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Charles Schwab Corp (NYSE:SCHW)

42.54
Delayed Data
As of Sep 22
 +0.46 / +1.09%
Today’s Change
29.86
Today|||52-Week Range
44.10
+7.78%
Year-to-Date
Institutional investors purchased a net $9.1 million shares of SCHW during the quarter ended June 2017, and now own 80.73% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Mutual fund holders42.63%
Other institutional38.10%
Individual stakeholders12.76%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017CAPITAL RESEARCH & MANAGEMENT CO...  Bought 11.2 Million shares of Charles Schwab
6/30/2017HENDERSON GLOBAL INVESTORS LTD.  Bought 9.4 Million shares of Charles Schwab
6/30/2017EDGEWOOD MANAGEMENT LLC  Bought 3.7 Million shares of Charles Schwab

Top 10 Owners of Charles Schwab

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox7.08%94,777,5633,781,624,764-774,562-0.81%
The Vanguard Group, Inc.6.12%81,925,5863,268,830,881+2,536,947+3.20%
SSgA Funds Management, Inc.4.51%60,331,0372,407,208,376-961,239-1.57%
BlackRock Fund Advisors3.89%52,080,5742,078,014,903+1,812,250+3.61%
PRIMECAP Management Co.2.97%39,791,7091,587,689,189-1,579,715-3.82%
T. Rowe Price Associates, Inc.2.59%34,681,7941,383,803,581-7,831,098-18.42%
JPMorgan Investment Management, I...2.27%30,368,3431,211,696,886+1,088,654+3.72%
Fidelity Management & Research Co...2.21%29,623,6181,181,982,358+3,138,571+11.85%
Sands Capital Management LLC2.08%27,875,6531,112,238,555-1,278,645-4.39%
Capital Research & Management Co....1.81%24,237,199967,064,240+11,224,199+86.25%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.40%58,867,6002,348,817,24000.00%
Vanguard Total Stock Market Index...2.12%28,409,7981,133,550,940+289,681+1.03%
Vanguard PRIMECAP Fund1.47%19,687,700785,539,230-412,200-2.05%
Vanguard 500 Index Fund1.46%19,524,691779,035,171+152,611+0.79%
SPDR S&P 500 ETF1.04%13,943,526556,346,687+36,108+0.26%
Vanguard Institutional Index Fund0.97%13,033,913520,053,129-135,982-1.03%
American Funds Growth Fund of Ame...0.94%12,532,051500,028,835+2,247,051+21.85%
SPDR Series - Financial Select Se...0.74%9,960,597397,427,820-43,239-0.43%
Dodge & Cox Balanced Fund0.71%9,535,000380,446,500-290,000-2.95%
Parnassus Core Equity Fund0.67%9,005,055359,301,69500.00%