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Charles Schwab Corp (NYSE:SCHW)

28.41
Delayed Data
As of Apr 29
 -0.57 / -1.97%
Today’s Change
21.51
Today|||52-Week Range
35.72
-13.73%
Year-to-Date
Institutional investors purchased a net $3.2 million shares of SCHW during the quarter ended March 2016, and now own 80.64% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Mutual fund holders40.94%
Other institutional39.70%
Individual stakeholders13.25%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016PROVIDENT TRUST CO.  Bought 1.5 Million shares of Charles Schwab
3/31/2016INTERMEDE INVESTMENT PARTNERS LT...  Bought 519.6 Thousand shares of Charles Schwab
3/31/2016GLENMEDE INVESTMENT MANAGEMENT L...  Bought 499.1 Thousand shares of Charles Schwab

Top 10 Owners of Charles Schwab

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox7.77%102,622,6372,875,486,289+6,202,919+6.43%
The Vanguard Group, Inc.5.22%68,874,5921,929,866,068+1,797,150+2.68%
PRIMECAP Management Co.4.22%55,688,4311,560,389,837-695,261-1.23%
SSgA Funds Management, Inc.3.58%47,250,3081,323,953,630+945,398+2.04%
BlackRock Fund Advisors3.40%44,840,3931,256,427,812+1,119,137+2.56%
Sands Capital Management LLC2.97%39,167,0371,097,460,377-2,844,997-6.77%
Fidelity Management & Research Co...2.21%29,194,879818,040,510-6,949,998-19.23%
Invesco Advisers, Inc.1.87%24,742,798693,293,200-1,783,287-6.72%
JPMorgan Investment Management, I...1.69%22,295,121624,709,290+6,989,473+45.67%
Brown Advisory LLC1.68%22,186,605621,668,672-3,396,368-13.28%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.68%61,864,4001,733,440,488+3,328,500+5.69%
Vanguard PRIMECAP Fund1.95%25,733,100721,041,462-315,000-1.21%
Vanguard Total Stock Market Index...1.73%22,867,237640,739,981+245,994+1.09%
Vanguard 500 Index Fund1.15%15,153,775424,608,776+232,147+1.56%
Vanguard Institutional Index Fund1.01%13,281,689372,152,926+158,800+1.21%
SPDR S&P 500 ETF0.92%12,165,046340,864,589+187,894+1.57%
Dodge & Cox Balanced Fund0.85%11,232,900314,745,858+1,063,000+10.45%
Parnassus Core Equity Fund0.76%9,978,431279,595,63700.00%
Davis New York Venture Fund0.61%8,030,631225,018,281-685,289-7.86%
Fidelity Growth Company Fund0.59%7,750,875217,179,518-590,500-7.08%