Charles Schwab Corp (NYSE:SCHW)

During the Trading Day
26.84 +0.73 / +2.80%
Data as of 4:04pm ET
Day’s Change
During After-Hours   Switch to standard view »
26.80 -0.04 / -0.15%
 
Volume: 37.6K
Institutional investors purchased a net $3.1 million shares of SCHW during the quarter ended December 2013, and now own 77.25% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Mutual fund holders41.88%
Other institutional35.37%
Individual stakeholders14.73%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

2/28/2014STANDARD LIFE INVESTMENTS LTD.  Bought 240.6 Thousand shares of Charles Schwab Corp
2/28/2014FROST INVESTMENT ADVISORS LLC  Bought 237.9 Thousand shares of Charles Schwab Corp
2/28/2014STANDARD LIFE INVESTMENTS, INC. ...  Bought 39.1 Thousand shares of Charles Schwab Corp

Top 10 Owners of Charles Schwab Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox, Inc.6.94%90,120,8172,463,001,929-2,514,200-2.71%
PRIMECAP Management Co.5.22%67,797,1041,852,894,852-2,471,499-3.52%
The Vanguard Group, Inc.4.18%54,327,0181,484,757,402+895,991+1.68%
Fidelity Management & Research Co...3.88%50,425,4601,378,127,822+12,852,273+34.21%
SSgA Funds Management, Inc.3.77%48,911,4791,336,750,721+1,761,192+3.74%
SPO Partners & Co.3.57%46,349,4871,266,731,48000.00%
Capital Research & Management Co....3.31%42,925,1001,173,142,98300.00%
Sands Capital Management LLC3.28%42,624,0911,164,916,407+24,513,072+135.35%
BlackRock Fund Advisors3.09%40,181,6901,098,165,588+461,351+1.16%
Brown Advisory LLC2.52%32,689,163893,394,825+382,253+1.18%

Top 10 Mutual Funds Holding Charles Schwab Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.16%54,054,2001,477,301,286-300,000-0.55%
Vanguard PRIMECAP Fund2.20%28,515,900779,339,547-1,150,000-3.88%
American Funds Growth Fund of Ame...1.65%21,440,100585,957,93300.00%
Vanguard Total Stock Market Index...1.29%16,764,883458,184,252+118,196+0.71%
American Funds Fundamental Invest...1.27%16,465,000449,988,45000.00%
Vanguard Institutional Index Fund0.89%11,487,021313,940,284+22,600+0.20%
Vanguard 500 Index Fund0.87%11,318,394309,331,708+60,720+0.54%
SPDR S&P 500 ETF0.85%10,994,138300,469,792+12,478+0.11%
Davis New York Venture Fund0.83%10,828,000295,929,24000.00%
Dodge & Cox Balanced Fund0.79%10,199,900278,763,267-1,150,000-10.13%

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