Stock SCHW CHARLES SCHWAB
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Share ownership Charles Schwab

Equities

SCHW

US8085131055

Investment Banking & Brokerage Services

Market Closed - Nyse
Other stock markets
 21:00:02 13/09/2024 BST 		5-day change 1st Jan Change
62.12 USD +0.62% Intraday chart for Charles Schwab -1.24% -9.71%
09-10 Under the Surface, We've Had a Bear Market, Sonders Says MT
09-04 TD Cowen Adjusts Price Target on Charles Schwab to $69 From $71, Maintains Hold Rating MT

Share class: Charles Schwab

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A0600,00000 80.33 %
Stock B04,88400
Stock C0750,00000
Stock D050,893,69500
Stock E12,024,123,5181,666,936,213 ( 82.35 %) 245,678,570 ( 12.14 %)

Major shareholders: Charles Schwab

NameEquities%Valuation
The Toronto-Dominion Bank /New York Branch/
12.71 %
225,962,971 12.71 % 14 710 M $
TD Asset Management, Inc.
7.597 %
135,109,332 7.597 % 8 796 M $
Vanguard Fiduciary Trust Co.
6.872 %
122,207,640 6.872 % 7 956 M $
Chuck Schwab
5.549 %
98,678,219 5.549 % 6 424 M $
Dodge & Cox
4.824 %
85,787,053 4.824 % 5 585 M $
T. Rowe Price International Ltd.
4.790 %
85,194,207 4.790 % 5 546 M $
BlackRock Advisors LLC
4.361 %
77,552,224 4.361 % 5 049 M $
State Street Corp.
3.467 %
61,661,498 3.467 % 4 014 M $
JPMorgan Investment Management, Inc.
2.464 %
43,821,375 2.464 % 2 853 M $
Geode Capital Management LLC
1.670 %
29,696,137 1.670 % 1 933 M $
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NameEquities%Valuation
Metropolitan West Asset Management LLC
-
4,665,000 - 4 M $
TCW Investment Management Co LLC
-
930,000 - 893 079 $
Flaherty & Crumrine, Inc.
-
750,000 - 720 225 $
Curasset Capital Management LLC
-
500,000 - 480 150 $
Ayalon Mutual Funds Ltd.
-
250,000 - 240 075 $
Quaestio Capital Management SGR SpA
-
73,760 - 70 832 $
NameEquities%Valuation
Virtus Fixed Income Advisers LLC
0.000000 %
0 0.000000 % - $
PIMCO Europe Ltd.
0.000000 %
0 0.000000 % - $
Western Asset Management Co. Ltd.
0.000000 %
0 0.000000 % - $
Franklin Templeton International Services SARL
0.000000 %
0 0.000000 % - $
Western Asset Management Company DTVM Ltda.
0.000000 %
0 0.000000 % - $
Sanlam Multi Manager International (Pty) Ltd.
0.000000 %
0 0.000000 % - $
PMG Investment Solutions AG
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Cavanal Hill Investment Management, Inc.
-
800,000 - 749 200 $
DoubleLine Capital LP
-
760,000 - 711 740 $
Goldman Sachs Asset Management International
-
475,000 - 444 838 $
Community Capital Management LLC
-
330,000 - 309 045 $
Manulife Investment Management (Taiwan) Co., Ltd.
-
250,164 - 234 279 $
Jackson National Asset Management LLC
-
242,000 - 226 633 $
National Investment Services of America LLC
-
25,000 - 23 413 $
NameEquities%Valuation
PIMCO Europe Ltd.
-
6,275,000 - 6 M $
Jackson National Asset Management LLC
-
33,000 - 30 736 $
NameEquities%Valuation
Crossmark Global Holdings, Inc.
1.014 %
304,311 1.014 % 8 M $
Mengis Capital Management, Inc.
0.0550 %
16,503 0.0550 % 414 390 $
Estabrook Capital Management LLC
0.0307 %
9,200 0.0307 % 231 012 $
Capital Investment Trust Corp.
0.0267 %
8,002 0.0267 % 200 930 $
1620 Investment Advisors, Inc.
0.002267 %
680 0.002267 % 17 075 $
ORG Partners LLC
0.000100 %
30 0.000100 % 753 $
STUDIO Investment Management LLC
0.000057 %
17 0.000057 % 427 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
Caixa DTVM SA
0.001467 %
208,656 0.001467 % 2 M $
Bram Bradesco Asset Management S/A DTVM
0.000182 %
25,880 0.000182 % 207 879 $
Western Asset Management Company DTVM Ltda.
0.000008 %
1,102 0.000008 % 8 852 $
NameEquities%Valuation
Boyd Watterson Asset Management LLC
0.1698 %
40,750 0.1698 % 870 013 $
First Merchants Bank (Muncie, Indiana)
0.0791 %
18,995 0.0791 % 405 543 $
Roanoke Asset Management Corp.
0.0667 %
16,000 0.0667 % 341 600 $
Fubon Asset Management Co., Ltd.
0.000000 %
0 0.000000 % - $
NameEquities%Valuation
TD Asset Management, Inc.
-
50,893,695 - 3 313 M $
NameEquities%Valuation
Virtus Fixed Income Advisers LLC
-
4,607,000 - 5 M $
CapitalatWork SA
-
2,000,000 - 2 M $
DoubleLine Capital LP
-
850,000 - 839 545 $
CapitalatWork Management Co. SA
-
700,000 - 691 390 $
Payden & Rygel Global Ltd.
-
690,000 - 681 513 $
Flaherty & Crumrine, Inc.
-
253,000 - 249 888 $
Alantra Wealth Management Gestión SGIIC SA
-
250,994 - 247 907 $
Montecito Bank & Trust (Invt Mgmt)
-
100,000 - 98 770 $

Breakdown by shareholder type

Institutional68.31%
Other19.85%
Individuals5.86%
State Street Corp.3.47%
Sumitomo Mitsui Trust Holdings, Inc.0.19%
Manulife Financial Corp.0.12%
Governments0.11%
Markel Group, Inc.0.08%
Rathbones Group Plc0.07%
SEI Investments Co.0.06%
The Bank of Nova Scotia0.06%
Swedbank AB0.03%
Associated Banc-Corp0.03%
Peapack-Gladstone Financial Corp.0.02%
Skandinaviska Enskilda Banken AB0.02%
Corebridge Financial, Inc.0.02%
Regal Partners Ltd.0.01%
Fifth Third Bancorp0.01%
Westpac Banking Corp.0.01%
Unknown1.66%

Based on 1000 largest holdings

Geographical origin of shareholders

United States 68.00%
United Kingdom 10.99%
Canada 8.44%
Individuals 5.86%
Germany 1.81%
Norway 0.91%
Japan 0.44%
Australia 0.38%
Sweden 0.26%
South Korea 0.21%
Netherlands 0.19%
Switzerland 0.19%
Ireland 0.14%
Luxembourg 0.10%
France 0.09%
Italy 0.08%
Belgium 0.06%
Denmark 0.04%
Finland 0.04%
South Africa 0.03%
New Zealand 0.02%
Czech Republic 0.02%
Austria 0.01%
Hong Kong 0.01%
India 0.01%
Spain 0.01%

Based on 1000 largest holdings

Company Profile

Logo Charles Schwab
The Charles Schwab Corporation specializes in brokerage and banking services. Net sales break down by activity as follows: - brokerage and banking services to individual investors (73.6%); - investment services to institutional investors (26.4%). Besides, the group proposes retirement plans services. At the end of 2020, the products and services are ensured through a network of over 400 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong and Singapor.
Employees
32,300
Sector
Investment Banking & Brokerage Services
Calendar
15/09/2024 - August 2024 Sales and Revenue Release - Activities Report
More about the company
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