Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Charles Schwab Corp (NYSE:SCHW)

39.52
Delayed Data
As of May 26
 +0.11 / +0.28%
Today’s Change
23.83
Today|||52-Week Range
43.65
+0.13%
Year-to-Date
Institutional investors purchased a net $19.6 million shares of SCHW during the quarter ended March 2017, and now own 80.51% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Mutual fund holders42.38%
Other institutional38.13%
Individual stakeholders12.85%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2017T. ROWE PRICE ASSOCIATES, INC.  Bought 8.2 Million shares of Charles Schwab
3/31/2017FINDLAY PARK PARTNERS LLP  Bought 5.4 Million shares of Charles Schwab
3/31/2017FIDELITY MANAGEMENT & RESEARCH C...  Bought 4.2 Million shares of Charles Schwab

Top 10 Owners of Charles Schwab

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox7.15%95,552,1253,712,200,056-1,071,449-1.11%
The Vanguard Group, Inc.5.94%79,388,6393,084,248,625+3,063,203+4.01%
SSgA Funds Management, Inc.4.59%61,292,2762,381,204,923+136,333+0.22%
BlackRock Fund Advisors3.76%50,268,3241,952,924,387-469,423-0.93%
T. Rowe Price Associates, Inc.3.18%42,512,8921,651,625,854+8,230,375+24.01%
PRIMECAP Management Co.3.10%41,371,4241,607,279,822-3,868,576-8.55%
JPMorgan Investment Management, I...2.19%29,279,6891,137,515,918-3,955,662-11.90%
Sands Capital Management LLC2.18%29,154,2981,132,644,477-1,118,527-3.69%
Fidelity Management & Research Co...1.98%26,485,0471,028,944,076+4,152,326+18.59%
SPO Partners & Co.1.24%16,614,924645,489,797+2,893,600+21.09%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.40%58,867,6002,287,006,26000.00%
Vanguard Total Stock Market Index...2.01%26,845,9281,042,964,303+279,622+1.05%
Vanguard PRIMECAP Fund1.55%20,690,500803,825,925-4,443,900-17.68%
Vanguard 500 Index Fund1.40%18,670,150725,335,328+138,645+0.75%
SPDR S&P 500 ETF1.04%13,848,884538,029,143-260,514-1.85%
Vanguard Institutional Index Fund1.00%13,301,111516,748,162+33,099+0.25%
Dodge & Cox Balanced Fund0.74%9,825,000381,701,250-626,000-5.99%
SPDR Series - Financial Select Se...0.71%9,547,300370,912,605-55,935-0.58%
T Rowe Price Growth Stock Fund0.69%9,190,300357,043,155+571,790+6.63%
Parnassus Core Equity Fund0.67%9,005,055349,846,38700.00%