Security key
808513105
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 1,740,333,802
- Total 13F shares
- 1,468,986,494
- Share change
- -85,216,672
- Total reported value
- $76,918,884,962
- Put/Call ratio
- 116%
- Reported price per share
- $52.38
- Number of holders
- 1,650
- Value change
- -$5,730,648,859
- Number of buys
- 1,047
- Number of sells
- 664
Security identity
Holder snapshot
Report period
Q1 2023
Institutions
1,650
Top holders
10
SCHW full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
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.
Lead holder
TORONTO DOMINION BANK
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2022
13F
Lead comparable stake: 13%
Showing 1-6 of 15 holder rows.
Rank 1 holder
TORONTO DOMINION BANK
13F
- Ownership
- 13%
- Position
- $18.82B
Rank 2 holder
VANGUARD GROUP INC
13F
- Ownership
- 7.2%
- Position
- $10.48B
Rank 3 holder
BlackRock Finance, Inc.
13F
- Ownership
- 6.1%
- Position
- $8.9B
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| TORONTO DOMINION BANK |
13F
Company
|
13%
|
$18,816,289,000
225,994,826 shares
|
— | 31 Dec 2022 |
| VANGUARD GROUP INC |
13F
Company
|
7.2%
|
$10,481,457,360
125,888,270 shares
|
— | 31 Dec 2022 |
| BlackRock Finance, Inc. |
13F
Company
|
6.1%
|
$8,895,506,743
106,840,100 shares
|
— | 31 Dec 2022 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
4.6%
|
$6,648,084,534
79,847,280 shares
|
— | 31 Dec 2022 |
| DODGE & COX |
13F
Company
|
4.4%
|
$6,446,716,060
77,428,730 shares
|
— | 31 Dec 2022 |
| STATE STREET CORP |
13F
Company
|
3.8%
|
$5,436,467,445
65,295,069 shares
|
— | 31 Dec 2022 |
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 Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1,650
Shares
1,468,986,494
Rows available
1,650
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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 failed the local validity check.
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
1,605
Q1 2023 holders
1,650
Holder diff
45
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend