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Charles Schwab Corp (NYSE:SCHW)

42.15
Delayed Data
As of Jul 21
 +0.01 / +0.02%
Today’s Change
27.71
Today|||52-Week Range
44.10
+6.79%
Year-to-Date
Institutional investors purchased a net $2.9 million shares of SCHW during the quarter ended June 2017, and now own 80.31% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Mutual fund holders42.84%
Other institutional37.47%
Individual stakeholders12.85%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017MANNING & NAPIER ADVISORS LLC  Bought 1.3 Million shares of Charles Schwab
6/30/2017BMO ASSET MANAGEMENT CORP.  Bought 493.7 Thousand shares of Charles Schwab
6/30/2017NORTHERN TRUST GLOBAL INVESTMENT...  Bought 231.3 Thousand shares of Charles Schwab

Top 10 Owners of Charles Schwab

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox7.15%95,552,1254,104,919,290-1,071,449-1.11%
The Vanguard Group, Inc.5.94%79,388,6393,410,535,931+3,063,203+4.01%
SSgA Funds Management, Inc.4.58%61,292,2762,633,116,177+136,333+0.22%
BlackRock Fund Advisors3.76%50,268,3242,159,527,199-469,423-0.93%
T. Rowe Price Associates, Inc.3.18%42,512,8921,826,353,840+8,230,375+24.01%
PRIMECAP Management Co.3.09%41,371,4241,777,316,375-3,868,576-8.55%
JPMorgan Investment Management, I...2.19%29,279,6891,257,855,439-3,955,662-11.90%
Sands Capital Management LLC2.18%29,154,2981,252,468,642-1,118,527-3.69%
Fidelity Management & Research Co...1.98%26,485,0471,137,797,619+4,152,326+18.59%
SPO Partners & Co.1.24%16,614,924713,777,135+2,893,600+21.09%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.40%58,867,6002,528,952,09600.00%
Vanguard Total Stock Market Index...2.07%27,711,5281,190,487,243+482,350+1.77%
Vanguard PRIMECAP Fund1.50%20,099,900863,491,704-590,600-2.85%
Vanguard 500 Index Fund1.44%19,198,860824,783,026+241,053+1.27%
SPDR S&P 500 ETF1.03%13,830,003594,136,929+2,832+0.02%
Vanguard Institutional Index Fund1.00%13,355,461573,750,605+21,609+0.16%
American Funds Growth Fund of Ame...0.94%12,532,051538,376,911+4,840,051+62.92%
SPDR Series - Financial Select Se...0.73%9,772,005419,805,335+50,197+0.52%
Dodge & Cox Balanced Fund0.71%9,535,000409,623,600-290,000-2.95%
Parnassus Core Equity Fund0.67%9,005,055386,857,16300.00%