Charles Schwab Corp (NYSE:SCHW)

31.65
Delayed Data
As of May 29
 -0.25 / -0.78%
Today’s Change
23.35
Today|||52-Week Range
32.43
+4.84%
Year-to-Date
Institutional investors purchased a net $10.5 million shares of SCHW during the quarter ended March 2015, and now own 78.68% of the total float, a percentage that is typical for companies in the Investment Banks/Brokers industry.
Mutual fund holders40.25%
Other institutional38.44%
Individual stakeholders12.77%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015CAPITAL RESEARCH & MANAGEMENT CO...  Bought 5.3 Million shares of Charles Schwab
3/31/2015JANUS CAPITAL MANAGEMENT LLC  Bought 4.8 Million shares of Charles Schwab
3/31/2015GE ASSET MANAGEMENT, INC.  Bought 3.6 Million shares of Charles Schwab

Top 10 Owners of Charles Schwab

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox7.21%94,671,9372,887,494,079+1,506,160+1.62%
The Vanguard Group, Inc.4.86%63,861,9951,947,790,848+2,386,925+3.88%
PRIMECAP Management Co.4.64%60,917,4681,857,982,774-783,382-1.27%
SSgA Funds Management, Inc.3.67%48,222,9991,470,801,470-2,163,131-4.29%
Sands Capital Management LLC3.36%44,155,6021,346,745,861+642,760+1.48%
BlackRock Fund Advisors3.23%42,355,9161,291,855,438+24,713+0.06%
Fidelity Management & Research Co...3.22%42,243,3811,288,423,121-4,822,867-10.25%
Brown Advisory LLC2.41%31,678,316966,188,638-1,638,674-4.92%
SPO Partners & Co.2.32%30,439,587928,407,404-2,766,500-8.33%
Invesco Advisers, Inc.1.67%21,977,174670,303,807+2,201,940+11.13%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Dodge & Cox Stock Fund4.40%57,805,9001,763,079,950+1,200,000+2.12%
Vanguard PRIMECAP Fund1.99%26,103,100796,144,550-892-0.00%
Vanguard Total Stock Market Index...1.59%20,858,110636,172,355+52,217+0.25%
Vanguard 500 Index Fund0.99%13,030,268397,423,174+61,994+0.48%
Vanguard Institutional Index Fund0.93%12,168,335371,134,218+7,800+0.06%
SPDR S&P 500 ETF0.82%10,720,815326,984,858-843,050-7.29%
Dodge & Cox Balanced Fund0.78%10,229,900312,011,950+180,000+1.79%
Parnassus Core Equity Fund0.74%9,743,778297,185,229+1,969,278+25.33%
Davis New York Venture Fund0.72%9,499,514289,735,177-1,328,486-12.27%
American Funds Growth Fund of Ame...0.65%8,557,000260,988,50000.00%

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