Schwab Charles Corp

-

Stock Issuer and Owners

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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
Prev | Page 4 | Next
Terms | Privacy | Guide
tony@aum13f.com