Charles Schwab Corp (NYSE:SCHW)

29.95
Delayed Data
As of Mar 03
 -0.22 / -0.73%
Today’s Change
23.35
Today|||52-Week Range
31.00
-0.79%
Year-to-Date
Institutional investors purchased a net $2.6 million shares of SCHW during the quarter ended December 2014, and now own 78.12% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Mutual fund holders40.13%
Other institutional37.99%
Individual stakeholders13.91%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014JPMORGAN INVESTMENT MANAGEMENT, ...  Bought 5.7 Million shares of Charles Schwab
12/31/2014THE VANGUARD GROUP, INC.  Bought 3.6 Million shares of Charles Schwab
12/31/2014CAPITAL RESEARCH & MANAGEMENT CO...  Bought 3.3 Million shares of Charles Schwab

Top 10 Owners of Charles Schwab

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox7.14%93,165,7772,420,446,886+1,280,813+1.39%
PRIMECAP Management Co.4.72%61,700,8501,602,988,083-1,202,086-1.91%
The Vanguard Group, Inc.4.71%61,475,0701,597,122,319+3,628,491+6.27%
SSgA Funds Management, Inc.3.86%50,386,1301,309,031,657+2,222,102+4.61%
Fidelity Management & Research Co...3.60%47,066,2481,222,781,123-2,414,605-4.88%
Sands Capital Management LLC3.33%43,512,8421,130,463,635+502,299+1.17%
BlackRock Fund Advisors3.24%42,331,2031,099,764,654+1,395,510+3.41%
Brown Advisory LLC2.55%33,316,990865,575,400-1,317,104-3.80%
SPO Partners & Co.2.54%33,206,087862,694,140-9,450,400-22.15%
Invesco Advisers, Inc.1.51%19,775,234513,760,579-2,338,419-10.57%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.34%56,605,9001,470,621,282+1,059,533+1.91%
Vanguard PRIMECAP Fund2.00%26,103,992678,181,712-520,000-1.95%
Vanguard Total Stock Market Index...1.55%20,258,458526,314,739+479,465+2.42%
Vanguard 500 Index Fund0.97%12,663,141328,988,403+198,539+1.59%
Vanguard Institutional Index Fund0.91%11,918,888309,652,710+167,129+1.42%
SPDR S&P 500 ETF0.90%11,768,950305,757,321-1,681,553-12.50%
Davis New York Venture Fund0.83%10,828,000281,311,44000.00%
Dodge & Cox Balanced Fund0.77%10,049,900261,096,402-150,000-1.47%
Fidelity Contrafund0.74%9,604,740249,531,145+383,200+4.16%
American Funds Growth Fund of Ame...0.62%8,060,300209,406,59400.00%

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