Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Charles Schwab Corp (NYSE:SCHW)

39.32
Delayed Data
As of 4:02pm ET
 -0.10 / -0.25%
Today’s Change
21.51
Today|||52-Week Range
39.89
+19.40%
Year-to-Date
Institutional investors purchased a net $17.2 million shares of SCHW during the quarter ended September 2016, and now own 78.56% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Mutual fund holders40.78%
Other institutional37.78%
Individual stakeholders13.09%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2016T. ROWE PRICE ASSOCIATES, INC.  Bought 10.9 Million shares of Charles Schwab
9/30/2016EDGEWOOD MANAGEMENT LLC  Bought 7.6 Million shares of Charles Schwab
9/30/2016DSM CAPITAL PARTNERS LLC  Bought 3.9 Million shares of Charles Schwab

Top 10 Owners of Charles Schwab

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox7.69%101,788,3843,226,691,773-1,143,085-1.11%
The Vanguard Group, Inc.5.62%74,389,5562,358,148,925+1,770,088+2.44%
PRIMECAP Management Co.3.98%52,657,3501,669,237,995-2,100,153-3.84%
BlackRock Fund Advisors3.72%49,212,7891,560,045,411+1,754,867+3.70%
SSgA Funds Management, Inc.3.32%43,947,0511,393,121,517-1,499,057-3.30%
Sands Capital Management LLC2.47%32,696,6351,036,483,330-2,078,350-5.98%
JPMorgan Investment Management, I...1.94%25,680,382814,068,109+390,964+1.55%
Parnassus Investments1.67%22,058,864699,265,989+1,574,908+7.69%
Fidelity Management & Research Co...1.66%21,900,664694,251,049-709,179-3.14%
SPO Partners & Co.1.42%18,729,124593,713,23100.00%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.68%61,864,4001,961,101,48000.00%
Vanguard PRIMECAP Fund1.90%25,134,400796,760,480-598,700-2.33%
Vanguard Total Stock Market Index...1.88%24,814,240786,611,408+373,796+1.53%
Vanguard 500 Index Fund1.28%16,920,474536,379,026+257,687+1.55%
Parnassus Core Equity Fund1.23%16,324,331517,481,29300.00%
Vanguard Institutional Index Fund1.00%13,247,816419,955,767-115,476-0.86%
SPDR S&P 500 ETF0.96%12,707,612402,831,300+36,835+0.29%
Dodge & Cox Balanced Fund0.84%11,162,900353,863,93000.00%
Vanguard Capital Opportunity Fund0.57%7,531,300238,742,210-43,200-0.57%
Davis New York Venture Fund0.53%7,032,607222,933,642+974,200+16.08%