Charles Schwab Corp (NYSE:SCHW)

Real-Time Quote
 +0.54 / +1.85%
Today’s Change
Today|||52-Week Range
Institutional ownership of SCHW stands at $999.5 million shares or 77.29% of shares outstanding. This is in-line with the Investment Banks/Brokers industry average.
Mutual fund holders39.27%
Other institutional38.02%
Individual stakeholders14.02%

Largest Quarterly Institutional

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

Total value ($)Shares
bought / sold
Dodge & Cox7.04%91,884,9642,602,182,180+1,048,097+1.15%
PRIMECAP Management Co.4.82%62,902,9361,781,411,148-154,319-0.24%
The Vanguard Group, Inc.4.43%57,846,5791,638,215,117+637,318+1.11%
Fidelity Management & Research Co...3.79%49,480,8531,401,297,757+2,441,396+5.19%
SSgA Funds Management, Inc.3.69%48,164,0281,364,005,273-111,370-0.23%
Sands Capital Management LLC3.29%43,010,5431,218,058,578+670,463+1.58%
SPO Partners & Co.3.27%42,656,4871,208,031,71200.00%
BlackRock Fund Advisors3.14%40,935,6931,159,298,826-101,566-0.25%
Brown Advisory LLC2.65%34,634,094980,837,542-1,399,377-3.88%
Invesco Advisers, Inc.1.69%22,113,653626,258,653-1,493,722-6.33%

Top 10 Mutual Funds Holding Charles Schwab

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Dodge & Cox Stock Fund4.25%55,546,3671,573,073,113+1,078,767+1.98%
Vanguard PRIMECAP Fund2.04%26,623,992753,991,45300.00%
Vanguard Total Stock Market Index...1.38%18,055,409511,329,183+481,765+2.74%
SPDR S&P 500 ETF0.95%12,399,241351,146,505+311,319+2.58%
Vanguard 500 Index Fund0.92%12,019,717340,398,385-28,406-0.24%
Vanguard Institutional Index Fund0.90%11,764,074333,158,576+126,353+1.09%
Davis New York Venture Fund0.83%10,828,000306,648,96000.00%
Dodge & Cox Balanced Fund0.78%10,199,900288,861,16800.00%
Fidelity Contrafund0.71%9,257,718262,178,574-1,257,442-11.96%
Fidelity Capital Appreciation Fun...0.61%8,014,546226,971,943+1,072,800+15.45%

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