Security Name: SCHWAB (CHARLES) CORP
Ticker: SCHW
Security Type: EQU
Exchange: US
CUSIP: 808513105

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $110.36B - 1,867 -
2024-09-30 $95.13B -13.8% 1,815 -2.8%
2024-12-31 $109.61B +15.2% 1,488 -18.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
RPTC INC. $282.9M 3,822K 57.6%
TORONTO DOMINION BANK $13728.4M 185,493K 21.7%
NORTH PEAK CAPITAL MANAGEMENT, LLC $137.5M 1,857K 18.2%
MOUNT CAPITAL LTD $41.2M 556K 14.6%
ROUTE ONE INVESTMENT COMPANY, L.P. $242.3M 3,273K 9.5%
RUANE, CUNNIFF & GOLDFARB L.P. $510.9M 6,903K 8.7%
TIMUCUAN ASSET MANAGEMENT INC/FL $242.8M 3,279K 7.4%
ALLEN INVESTMENT MANAGEMENT, LLC $609.7M 8,237K 7.0%
PARK PRESIDIO CAPITAL LLC $26.8M 362K 6.1%
PROVIDENT TRUST CO $343.9M 4,646K 6.0%
AZORA CAPITAL LP $128.3M 1,734K 5.8%
CENTRAL SECURITIES CORP $59.2M 800K 5.7%
FINANCIAL AVENGERS, INC. $11.8M 159K 5.6%
WARTHER PRIVATE WEALTH, LLC $16.3M 220K 5.5%
GENERATION INVESTMENT MANAGEMENT LLP $998.7M 13,493K 5.2%
ALLEN OPERATIONS LLC $32.6M 440K 5.2%
HYPERION CAPITAL ADVISORS LP $9.9M 134K 5.1%
TEEWINOT CAPITAL ADVISERS, L.L.C. $47.1M 636K 4.8%
HARBER ASSET MANAGEMENT LLC $15.9M 215K 4.8%
POINTSTATE CAPITAL LP $237.3M 3,206K 4.3%
PROVIDENT INVESTMENT MANAGEMENT, INC. $45.2M 611K 4.3%
YACKTMAN ASSET MANAGEMENT LP $360.7M 4,874K 4.2%
INTRINSIC VALUE PARTNERS, LLC $4.0M 54K 4.0%
HERON BAY CAPITAL MANAGEMENT $19.2M 258K 4.0%
PRING TURNER CAPITAL GROUP INC $6.0M 80K 4.0%

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