SCHWAB CHARLES CORP's ticker is SCHW and the CUSIP is 808513105. A total of 1,620 filers reported holding SCHWAB CHARLES CORP in Q4 2022. The put-call ratio across all filers is 0.96 and the average weighting 0.7%.
About SCHWAB CHARLES CORP
Schwab Charles Corp, also known as Charles Schwab, is a financial services company that provides a range of investment and wealth management services to individuals and institutions. The company was founded in 1971 by Charles R. Schwab and has since grown to become one of the largest brokerage firms in the United States.
Charles Schwab offers a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). The company also provides financial planning and advisory services, as well as banking and lending services.
One of the key features of Charles Schwab is its low-cost approach to investing. The company offers commission-free trading on stocks, ETFs, and options, as well as low fees on mutual funds. This has made it a popular choice for investors who are looking to minimize their investment costs.
In addition to its investment services, Charles Schwab is also known for its technology platform. The company offers a range of digital tools and resources to help investors manage their portfolios and make informed investment decisions.
Overall, Charles Schwab is a well-respected financial services company that has built a strong reputation for its low-cost approach to investing and its commitment to providing high-quality services to its clients. Whether you are a seasoned investor or just starting out, Charles Schwab is definitely worth considering as a potential investment partner.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $294,858 | +0.3% | 4,001,324 | -1.5% | 0.98% | +2.0% |
| Q1 2024 | $293,849 | +8.3% | 4,062,060 | +3.0% | 0.97% | -0.9% |
| Q4 2023 | $271,448 | +71.0% | 3,945,458 | +36.4% | 0.98% | +63.9% |
| Q3 2023 | $158,766 | +19.6% | 2,891,911 | +23.4% | 0.60% | +30.2% |
| Q2 2023 | $132,780 | +8.4% | 2,342,617 | +0.2% | 0.46% | +3.4% |
| Q1 2023 | $122,503 | -19.4% | 2,338,733 | +28.1% | 0.44% | -18.8% |
| Q4 2022 | $152,005 | -99.8% | 1,825,663 | +49.7% | 0.54% | +70.0% |
| Q3 2022 | $87,676,000 | -3.3% | 1,219,931 | +13.5% | 0.32% | +32.2% |
| Q1 2022 | $90,627,000 | +72.4% | 1,074,931 | +4.5% | 0.24% | +57.1% |
| Q2 2018 | $52,569,000 | -4.5% | 1,028,718 | -2.4% | 0.15% | -5.5% |
| Q1 2018 | $55,041,000 | -32.8% | 1,054,035 | -33.9% | 0.16% | -30.0% |
| Q4 2017 | $81,960,000 | +7.3% | 1,595,471 | -8.6% | 0.23% | +4.5% |
| Q3 2017 | $76,361,000 | +2.9% | 1,745,783 | +1.0% | 0.22% | +1.4% |
| Q2 2017 | $74,234,000 | +37.4% | 1,727,982 | +30.5% | 0.22% | +35.8% |
| Q1 2017 | $54,020,000 | +53.0% | 1,323,707 | +48.0% | 0.16% | +51.4% |
| Q4 2016 | $35,299,000 | +1609.4% | 894,330 | +1267.5% | 0.11% | +1683.3% |
| Q3 2016 | $2,065,000 | -54.1% | 65,400 | -59.2% | 0.01% | -57.1% |
| Q1 2016 | $4,497,000 | -79.8% | 160,482 | -76.2% | 0.01% | -79.1% |
| Q4 2015 | $22,213,000 | +141.6% | 674,566 | +109.6% | 0.07% | +139.3% |
| Q3 2015 | $9,193,000 | -53.5% | 321,874 | -46.8% | 0.03% | -46.2% |
| Q2 2015 | $19,770,000 | +11.6% | 605,503 | +3.2% | 0.05% | +15.6% |
| Q4 2014 | $17,721,000 | +0.5% | 586,968 | -2.2% | 0.04% | +2.3% |
| Q3 2014 | $17,631,000 | -27.2% | 599,907 | -33.3% | 0.04% | +57.1% |
| Q2 2014 | $24,208,000 | +92.5% | 898,930 | +95.4% | 0.03% | -3.4% |
| Q1 2014 | $12,575,000 | +73.6% | 460,128 | +65.2% | 0.03% | +81.2% |
| Q4 2013 | $7,243,000 | +184.2% | 278,590 | +131.1% | 0.02% | +166.7% |
| Q3 2013 | $2,549,000 | -34.5% | 120,568 | -34.2% | 0.01% | -33.3% |
| Q2 2013 | $3,893,000 | – | 183,371 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RPTC Inc. | 3,822,501 | $281,680,099 | 57.82% |
| TORONTO DOMINION BANK | 225,962,971 | $16,651,186,203 | 26.71% |
| Crown Oak Advisors, LLC | 457,337 | $33,701,188 | 19.04% |
| Theleme Partners LLP | 4,605,545 | $339,382,611 | 16.28% |
| North Peak Capital Management, LLC | 1,782,875 | $131,380,059 | 15.43% |
| Courant Investment Management LLC | 198,499 | $14,627,391 | 13.73% |
| Mount Capital Ltd | 455,208 | $33,544,278 | 13.44% |
| Ruane, Cunniff & Goldfarb L.P. | 7,785,057 | $573,680,850 | 8.94% |
| Blue Whale Capital LLP | 1,227,000 | $90,417,630 | 8.62% |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 3,244,488 | $239,086,357 | 8.22% |