Security key
808513105
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,075,459,175
- Total 13F value
- $47,035,007,094
- Share change
- +5,992,170
- Put/Call ratio
- 57%
- SEC-reported price per share
- $43.74
- Number of holders
- 914
- Value change
- +$265,986,074
- Number of buys
- 407
- Number of sells
- 400
- Shares outstanding
- 1,740,333,802
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2017
Institutions
914
Top holders
10
SCHW full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2017
Previous quarter: Q2 2017
SCHWAB CHARLES CORP SEC filings
SCHWAB CHARLES CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 808513105
Recent filing periods:
Ownership snapshot
Top reported holders of SCHW - SCHWAB CHARLES CORP - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
DODGE & COX
Disclosed value leader
DODGE & COX
Comparable rows
15/15
Latest evidence
30 Jun 2017
13F
Lead comparable stake: 5.4%
Showing 1-6 of 15 holder rows.
Quick read
DODGE & COX leads the comparable SEC ownership view at 5.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens DODGE & COX's linked filing trail.
Comparable ownership
Top 5
DODGE & COX
5.4%
VANGUARD GROUP INC
4.7%
BlackRock Finance, Inc.
4.2%
STATE STREET CORP
3.5%
PRIMECAP MANAGEMENT CO/CA/
2.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DODGE & COX |
13F
Company
|
5.4%
|
$4,071,644,000
94,777,563 shares
|
— | 30 Jun 2017 |
| VANGUARD GROUP INC |
13F
Company
|
4.7%
|
$3,519,523,000
81,925,586 shares
|
— | 30 Jun 2017 |
| BlackRock Finance, Inc. |
13F
Company
|
4.2%
|
$3,164,699,000
73,666,134 shares
|
— | 30 Jun 2017 |
| STATE STREET CORP |
13F
Company
|
3.5%
|
$2,591,824,000
60,331,037 shares
|
— | 30 Jun 2017 |
| PRIMECAP MANAGEMENT CO/CA/ |
13F
Company
|
2.3%
|
$1,709,452,000
39,791,709 shares
|
— | 30 Jun 2017 |
| JPMORGAN CHASE & CO |
13F
Company
|
2.3%
|
$1,700,193,000
39,576,199 shares
|
— | 30 Jun 2017 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2017
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
914
Shares
1,075,459,175
Rows available
914
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2017 vs Q2 2017 Across Filers
Q2 2017 holders
894
Q3 2017 holders
914
Holder diff
20
| Investor | Q2 2017 Shares | Q3 2017 Shares | Share Diff | Share Chg % | Q2 2017 value | Q3 2017 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend