Stock TransactionsSCHWAB CHARLES CORP

Total Bought
64,160,078
643 transactions
Total Sold
50,570,334
689 transactions
Net
+13,589,744
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
VIKING GLOBAL INVESTORS LP2,339,95614,658,944+12,318,9880.553.51+2.96buy
MILLENNIUM MANAGEMENT LLC1,650,0395,941,905+4,291,8660.120.48+0.36buy
MARSHALL WACE, LLP496,5624,181,202+3,684,6400.040.40+0.36buy
PRIMECAP MANAGEMENT CO/CA/1,036,3504,252,350+3,216,0000.050.24+0.19buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3,254,9216,217,799+2,962,8780.180.37+0.19buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC9,142,60211,653,684+2,511,0820.160.20+0.05buy
Clearbridge Investments, LLC2,173,8214,062,247+1,888,4260.110.24+0.13buy
NORTHERN TRUST CORP13,875,63115,739,917+1,864,2860.160.17+0.02buy
Azora Capital LP187,0041,734,159+1,547,1550.655.76+5.11buy
BNP PARIBAS FINANCIAL MARKETS2,444,7083,941,985+1,497,2770.160.24+0.08buy
KBC Group NV745,7782,138,033+1,392,2550.150.44+0.29buy
Neuberger Berman Group LLC321,1391,705,237+1,384,0980.020.10+0.08buy
STATE STREET CORP62,076,44763,441,530+1,365,0830.170.19+0.02buy
GENERATION INVESTMENT MANAGEMENT LLP12,179,76613,493,957+1,314,1913.695.21+1.52buy
LOS ANGELES CAPITAL MANAGEMENT LLC8,4611,188,624+1,180,1630.000.36+0.36buy
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1,402,4002,503,000+1,100,6000.220.39+0.18buy
APG Asset Management N.V.182,7241,087,154+904,4300.070.22+0.15buy
UBS Group AG4,495,1995,264,968+769,7690.090.10+0.01buy
GEODE CAPITAL MANAGEMENT, LLC30,141,44130,901,484+760,0430.170.19+0.02buy
CANADA PENSION PLAN INVESTMENT BOARD2,097,8912,798,592+700,7010.130.20+0.07buy
NATIONAL BANK OF CANADA /FI/768,7141,388,493+619,7790.070.13+0.07buy
D. E. Shaw & Co., Inc.2,387,1533,001,808+614,6550.230.27+0.04buy
Holocene Advisors, LP233,516802,486+568,9700.060.19+0.13buy
FIL Ltd356,409923,000+566,5910.020.06+0.04buy
Findlay Park Partners LLP2,816,4883,347,769+531,2811.722.46+0.74buy
Kovitz Investment Group Partners, LLC2,421,7082,931,793+510,0851.101.07-0.04buy
AMERIPRISE FINANCIAL INC9,230,0249,723,150+493,1260.160.20+0.03buy
BOWEN HANES & CO INC118,654595,931+477,2770.201.18+0.98buy
Invesco Ltd.14,412,29414,842,544+430,2500.190.21+0.02buy
AVIVA PLC548,497959,934+411,4370.090.18+0.09buy
CITADEL ADVISORS LLC1,710,5352,092,544+382,0090.170.21+0.04buy
Assenagon Asset Management S.A.1,138,2691,498,961+360,6920.150.20+0.05buy
HSBC HOLDINGS PLC3,121,5783,467,958+346,3800.130.16+0.03buy
PROVIDENT TRUST CO4,323,6884,646,078+322,3905.055.95+0.90buy
Korea Investment CORP824,4681,136,015+311,5470.130.20+0.07buy
Aquatic Capital Management LLC199,600506,858+307,2580.341.02+0.68buy
Point72 Hong Kong Ltd106,895380,285+273,3900.471.72+1.25buy
Fisher Asset Management, LLC20,189,55820,455,266+265,7080.540.60+0.07buy
Trexquant Investment LP168,689432,215+263,5260.140.39+0.24buy
PUBLIC SECTOR PENSION INVESTMENT BOARD259,767520,925+261,1580.090.17+0.07buy
Mitsubishi UFJ Asset Management Co., Ltd.2,196,7532,438,438+241,6850.150.18+0.02buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,893,5228,133,490+239,9680.100.12+0.01buy
ATALANTA SOSNOFF CAPITAL, LLC557,220788,005+230,7850.771.27+0.49buy
ASSETMARK, INC172,042401,874+229,8320.030.08+0.05buy
Baird Financial Group, Inc.6,298,9876,513,683+214,6960.800.93+0.13buy
AQR CAPITAL MANAGEMENT LLC89,715296,978+207,2630.010.03+0.02buy
MACQUARIE GROUP LTD152,385357,542+205,1570.010.03+0.02buy
Corient Private Wealth LLC635,680837,432+201,7520.070.10+0.04buy
AustralianSuper Pty Ltd1,707,7711,905,316+197,5450.550.67+0.11buy
Sumitomo Mitsui Trust Group, Inc.3,346,6063,541,413+194,8070.150.18+0.03buy
Brevan Howard Capital Management LP17,968205,416+187,4480.010.10+0.09buy
Russell Investments Group, Ltd.751,575938,835+187,2600.070.10+0.03buy
Schonfeld Strategic Advisors LLC96,698282,082+185,3840.050.14+0.08buy
CIBC WORLD MARKET INC.45,727212,577+166,8500.010.04+0.03buy
Pictet Asset Management Holding SA821,898987,210+165,3120.060.08+0.02buy
BASSWOOD CAPITAL MANAGEMENT, L.L.C.146,467306,411+159,9440.491.32+0.83buy
SEI INVESTMENTS CO1,102,7321,254,510+151,7780.100.13+0.03buy
TWO SIGMA INVESTMENTS, LP510,981662,242+151,2610.080.12+0.04buy
RENAISSANCE TECHNOLOGIES LLC939,1891,087,041+147,8520.100.13+0.03buy
Bank Julius Baer & Co. Ltd, Zurich1,797,5321,938,786+141,2540.440.47+0.03buy
Twin Tree Management, LP161,381296,851+135,4700.260.57+0.31buy
EXCHANGE TRADED CONCEPTS, LLC19,773136,828+117,0550.030.21+0.18buy
Man Group plc363,913465,100+101,1870.070.11+0.04buy
MARTINGALE ASSET MANAGEMENT L P10,155110,445+100,2900.020.20+0.18buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2,409,5292,507,712+98,1830.190.22+0.04buy
Americana Partners, LLC7,915105,159+97,2440.030.32+0.28buy
US BANCORP \DE\2,344,4292,435,414+90,9850.200.24+0.04buy
Greenwich Wealth Management LLC86,121176,034+89,9130.380.92+0.54buy
CAPITAL FUND MANAGEMENT S.A.430,421517,640+87,2190.340.42+0.08buy
MERCER GLOBAL ADVISORS INC /ADV201,651287,752+86,1010.030.04+0.01buy
HRT FINANCIAL LP142,690223,846+81,1560.050.09+0.04buy
Ilmarinen Mutual Pension Insurance Co105,971186,971+81,0000.070.12+0.04buy
Graham Capital Management, L.P.32,264112,376+80,1120.070.26+0.19buy
Campbell & CO Investment Adviser LLC43,066122,887+79,8210.210.70+0.49buy
TWO SIGMA ADVISERS, LP1,339,9951,419,695+79,7000.210.25+0.04buy
Capital International Investors1,127,0901,206,172+79,0820.010.02+0.00buy
LORD, ABBETT & CO. LLC3,967,8314,045,852+78,0210.820.95+0.13buy
Zurcher Kantonalbank (Zurich Cantonalbank)541,079618,033+76,9540.110.13+0.03buy
BNP Paribas Asset Management Holding S.A.193,881269,282+75,4010.030.05+0.02buy
AXA S.A.159,810234,160+74,3500.030.05+0.02buy
ENVESTNET ASSET MANAGEMENT INC5,357,7225,429,817+72,0950.120.14+0.02buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/2,521,5462,593,011+71,4650.991.15+0.15buy
Orion Porfolio Solutions, LLC122,065192,191+70,1260.080.18+0.10buy
Tower Research Capital LLC (TRC)36,523106,243+69,7200.070.17+0.10buy
Qsemble Capital Management, LP10,52777,422+66,8950.130.76+0.64buy
Retirement Systems of Alabama1,111,7551,173,108+61,3530.270.32+0.05buy
Bank of New York Mellon Corp10,378,16910,438,852+60,6830.130.15+0.02buy
TRUIST FINANCIAL CORP1,842,3471,901,708+59,3610.190.23+0.03buy
SCHRODER INVESTMENT MANAGEMENT GROUP573,238630,922+57,6840.040.04+0.01buy
INTECH INVESTMENT MANAGEMENT LLC36,28193,241+56,9600.030.07+0.04buy
LPL Financial LLC1,203,3921,258,510+55,1180.040.04+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC937,303992,019+54,7160.130.14+0.01buy
Handelsbanken Fonder AB480,867533,712+52,8450.120.15+0.03buy
BI Asset Management Fondsmaeglerselskab A/S38,57887,013+48,4350.040.07+0.02buy
Envestnet Portfolio Solutions, Inc.116,753164,133+47,3800.020.04+0.02buy
AMF Tjanstepension AB210,709257,730+47,0210.100.14+0.04buy
Verition Fund Management LLC141,723186,441+44,7180.070.08+0.01buy
Quantinno Capital Management LP53,95797,562+43,6050.050.07+0.03buy
Asset Management One Co., Ltd.594,649637,957+43,3080.140.16+0.03buy
State of Tennessee, Department of Treasury519,945560,942+40,9970.120.15+0.03buy
Page 1 of 14