What does CUSIP 808513105 represent in this 13F holders report?

CUSIP 808513105 is the security identifier for SCHW - SCHWAB CHARLES CORP - Common Stock used to aggregate holder disclosures.

How many institutions held SCHW - SCHWAB CHARLES CORP - Common Stock in Q4 2016?

853 institutional investors reported SCHW - SCHWAB CHARLES CORP - Common Stock for Q4 2016. Use the holders table for investor-level position and value details.

SCHWAB CHARLES CORP - Common Stock (SCHW)

CUSIP: 808513105

Q4 2016 13F Holders as of 31 Dec 2016

Type / Class: Equity / Common Stock
Shares outstanding: 1,814,100,049
Total 13F shares: 1,043,382,784
Share change: +13,313,847
Total reported value: $41,180,155,147
Put/Call ratio: 47%
Price per share: $39.47
Number of holders: 853
Value change: +$598,930,283
Number of buys: 391
Number of sells: 370

Quarterly Holders Quick Answers

What is CUSIP 808513105?
CUSIP 808513105 identifies SCHW - SCHWAB CHARLES CORP - Common Stock in SEC institutional holdings data.

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Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q1 2017
Previous quarter: Q3 2016

Recent filing periods for CUSIP 808513105:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of SCHW - SCHWAB CHARLES CORP - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
DODGE & COX	13F	Company	5.6%	101,788,384	$3,213,459,000	—	30 Sep 2016	13F
VANGUARD GROUP INC	13F	Company	4.1%	74,389,556	$2,348,479,000	—	30 Sep 2016	13F
STATE STREET CORP	13F	Company	3.1%	57,002,634	$1,799,573,000	—	30 Sep 2016	13F
PRIMECAP MANAGEMENT CO/CA/	13F	Company	2.9%	52,657,350	$1,662,393,000	—	30 Sep 2016	13F
JPMORGAN CHASE & CO	13F	Company	1.9%	34,223,484	$1,080,903,000	—	30 Sep 2016	13F
BlackRock Institutional Trust Company, N.A.	13F	Company	1.9%	33,656,315	$1,062,530,000	—	30 Sep 2016	13F
SANDS CAPITAL MANAGEMENT, LLC	13F	Company	1.8%	32,696,635	$1,032,233,000	—	30 Sep 2016	13F
FMR LLC	13F	Company	1.3%	22,806,415	$719,999,000	—	30 Sep 2016	13F
PARNASSUS INVESTMENTS, LLC	13F	Company	1.2%	22,058,864	$696,398,000	—	30 Sep 2016	13F
SPO ADVISORY CORP	13F	Company	1%	18,729,124	$591,279,000	—	30 Sep 2016	13F
EDGEWOOD MANAGEMENT LLC	13F	Company	1%	18,280,995	$577,131,000	—	30 Sep 2016	13F
PRICE T ROWE ASSOCIATES INC /MD/	13F	Company	0.92%	16,620,867	$524,721,000	—	30 Sep 2016	13F
Invesco Ltd.	13F	Company	0.92%	16,609,943	$524,377,000	—	30 Sep 2016	13F
DAVIS SELECTED ADVISERS	13F	Company	0.89%	16,147,073	$509,763,000	—	30 Sep 2016	13F
Bank of New York Mellon Corp	13F	Company	0.89%	16,080,657	$507,665,000	—	30 Sep 2016	13F
BlackRock Fund Advisors	13F	Company	0.86%	15,556,474	$491,118,000	—	30 Sep 2016	13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	13F	Company	0.84%	15,174,608	$479,063,000	—	30 Sep 2016	13F
NORTHERN TRUST CORP	13F	Company	0.83%	15,111,496	$477,070,000	—	30 Sep 2016	13F
BlackRock Group LTD	13F	Company	0.77%	14,013,889	$442,418,000	—	30 Sep 2016	13F
ALLIANCEBERNSTEIN L.P.	13F	Company	0.76%	13,871,291	$437,916,000	—	30 Sep 2016	13F
Theleme Partners LLP	13F	Company	0.73%	13,256,900	$418,520,000	—	30 Sep 2016	13F
AMERIPRISE FINANCIAL INC	13F	Company	0.73%	13,231,635	$417,722,000	—	30 Sep 2016	13F
SQ Advisors, LLC	13F	Company	0.61%	11,038,493	$348,485,000	—	30 Sep 2016	13F
LAZARD ASSET MANAGEMENT LLC	13F	Company	0.57%	10,338,724	$326,392,000	—	30 Sep 2016	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.56%	10,218,177	$322,588,000	—	30 Sep 2016	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.52%	9,480,209	$298,770,000	—	30 Sep 2016	13F
Egerton Capital (UK) LLP	13F	Company	0.52%	9,354,272	$295,314,000	—	30 Sep 2016	13F
Brave Warrior Advisors, LLC	13F	Company	0.51%	9,166,877	$289,398,000	—	30 Sep 2016	13F
RUANE, CUNNIFF & GOLDFARB INC	13F	Company	0.49%	8,838,730	$279,039,000	—	30 Sep 2016	13F
EATON VANCE MANAGEMENT	13F	Company	0.47%	8,533,869	$269,414,000	—	30 Sep 2016	13F
PUTNAM INVESTMENTS LLC	13F	Company	0.44%	7,954,368	$251,120,000	—	30 Sep 2016	13F
FRANKLIN RESOURCES INC	13F	Company	0.41%	7,360,094	$232,288,000	—	30 Sep 2016	13F
abrdn Investment Management Ltd	13F	Company	0.37%	6,685,187	$211,084,000	—	30 Sep 2016	13F
BAMCO INC /NY/	13F	Company	0.37%	6,664,784	$210,407,000	—	30 Sep 2016	13F
Clearbridge Investments, LLC	13F	Company	0.34%	6,252,179	$197,381,000	—	30 Sep 2016	13F
BROWN ADVISORY INC	13F	Company	0.3%	5,489,845	$173,314,000	—	30 Sep 2016	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.3%	5,408,456	$170,745,000	—	30 Sep 2016	13F
WEDGEWOOD PARTNERS INC	13F	Company	0.29%	5,250,094	$165,745,000	—	30 Sep 2016	13F
DEUTSCHE BANK AG\	13F	Company	0.28%	5,167,746	$163,139,000	—	30 Sep 2016	13F
Legal & General Group Plc	13F	Company	0.27%	4,921,088	$155,236,000	—	30 Sep 2016	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.25%	4,455,882	$140,672,000	—	30 Sep 2016	13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	13F	Company	0.24%	4,422,981	$139,632,000	—	30 Sep 2016	13F
GENERATION INVESTMENT MANAGEMENT LLP	13F	Company	0.24%	4,400,072	$138,910,000	—	30 Sep 2016	13F
Broad Run Investment Management, LLC	13F	Company	0.23%	4,231,943	$133,602,000	—	30 Sep 2016	13F
TIAA CREF INVESTMENT MANAGEMENT LLC	13F	Company	0.23%	4,231,180	$133,578,000	—	30 Sep 2016	13F
Route One Investment Company, L.P.	13F	Company	0.23%	4,145,500	$130,873,000	—	30 Sep 2016	13F
BlackRock Finance, Inc.	13F	Company	0.22%	4,064,124	$128,304,000	—	30 Sep 2016	13F
Neuberger Berman Group LLC	13F	Company	0.22%	4,015,246	$126,761,000	—	30 Sep 2016	13F
DSM CAPITAL PARTNERS LLC	13F	Company	0.21%	3,897,342	$123,041,000	—	30 Sep 2016	13F
NEW YORK STATE COMMON RETIREMENT FUND	13F	Company	0.21%	3,788,930	$119,617,000	—	30 Sep 2016	13F

Institutional Holders of SCHWAB CHARLES CORP - Common Stock (SCHW) as of Q4 2016

As of 31 Dec 2016, SCHWAB CHARLES CORP - Common Stock (SCHW) was held by 853 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,043,382,784 shares. The largest 10 holders included DODGE & COX, VANGUARD GROUP INC, STATE STREET CORP, PRIMECAP MANAGEMENT CO/CA/, JPMORGAN CHASE & CO, PRICE T ROWE ASSOCIATES INC /MD/, BlackRock Institutional Trust Company, N.A., SANDS CAPITAL MANAGEMENT, LLC, FMR LLC, and PARNASSUS INVESTMENTS /CA. This page lists 855 institutional shareholders reporting positions in this security for the Q4 2016 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q4 2016 vs Q3 2016 Across Filers

Q3 2016 holders

776

Q4 2016 holders

853

Holder diff

Investor	Q3 2016 Shares	Q4 2016 Shares	Share Diff	Share Chg %	Q3 2016 Value $	Q4 2016 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.