Fishy Whales
Security

SCHW · Schwab Strategic Tr

40 institutional holder(s) · 31 congressional trade(s)
← Funds
Charles Schwab is the largest U.S. retail brokerage, holding trillions in client assets after absorbing TD Ameritrade. It earns mostly from interest on client cash. It is held by 6 of 26 tracked funds in the latest quarter and traded by 11 members of Congress in disclosed filings.

Institutional holders

13F
FundValueShares
Vanguard Group $13.38B133,922,294
State Street $6.84B72,763,682
BlackRock $4.09B43,559,121
BlackRock $3.33B35,382,447
Geode Capital Management $3.12B33,336,804
Bank of America $2.53B104,183,738
Fidelity $2.3B24,526,300
BlackRock $1.29B13,731,393
Vanguard Group $937.2M9,380,660
Bank of America $868.2M9,237,973
Morgan Stanley $800M26,075,710
Morgan Stanley $686.8M7,308,195
Fidelity $591.6M15,461,551
Bank of America $543M21,309,615
Fidelity $540.1M25,130,958
BlackRock $537.6M5,720,743
BlackRock $517M5,501,356
Two Sigma Investments $503.8M5,360,299
BlackRock $503.7M5,359,388
Geode Capital Management $503.3M5,355,462
Morgan Stanley $489.1M5,203,909
Bank of America $488.5M15,921,217
Fidelity $488.4M5,197,218
BlackRock $466.9M4,967,564
Bank of America $458.2M4,875,886
BlackRock $393.5M4,187,475
Bank of America $387.1M12,617,468
Bank of America $365.2M12,559,331
Vanguard Group $363.8M3,641,775
Morgan Stanley $335.7M6,861,482
Fidelity $333.5M3,548,240
Morgan Stanley $298.2M12,047,743
Vanguard Group $276.4M2,766,031
Morgan Stanley $266.7M9,156,761
Two Sigma Investments $258.4M12,023,737
BlackRock $253.4M2,696,834
BlackRock $251.4M2,674,836
Bank of America $246.5M5,038,757
Citadel Advisors $233M2,478,876
Morgan Stanley $224.3M2,387,203

Congressional trades

STOCK Act
MemberTypeDate
Ro Khanna buy 04/13/2026
Ro Khanna sell 03/30/2026
Ro Khanna buy 03/10/2026
Ro Khanna buy 02/24/2026
Tony Wied buy 02/19/2026
Ro Khanna sell 02/05/2026
Ro Khanna buy 01/29/2026
Julie Johnson sell 12/18/2025
Dan Newhouse buy 12/11/2025
Julie Johnson sell 11/13/2025
Julie Johnson sell 08/14/2025
Rick Allen buy 07/10/2025
Clay Fuller buy 05/05/2025
Clay Fuller buy 11/25/2024
Rick Allen sell 09/12/2024
Clay Fuller buy 09/03/2024
Josh Gottheimer sell 06/21/2024
Clay Fuller buy 05/21/2024
Josh Gottheimer buy 01/12/2024
J. Hill sell 12/29/2023
Rick Allen buy 12/14/2023
Morgan McGarvey buy 10/05/2023
Dan Sullivan sell 08/22/2023
Josh Gottheimer sell 07/18/2023
Josh Gottheimer buy 06/16/2023
Josh Gottheimer buy 06/12/2023
Josh Gottheimer sell 05/08/2023
Dan Sullivan sell 02/10/2023
Josh Gottheimer buy 01/18/2023
Josh Gottheimer sell 10/18/2022
Susan A. Davis sell 10/20/2017