Charles Schwab Corp (NYSE:SCHW)

28.30
Data as of Nov 26
 -0.07 / -0.25%
Today’s Change
23.35
Today|||52-Week Range
31.00
+8.85%
Year-to-Date
Institutional ownership of SCHW stands at $998.7 million shares or 77.44% of shares outstanding. This is in-line with the Investment Banks/Brokers industry average.
Mutual fund holders39.92%
Other institutional37.53%
Individual stakeholders14.05%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2014CAPITAL RESEARCH & MANAGEMENT CO...  Bought 4.5 Million shares of Charles Schwab
9/30/2014STANDARD LIFE INVESTMENTS (USA) ...  Bought 3.8 Million shares of Charles Schwab
9/30/2014CITADEL ADVISORS LLC  Bought 2.7 Million shares of Charles Schwab

Top 10 Owners of Charles Schwab

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox, Inc.7.05%91,884,9642,634,341,918+1,048,097+1.15%
PRIMECAP Management Co.4.83%62,902,9361,803,427,175-154,319-0.24%
The Vanguard Group, Inc.4.44%57,846,5791,658,461,420+637,318+1.11%
Fidelity Management & Research Co...3.80%49,480,8531,418,616,056+2,441,396+5.19%
SSgA Funds Management, Inc.3.70%48,164,0281,380,862,683-111,370-0.23%
Sands Capital Management LLC3.30%43,010,5431,233,112,268+670,463+1.58%
SPO Partners & Co.3.27%42,656,4871,222,961,48200.00%
BlackRock Fund Advisors3.14%40,935,6931,173,626,318-101,566-0.25%
Brown Advisory LLC2.66%34,634,094992,959,475-1,399,377-3.88%
Invesco Advisers, Inc.1.70%22,113,653633,998,432-1,493,722-6.33%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.26%55,546,3671,592,514,342+1,078,767+1.98%
Vanguard PRIMECAP Fund2.04%26,623,992763,309,85100.00%
Vanguard Total Stock Market Index...1.39%18,055,409517,648,576+481,765+2.74%
SPDR S&P 500 ETF0.93%12,087,922346,560,724+320,460+2.72%
Vanguard 500 Index Fund0.92%12,019,717344,605,286-28,406-0.24%
Vanguard Institutional Index Fund0.90%11,764,074337,276,002+126,353+1.09%
Davis New York Venture Fund0.83%10,828,000310,438,76000.00%
Fidelity Contrafund0.81%10,515,160301,469,637+1,454,400+16.05%
Dodge & Cox Balanced Fund0.78%10,199,900292,431,13300.00%
Vanguard Capital Opportunity Fund0.59%7,659,000219,583,53000.00%

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