,656,500.00 | 827,377 | 2024-07-17 | Filing | |
| $62.05 | 10,000 | $620,454.00 | 144,228 | 2024-07-17 | Filing | |
| $60.55 | 833 | $50,440.07 | 3,386 | 2023-08-17 | Filing | |
| $53.47 | 5,000 | $267,339.50 | 9,984 | 2023-03-28 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $109.04 | 3,177 | $346,428.02 | 5,770 | 2026-09-01 | Filing | |
| $110.91 | 74,388 | $8,250,648.32 | 610,360 | 2026-08-28 | Filing | |
| $108.12 | 3,177 | $343,497.56 | 0 | 2026-08-28 | Filing | |
| $109.25 | 9,175 | $1,002,397.19 | 1,323,162 | 2026-08-26 | Filing | |
| $113.20 | 117,000 | $13,244,411.70 | 53,558,741 | 2026-08-24 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,620 | $2,406,359 | 0.22% | |
| 2. | 14,767 | $1,443,327 | 0.22% | |
| 3. | 12,649 | $1,236,313 | 1.2% | |
| 4. | 6,981 | $682,323 | 0.34% | |
| 5. | 4,017 | $392,622 | 0.18% |
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