Investor Schwab Charles R
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Schwab Charles R . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Add This Fund
to your dashboard

Date Form Target Prev
Shares		 Current
Shares		 Change
(Percent)		 Ownership
(Percent)		 Change
(Percent)
2023-02-27 13D/A SCHW / The Charles Schwab Corporation 132,330,681 107,999,275
2020-11-16 13D/A SCHW / The Charles Schwab Corporation 132,330,681 132,330,681
2020-11-14 13D/A SCHW / The Charles Schwab Corporation 135,369,098 132,330,681
2019-11-29 13D/A SCHW / The Charles Schwab Corporation 150,577,477 135,369,098
2018-01-11 13D/A SCHW / The Charles Schwab Corporation 160,440,368 150,577,477
2015-08-13 13D/A SCHW / The Charles Schwab Corporation 160,440,368
2014-10-15 13D/A SCHW / The Charles Schwab Corporation 171,809,954
2013-01-08 13D/A SCHW / The Charles Schwab Corporation 181,286,178
2012-07-20 13D/A SCHW / The Charles Schwab Corporation 194,724,207