Schwab Charles Corp

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Schwab Charles Corp
TickerSCHW
CIK #0000316709
CUSIP808513105
SectorFinance - Security Brokers, Dealers & Flotation Companies
Address211 Main Street, San Francisco, CA 94105
Source [EDGAR]
CIK Filing 2011 - 2025
[0000316709] 10-K
[0000316709] 10-Q
[0000316709] 3
[0000316709] 4
[0000316709] 5
[0000316709] 8-K
[0000316709] SC 13D
[0000316709] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Dodge & Cox Schwab Charles Corp [2024-11-13] 81945.0
BlackRock Inc Schwab Charles Corp [2021-01-29] 5.5
Toronto Dominion Bank Schwab Charles Corp [2020-10-16] 0.87
Schwab Charles Corp TD Ameritrade Holding Corp [2019-12-04] 52.9
Price T Rowe Associates Inc /MD/ Schwab Charles Corp [2019-02-14] 5.8
BlackRock Inc Schwab Charles Corp [2017-01-30] 6.0
Vanguard Group Inc Schwab Charles Corp [2016-02-11] 5.23
PRIMECAP Management Co/CA/ Schwab Charles Corp [2012-03-07] 5.09
Dodge & Cox Schwab Charles Corp [2012-02-10] 6.5
PRIMECAP Management Co/CA/ Schwab Charles Corp [2012-01-09] 5.01
Form 3/4/5 Filer 2011 - 2025
Schwab Charles Corp
Schwab Charles R.
Schwab-Pomerantz Carolyn
Woolway Paul V
Wurster Richard A
Murtagh Nigel J
Dea Joan
Bettinger Walter W
Ruffel Charles A.
Brown Marianne Catherine
Ellis Stephen A
Herringer Frank C
Beatty Jonathan S
Verdeschi Michael D
Sneed Paula A
Ricketts Todd M
Martin-Flickinger Gerri
Sarin Arun
Adams John K Jr
Dodds Christopher V
Morgan Peter J. III
Craig Jonathan M.
Masrani Bharat
Clark Bernard J.
Levitt Brian M
Crawford Peter B.
Martinetto Joseph R
Goldfarb Mark A
Haraf William S
Walther Roger O
McLin Stephen T
Kallsen Terri R
Chandoha Marie A
Garfield David R
Wilson Robert N
Butcher C Preston
Bechtle Nancy H
Allen Jay L
McCool James D
Gill George A.
Clendening John S
Brown Jeffrey T
Dwyer Carrie E
Brigeman Benjamin L
Form 13F Holdings
Firm Period DFND Voting Shares
Vanguard Group Inc [2025-06-30] SOLE 0 143,065,322
BlackRock, Inc. [2025-06-30] SOLE 113,128,741 128,211,117
Dodge & Cox [2025-06-30] SOLE 80,641,835 84,357,885
State Street Corp [2025-06-30] DFND 9,321,924 72,464,619
JPMorgan Chase & Co [2025-06-30] DFND 59,858,959 70,316,261
Geode Capital Management LLC [2025-06-30] DFND 37,342,962 37,381,183
FMR LLC [2025-06-30] DFND 30,270,149 34,579,061
Franklin Resources Inc [2025-06-30] DFND 29,319,626 30,033,325
Morgan Stanley [2025-06-30] DFND 18,220,625 24,088,854
Harris Associates L P [2025-06-30] SOLE 20,602,150 22,303,098
Fisher Asset Management LLC [2025-06-30] DFND 19,777,376 21,376,690
Norges Bank [2025-06-30] SOLE 20,713,047 20,713,047
PRIMECAP Management Co/CA/ [2025-06-30] SOLE 18,408,562 19,034,806
Artisan Partners Limited Partnership [2025-06-30] SOLE 16,817,410 18,176,812
Bank of America Corp /DE/ [2025-06-30] DFND 2,101,114 17,486,566
Northern Trust Corp [2025-06-30] DFND 16,484,477 16,738,919
Viking Global Investors LP [2025-06-30] SOLE 15,773,225 15,773,225
AllianceBernstein LP [2025-06-30] DFND 13,028,451 15,374,233
Invesco Ltd. [2025-06-30] DFND 0 15,175,398
Bank of New York Mellon Corp [2025-06-30] DFND 11,746,070 14,007,155
Generation Investment Management LLP [2025-06-30] SOLE 73,441 13,885,456
Wellington Management Group LLP [2025-06-30] DFND 0 12,448,953
Brown Advisory Inc [2025-06-30] DFND 11,008,205 12,162,260
Massachusetts Financial Services Co /MA/ [2025-06-30] DFND 0 11,068,978
UBS Group AG [2025-06-30] DFND 9,854,228 11,018,713
Goldman Sachs Group Inc [2025-06-30] DFND 10,320,405 10,714,283
Flossbach von Storch SE [2025-06-30] SOLE 9,360,525 10,580,171
Charles Schwab Investment Management Inc [2025-06-30] SOLE 9,472,454 9,472,454
Ameriprise Financial Inc [2025-06-30] DFND 0 9,162,235
Legal & General Group Plc [2025-06-30] DFND 7,781,135 8,569,949
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