SCHWAB CHARLES CORP shareholders Q3 2022

SCHWAB CHARLES CORP's ticker is SCHW and the CUSIP is 808513105. A total of 1,504 filers reported holding SCHWAB CHARLES CORP in Q3 2022. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

SCHWAB CHARLES CORP shareholders Q3 2022
NameSharesValueWeighting ↓
DODGE & COX 80,511,141$5,786,336,0004.38%
MAR VISTA INVESTMENT PARTNERS LLC 1,342,192$96,463,0004.31%
Biechele Royce Advisors 122,499$8,804,0004.14%
OAK ASSOCIATES LTD /OH/ 676,764$48,639,0004.13%
Blume Capital Management, Inc. 151,299$10,874,0004.10%
JACOBSON & SCHMITT ADVISORS, LLC 178,059$12,797,0004.09%
MARSHALL & SULLIVAN INC /WA/ 80,178$5,762,0003.98%
FIDUCIARY MANAGEMENT INC /WI/ 5,242,886$376,806,0003.97%
SADOFF INVESTMENT MANAGEMENT LLC 700,377$50,336,0003.92%
F/M Investments LLC 33,565$2,412,0003.91%
AMI ASSET MANAGEMENT CORP 741,289$53,276,0003.90%
LATHROP INVESTMENT MANAGEMENT CORP 204,967$14,731,0003.89%
PRING TURNER CAPITAL GROUP INC 53,585$3,851,0003.88%
Glaxis Capital Management, LLC 3,654$263,0003.80%
Westbourne Investment Advisors, Inc. 99,778$7,171,0003.80%
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 183,517$13,189,0003.78%
Greenwich Wealth Management LLC 480,372$34,524,0003.68%
Cohen Capital Management, Inc. 231,096$16,609,0003.66%
RWC Asset Management LLP 1,517,360$109,053,0003.66%
Kerrisdale Advisers, LLC 208,531$14,987,0003.64%
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.

External links

This page lists SCHWAB CHARLES CORP's shareholders in Q3 2022. To view SCHWAB CHARLES CORP's shareholder history, click here.