The Charles Schwab Corporation - Common Stock, par value $0.01 per share (SCHW)

Historical Holders from Q1 2014 to Q1 2025

Symbol
SCHW on NYSE
CUSIP
808513105
Type / Class
Equity / Common Stock, par value $0.01 per share
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
1.5B
Holdings value
$111B
% of all portfolios
0.091%
Grand Portfolio weight change
+0.005%
Number of holders
1939
Number of buys
835
Number of sells
-845
Average Value change %
-0.02%
Average buys %
+0.009%
Average sells %
-0.024%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of The Charles Schwab Corporation - Common Stock, par value $0.01 per share (SCHW)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TORONTO DOMINION BANK 0.1% $98.7M 1.33M The Toronto-Dominion Bank Feb 10, 2025

Institutional Holders of The Charles Schwab Corporation - Common Stock, par value $0.01 per share (SCHW)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 20M $1.56B +$159M $78.28 340
2024 Q4 1.5B $111B +$2.64B $74.01 1,939
2024 Q3 1.46B $94.8B -$2.91B $64.81 1,834
2024 Q2 1.5B $110B +$1.48B $73.69 1,880
2024 Q1 1.48B $107B -$184M $72.34 1,869
2023 Q4 1.49B $102B +$2.98B $68.80 1,826
2023 Q3 1.44B $79.2B +$65.1M $54.90 1,700
2023 Q2 1.42B $80.5B -$1.29B $56.68 1,738
2023 Q1 1.43B $74.7B -$5.63B $52.38 1,627
2022 Q4 1.54B $128B +$18.1B $83.26 1,583
2022 Q3 1.34B $96.7B +$1.61B $71.87 1,484
2022 Q2 1.32B $83.6B -$112M $63.18 1,451
2022 Q1 1.33B $112B +$580M $84.31 1,519
2021 Q4 1.33B $112B +$1.62B $84.10 1,466
2021 Q3 1.31B $95.2B -$341M $72.84 1,321
2021 Q2 1.31B $95.3B +$539M $72.81 1,313
2021 Q1 1.3B $84.8B -$192M $65.18 1,283
2020 Q4 1.3B $69.1B +$9.75B $53.04 1,173
2020 Q3 1.02B $37.1B +$251M $36.23 1,018
2020 Q2 1.1B $37.2B +$262M $33.74 1,051
2020 Q1 1.09B $36.7B +$1.55B $33.62 1,037
2019 Q4 962M $45.7B +$1.37B $47.56 1,139
2019 Q3 1.02B $42.7B -$893M $41.83 1,042
2019 Q2 1.04B $41.9B -$2.28M $40.19 1,077
2019 Q1 1.07B $45.6B -$36.7M $42.76 1,076
2018 Q4 1.07B $44.3B -$869M $41.53 1,031
2018 Q3 1.05B $51.6B -$391M $49.15 1,053
2018 Q2 1.1B $56B +$656M $51.10 1,040
2018 Q1 1.08B $56.6B -$169M $52.22 1,017
2017 Q4 1.07B $54.8B +$603M $51.37 995
2017 Q3 1.08B $47B +$274M $43.74 908
2017 Q2 1.07B $46.1B +$759M $42.96 889
2017 Q1 1.06B $43.3B +$3.63B $40.81 892
2016 Q4 1.04B $41.2B +$580M $39.47 850
2016 Q3 1.03B $32.4B +$673M $31.57 769
2016 Q2 1.02B $25.7B -$284M $25.31 744
2016 Q1 1.03B $28.8B -$144M $28.02 726
2015 Q4 1.04B $34.2B +$349M $32.93 721
2015 Q3 1.03B $29.5B -$34.6M $28.56 697
2015 Q2 1.02B $33.4B +$841M $32.65 686
2015 Q1 1.01B $30.8B +$325M $30.44 642
2014 Q4 1B $30.2B +$364M $30.19 634
2014 Q3 996M $29.3B +$64.3M $29.39 620
2014 Q2 995M $26.8B +$333M $26.93 618
2014 Q1 980M $26.8B +$131M $27.33 609