This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCHW/capital-change-brief"
Use Arkolith's capital_change_brief for SCHW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $12.5B | 133.2M | ▼−0.8% Reduced · −1.0M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $10.2B | 108.4M | ▲New +108.4M sh | Q1 2026 | |
| 3 | DODGE & COX | $7.0B | 75.0M | ▼−2.0% Reduced · −1.5M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $6.9B | 73.8M | ▲+9.9% Added · +6.7M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $6.8B | 72.8M | ▲+0.2% Added · +137K sh | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $4.6B | 48.6M | ▼−0.9% Reduced · −459K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $3.6B | 38.7M | ▲+2.7% Added · +1.0M sh | Q1 2026 | |
| 8 | FMR LLC | $3.4B | 35.7M | ▲+5.5% Added · +1.9M sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $3.0B | 31.8M | ▲+5.4% Added · +1.6M sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5B | 26.6M | ▲New +26.6M sh | Q1 2026 | |
| 11 | PRIMECAP MANAGEMENT CO/CA/ | $2.2B | 23.4M | ▲+0.7% Added · +166K sh | Q1 2026 | |
| 12 | Fisher Asset Management, LLC | $2.1B | 22.2M | ▲+1.8% Added · +400K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $2.1B | 22.0M | ▼−5.2% Reduced · −1.2M sh | Q1 2026 | |
| 14 | HARRIS ASSOCIATES L P | $2.0B | 21.8M | ▼−1.0% Reduced · −219K sh | Q1 2026 | |
| 15 | NORGES BANK | $2.0B | 20.0M | ▼−3.6% Reduced · −753K sh | Q4 2025 | |
| 16 | Artisan Partners Limited Partnership | $1.6B | 17.5M | ▲+1.4% Added · +245K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $1.5B | 16.4M | ▼−1.4% Reduced · −236K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $1.5B | 16.2M | ▲+23% Added · +3.0M sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $1.5B | 15.6M | ▲+3.5% Added · +530K sh | Q1 2026 | |
| 20 | VIKING GLOBAL INVESTORS LP | $1.4B | 14.7M | ▲+5.7% Added · +792K sh | Q1 2026 | |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $2.3B | 14.5M | ▼−5.5% Reduced · −845K sh | Q1 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $1.3B | 12.5M | ▼−5.0% Reduced · −656K sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.1B | 11.9M | ▲+5.7% Added · +636K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $1.1B | 11.4M | ▲+17% Added · +1.6M sh | Q1 2026 | |
| 25 | FLOSSBACH VON STORCH SE | $1.0B | 10.7M | ▲+1.9% Added · +204K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell (S) | 2K | $204K |
| Jul 7, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Option exercise (M) | 22K | $1.0M |
| Jul 7, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Sell (S) | 22K | $2.2M |
| Jul 7, 2026 | Craig Jonathan M. | MD, Head of Retail Investing | Option exercise (M) | 22K | $0 |
| Jul 6, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell (S) | 2K | $200K |
| Jul 2, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Sell (S) | 2K | $194K |
| Jul 1, 2026 | Brown Marianne Catherine | Director | Grant (A) | 418 | — |
| Jul 1, 2026 | Beatty Jonathan S | MD, Head of Advisor Services | Tax withholding (F) | 1K | $96K |
| Jul 1, 2026 | Ruffel Charles A. | Director | Grant (A) | 1K | $0 |
| Jul 1, 2026 | HERRINGER FRANK C | Director | Grant (A) | 457 | — |
| Jul 1, 2026 | Ellis Stephen A | Director | Grant (A) | 379 | — |
| Jun 23, 2026 | Ellis Stephen A | Director | Option exercise (M) | 2K | $57K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 583 funds | $251.2B |
| MICROSOFT CORPMSFT | 581 funds | $329.0B |
| ALPHABET INC-CL AGOOGL | 574 funds | $226.6B |
| META PLATFORMS INC-CLASS AMETA | 574 funds | $141.2B |
| NVIDIA CORPNVDA | 573 funds | $440.0B |
| APPLE INCAAPL | 566 funds | $338.6B |
| JPMORGAN CHASE & COJPM | 564 funds | $91.8B |
| BROADCOM INCAVGO | 560 funds | $171.2B |
| VISA INC-CLASS A SHARESV | 560 funds | $78.2B |
| ALPHABET INC-CL CGOOG | 559 funds | $143.1B |
| ELI LILLY & COLLY | 546 funds | $93.6B |
| JOHNSON & JOHNSONJNJ | 544 funds | $64.3B |
Ranked by how many of SCHW's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.