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Charles Schwab Corp (NYSE:SCHW)

41.10
Delayed Data
As of 4:02pm ET
 +0.77 / +1.91%
Today’s Change
21.51
Today|||52-Week Range
41.85
+4.13%
Year-to-Date
Institutional investors purchased a net $28.7 million shares of SCHW during the quarter ended September 2016, and now own 78.81% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Mutual fund holders42.20%
Other institutional36.61%
Individual stakeholders13.04%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

10/31/2016LAZARD ASSET MANAGEMENT PACIFIC ...  Bought 399.0 Thousand shares of Charles Schwab
12/31/2016SHELL ASSET MANAGEMENT COMPANY B...  Bought 181.2 Thousand shares of Charles Schwab
12/31/2016ATALANTA SOSNOFF MANAGEMENT LLC  Bought 152.6 Thousand shares of Charles Schwab

Top 10 Owners of Charles Schwab

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox7.68%101,788,3844,017,587,516-1,143,085-1.11%
The Vanguard Group, Inc.5.61%74,389,5562,936,155,775+1,770,088+2.44%
SSgA Funds Management, Inc.4.30%57,002,6342,249,893,964+11,556,526+25.43%
PRIMECAP Management Co.3.97%52,657,3502,078,385,605-2,100,153-3.84%
BlackRock Fund Advisors3.71%49,212,7891,942,428,782+1,754,867+3.70%
Sands Capital Management LLC2.47%32,696,6351,290,536,183-2,078,350-5.98%
JPMorgan Investment Management, I...1.94%25,680,3821,013,604,678+390,964+1.55%
Parnassus Investments1.66%22,058,864870,663,362+1,574,908+7.69%
Fidelity Management & Research Co...1.65%21,900,664864,419,208-709,179-3.14%
SPO Partners & Co.1.41%18,729,124739,238,52400.00%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.67%61,864,4002,441,787,86800.00%
Vanguard Total Stock Market Index...1.90%25,133,179992,006,575+318,939+1.29%
Vanguard PRIMECAP Fund1.90%25,134,400992,054,768-598,700-2.33%
Vanguard 500 Index Fund1.29%17,135,934676,355,315+215,460+1.27%
Parnassus Core Equity Fund1.23%16,324,331644,321,34500.00%
Vanguard Institutional Index Fund1.00%13,319,716525,729,191+71,900+0.54%
SPDR S&P 500 ETF0.99%13,146,852518,906,248+34,750+0.27%
Dodge & Cox Balanced Fund0.84%11,162,900440,599,66300.00%
SPDR Series - Financial Select Se...0.68%9,015,568355,844,469+38,920+0.43%
Advisors Inner Circle - Edgewood ...0.60%7,881,414311,079,411+3,295,775+71.87%