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 7 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 $6.75B73,174,188
BlackRock $4.2B45,540,591
BlackRock $3.16B34,269,736
Geode Capital Management $2.93B31,946,931
Bank of America $2.59B107,399,349
Fidelity $2.36B25,565,774
BlackRock $1.25B13,499,028
Vanguard Group $937.2M9,380,660
Morgan Stanley $874.2M27,569,129
Fidelity $865.7M9,382,690
Bank of America $835.2M9,051,338
Two Sigma Investments $777.4M8,425,755
Fidelity $681.9M7,390,517
Morgan Stanley $646.5M7,006,414
Bank of America $625.2M19,716,620
Fidelity $585.5M24,725,054
Bank of America $584.6M22,640,424
Fidelity $584.2M14,722,358
BlackRock $544.3M5,899,081
BlackRock $513.5M5,564,893
Geode Capital Management $493.3M5,346,343
BlackRock $492.3M5,335,257
Bank of America $485.6M5,262,318
BlackRock $469.4M5,087,003
Morgan Stanley $465.2M5,041,732
Bank of America $432.9M13,652,156
Bank of America $423.1M11,710,892
Morgan Stanley $381.6M7,232,884
BlackRock $377.5M4,091,463
Vanguard Group $363.8M3,641,775
Morgan Stanley $318.2M9,401,639
Morgan Stanley $303.6M10,960,336
Morgan Stanley $283.7M3,074,429
Vanguard Group $276.4M2,766,031
Bank of America $263.6M8,957,786
Bank of America $263.6M4,995,736
BlackRock $252.5M2,737,043
Millennium Management $250.7M2,716,500
Morgan Stanley $249.9M8,493,008

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