Notable Holders of Charles Schwab Corp. (SCHW)
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| DODGE & COX | COM | 82,574,756 | 6.50% | 13F |
| PRIMECAP | COM | 58,118,094 | 4.58% | 13F |
| VANGUARD GROUP INC | COM | 41,772,159 | 3.29% | 13F |
| MANNING & NAPIER ADVISORS LLC | COM | 40,542,544 | 3.19% | 13F |
| SPO ADVISORY CORP | COM | 38,741,687 | 3.05% | 13F |
| STATE STREET CORP | SHARES | 37,119,800 | 2.92% | 13F |
| JANUS CAPITAL MANAGEMENT LLC | COM | 28,549,143 | 2.25% | 13F |
| SANDS CAPITAL MANAGEMENT, LLC | 27,681,432 | 2.18% | 13F | |
| BlackRock Institutional Trust Company, N.A. | COM | 25,259,446 | 1.99% | 13F |
| Fidelity Investments | COM | 20,319,779 | 1.60% | 13F |
| DAVIS SELECTED ADVISERS | COMMON | 19,631,063 | 1.55% | 13F |
| WELLS FARGO & CO/MN | NONE PROVIDED | 17,368,884 | 1.37% | 13F |
| THORNBURG INVESTMENT MANAGEMENT INC | COM | 15,487,053 | 1.22% | 13F |
| Neuberger Berman Group LLC | COMMON STOCK | 14,404,538 | 1.13% | 13F |
| NORTHERN TRUST CORP | COM | 13,279,416 | 1.05% | 13F |
| BAMCO INC /NY/ | COM | 11,565,866 | 0.91% | 13F |
| Clearbridge Advisors, LLC | COM | 9,690,073 | 0.76% | 13F |
| TCW GROUP INC | COM | 9,414,809 | 0.74% | 13F |
| SOUND SHORE MANAGEMENT INC /CT/ | COMMON | 9,194,734 | 0.72% | 13F |
| Goldman Sachs Asset Management, L.P. | CMN | 8,438,704 | 0.66% | 13F |
| BlackRock Fund Advisors | COM | 7,811,351 | 0.62% | 13F |
| IVORY INVESTMENT MANAGEMENT. L.P. | COM | 7,417,016 | 0.58% | 13F |
| EMINENCE CAPITAL LLC | COM | 6,372,970 | 0.50% | 13F |
| GEODE CAPITAL MANAGEMENT LLC | COM | 6,273,259 | 0.49% | 13F |
| BlackRock Group LTD | COM | 6,241,696 | 0.49% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | COM | 6,148,423 | 0.48% | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | COM | 5,855,063 | 0.46% | 13F |
| RENAISSANCE TECHNOLOGIES LLC | COM | 5,513,500 | 0.43% | 13F |
| MFC GLOBAL INVESTMENT MANAGEMENT (U.S.), LLC | COM | 5,458,978 | 0.43% | 13F |
| MORGAN STANLEY | COM | 5,265,390 | 0.41% | 13F |
| LEGAL & GENERAL GROUP PLC | COM | 4,745,354 | 0.37% | 13F |
| JPMORGAN CHASE & CO | COMMON | 4,321,449 | 0.34% | 13F |
| Valiant Capital Management LP | COM | 4,081,156 | 0.32% | 13F |
| FARALLON CAPITAL MANAGEMENT LLC | COM | 4,045,000 | 0.32% | 13F |
| Sumitomo Mitsui Trust Holdings, Inc. | COM | 4,014,390 | 0.32% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | COM | 3,818,850 | 0.30% | 13F |
| COOKE & BIELER LP | COM | 3,678,614 | 0.29% | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | COMMON STOCK | 3,533,246 | 0.28% | 13F |
| Route One Investment Company, L.P. | COMM | 3,482,566 | 0.27% | 13F |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | EQTY US OTC | 3,392,987 | 0.27% | 13F |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | * SCHWAB CHARLES CORP | 3,309,278 | 0.26% | 13F |
| STEWART W P & CO LTD | COM | 3,246,073 | 0.26% | 13F |
| DEUTSCHE BANK AG\ | COM | 3,060,955 | 0.24% | 13F |
| BlackRock Investment Management, LLC | COM | 2,869,118 | 0.23% | 13F |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | COM | 2,858,295 | 0.23% | 13F |
| RUSSELL FRANK CO/ | COMMON STOCKS | 2,834,984 | 0.22% | 13F |
| PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 2,822,483 | 0.22% | 13F |
| BROWN ADVISORY HOLDINGS INC | COM | 2,721,742 | 0.21% | 13F |
| CASTLEARK MANAGEMENT LLC | COM | 2,584,350 | 0.20% | 13F |
| AQR CAPITAL MANAGEMENT LLC | COM | 2,580,578 | 0.20% | 13F |
| Mitsubishi UFJ Trust & Banking Corp | COM | 2,261,053 | 0.18% | 13F |
| LEGG MASON CAPITAL MANAGEMENT INC | COM | 2,247,349 | 0.18% | 13F |
| JACOBS LEVY EQUITY MANAGEMENT INC | COM | 1,941,675 | 0.15% | 13F |
| FIL Ltd | COM | 1,909,810 | 0.15% | 13F |
| MADISON SQUARE INVESTORS LLC. | COM | 1,854,376 | 0.15% | 13F |
| CREDIT SUISSE AG/ | COM | 1,725,097 | 0.14% | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Common Stock | 1,724,751 | 0.14% | 13F |
| OAK ASSOCIATES LTD /OH/ | COM | 1,714,320 | 0.13% | 13F |
| Mizuho Trust & Banking Co., Ltd. | COM | 1,699,166 | 0.13% | 13F |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | COM | 1,673,461 | 0.13% | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | COM | 1,615,243 | 0.13% | 13F |
| BlackRock Japan Co. Ltd | COM | 1,570,305 | 0.12% | 13F |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | COM | 1,500,824 | 0.12% | 13F |
| BART PARTNERS, LLC | COM | 1,479,162 | 0.12% | 13F |
| STATE TREASURER STATE OF MICHIGAN | COM | 1,462,834 | 0.12% | 13F |
| BLAIR WILLIAM & CO/IL | COM | 1,406,012 | 0.11% | 13F |
| OPPENHEIMER FUNDS INC | COM | 1,395,989 | 0.11% | 13F |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | COM | 1,377,358 | 0.11% | 13F |
| NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | COM | 1,318,616 | 0.10% | 13F |
| AGF INVESTMENTS INC. | COMMON | 1,299,139 | 0.10% | 13F |
| WADDELL & REED FINANCIAL INC | COM | 1,295,000 | 0.10% | 13F |
| Invesco Ltd. | COMMON | 1,112,610 | 0.09% | 13F |
| DIMENSIONAL FUND ADVISORS LP | COM | 1,077,327 | 0.08% | 13F |
| Manulife Asset Management (North America) Ltd | COM | 1,070,110 | 0.08% | 13F |
| AMERIPRISE FINANCIAL INC | COM | 1,057,779 | 0.08% | 13F |
| GLENMEDE TRUST CO NA | COMMON | 1,040,032 | 0.08% | 13F |
| BlackRock Inc. | COM | 1,023,851 | 0.08% | 13F |
| MARKEL CORP | COM | 961,300 | 0.08% | 13F |
| Adage Capital | COM | 933,775 | 0.07% | 13F |
| FBR & Co. | COM | 912,000 | 0.07% | 13F |
| TEACHERS ADVISORS INC | COM | 834,892 | 0.07% | 13F |
| BASSWOOD CAPITAL MANAGEMENT LLC | COM | 792,939 | 0.06% | 13F |
| BMO FINANCIAL CORP | COM | 787,621 | 0.06% | 13F |
| CITIGROUP INC | COM | 766,782 | 0.06% | 13F |
| ROYAL BANK OF CANADA \ | COM | 765,826 | 0.06% | 13F |
| MASON STREET ADVISORS LLC | COM | 764,999 | 0.06% | 13F |
| GABELLI FUNDS LLC | COM | 698,800 | 0.06% | 13F |
| COMMONWEALTH BANK OF AUSTRALIA | COM | 683,932 | 0.05% | 13F |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | COMMON | 673,000 | 0.05% | 13F |
| PAX WORLD MANAGEMENT LLC | COM | 643,887 | 0.05% | 13F |
| ING INVESTMENT MANAGEMENT CO | COM | 630,332 | 0.05% | 13F |
| JHL Capital | COM | 625,000 | 0.05% | 13F |
| CONCORD ASSET MANAGEMENT LLC | COM | 560,725 | 0.04% | 13F |
| Olstein Capital Management, L.P. | COMMON | 558,000 | 0.04% | 13F |
| AMERICAN INTERNATIONAL GROUP INC | COM | 553,816 | 0.04% | 13F |
| SAC Capital | COMMON | 552,485 | 0.04% | 13F |
| Irish Life Investment Managers | COM | 543,505 | 0.04% | 13F |
| CREDIT AGRICOLE S A | COM | 529,914 | 0.04% | 13F |
| Citadel | CMN | 499,124 | 0.04% | 13F |
| BARCLAYS PLC | COM | 493,504 | 0.04% | 13F |
| MANUFACTURERES LIFE INSURANCE CO | COM | 486,466 | 0.04% | 13F |
| Crestwood Capital Management, L.P. | COMMON STOCK | 481,500 | 0.04% | 13F |
| TD ASSET MANAGEMENT INC | COM | 477,955 | 0.04% | 13F |
| GUGGENHEIM CAPITAL LLC | COM | 468,702 | 0.04% | 13F |
| GAMCO Investors | COM | 459,855 | 0.04% | 13F |
| COMERICA BANK | COM | 459,784 | 0.04% | 13F |
| IG INVESTMENT MANAGEMENT LTD | COM | 451,228 | 0.04% | 13F |
| CROSSLINK CAPITAL INC | COMMON STOCKS | 432,600 | 0.03% | 13F |
| MATRIX ASSET ADVISORS INC/NY | COM | 426,150 | 0.03% | 13F |
| Ensemble Capital Management, LLC | COM | 422,485 | 0.03% | 13F |
| RAYMOND JAMES & ASSOCIATES | COM | 418,832 | 0.03% | 13F |
| KARPAS STRATEGIES LLC | COM | 408,800 | 0.03% | 13F |
| OMERS ADMINISTRATION CORP | COM | 401,864 | 0.03% | 13F |
| Platte River Capital LLC | COM | 400,600 | 0.03% | 13F |
| Windhaven Investment Management, Inc. | COM | 400,575 | 0.03% | 13F |
| MARK MORRIS ET AL | COM | 398,265 | 0.03% | 13F |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | COMMON | 397,211 | 0.03% | 13F |
| SHELL ASSET MANAGEMENT CO | COM | 396,935 | 0.03% | 13F |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 392,585 | 0.03% | 13F | |
| Evercore Wealth Management, LLC | COM | 390,010 | 0.03% | 13F |
| Timber Hill LLC | COM | 384,037 | 0.03% | 13F |
| DIAM Co., Ltd. | COM | 365,899 | 0.03% | 13F |
| Placemark Investments, Inc. | COM | 354,659 | 0.03% | 13F |
| FIRST MERCANTILE TRUST CO | COMMON STOCK USD.01 | 352,130 | 0.03% | 13F |
| Employees Retirement System of Texas | COM | 340,720 | 0.03% | 13F |
| Parameter Capital Management LLC | COMMON | 330,000 | 0.03% | 13F |
| SUN LIFE FINANCIAL INC | COM | 329,056 | 0.03% | 13F |
| PEAK6 Investments, L.P. (PUT) | COM | 323,800 | 0.03% | 13F |
| PITCAIRN GROUP L P | COM | 304,365 | 0.02% | 13F |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | COMMON | 298,740 | 0.02% | 13F |
| AMERICAN NATIONAL INSURANCE CO /TX/ | COM | 288,175 | 0.02% | 13F |
| Legg Mason Investment Counsel, LLC | COM | 268,052 | 0.02% | 13F |
| Advanced Investment Partners, LLC | COM | 254,614 | 0.02% | 13F |
| Constellation Wealth Advisors, LLC | COMMON STOCK | 251,947 | 0.02% | 13F |
| BLACKROCK ADVISORS LLC | COM | 247,923 | 0.02% | 13F |
| Van Cleef Asset Management,Inc | COM | 246,495 | 0.02% | 13F |
| CNH PARTNERS LLC | COM | 242,449 | 0.02% | 13F |
| NOMURA ASSET MANAGEMENT CO LTD | 223,492 | 0.02% | 13F | |
| World Asset Management Inc | COM | 217,496 | 0.02% | 13F |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | COM | 211,876 | 0.02% | 13F |
| LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC | COM | 209,717 | 0.02% | 13F |
| ROYAL LONDON ASSET MANAGEMENT LTD | COM | 204,881 | 0.02% | 13F |
| SUNTRUST BANKS INC | 202,791 | 0.02% | 13F | |
| Fortress Investment Group LLC (CALL) | COM | 200,000 | 0.02% | 13F |
| LOEWS CORP (PUT) | COMMON | 200,000 | 0.02% | 13F |
| HSBC HOLDINGS PLC | 183,455 | 0.01% | 13F | |
| TURNER INVESTMENT PARTNERS INC | COM | 182,364 | 0.01% | 13F |
| CIBC Global Asset Management Inc | COM | 176,263 | 0.01% | 13F |
| K.J. Harrison & Partners Inc | COM | 170,000 | 0.01% | 13F |
| REGIONS FINANCIAL CORP | COM | 169,551 | 0.01% | 13F |
| TOCQUEVILLE ASSET MANAGEMENT LP | COM | 163,300 | 0.01% | 13F |
| Santa Fe Partners LLC | COM | 163,292 | 0.01% | 13F |
| Rafferty Asset Management, LLC | COM | 155,487 | 0.01% | 13F |
| JEFFERIES GROUP INC /DE/ (CALL) | COM | 153,200 | 0.01% | 13F |
| CITY NATIONAL BANK | COMMON STOCK | 148,178 | 0.01% | 13F |
| NORTH STAR ASSET MANAGEMENT INC | COM | 146,113 | 0.01% | 13F |
| ALLSTATE CORP | COMMON | 132,726 | 0.01% | 13F |
| First Western Investment Management, Inc. | COM | 132,598 | 0.01% | 13F |
| Dynamic Capital Management Ltd | COM | 131,200 | 0.01% | 13F |
| CAXTON ASSOCIATES LP | COM | 128,462 | 0.01% | 13F |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | COM | 128,196 | 0.01% | 13F |
