SCHW

Schwab Charles Corp

A discount brokerage and wealth-management firm, Schwab runs a giant retail brokerage, a bank, and custody services that back independent financial advisors, with products like Schwab Funds, ETFs, and thinkorswim for everyday investors. Founder Charles "Chuck" Schwab launched it in 1971 as First Commander Corporation, renamed it after himself in 1973, and turned it into an industry-disrupting discounter when commissions were deregulated in 1975. Its playful Stock Slices service lets people buy a "slice" of an expensive share for a small amount, like a slice of pizza.

CUSIP: 808513105FinancialsUS16 holders

Ownership Activity Financials Filings

Schedule 13D / 13G filings

Vanguard Capital Management

13GPassive

% of class7.18%

Shares124.96M

FiledApr 29, 2026

The Vanguard Group

13G/APassive

% of class0%

Shares0

FiledMar 26, 2026

The Toronto-Dominion Bank

13D/AActivist

% of class0.1%

Shares1.33M

FiledFeb 12, 2025

Item 4 of the Statement is hereby amended and supplemented by the following: On February 10, 2025, in connection with a registered secondary public offering (the "Secondary Offering") of Common Stock, TD GUS, the Issuer and the underwriters party thereto (the "Underwriters"), entered into an underwriting agreement (the "Underwriting Agreement") pursuant to which TD GUS agreed to sell to the Underwriters, and the Underwriters agreed to purchase from TD GUS, subject to and upon the terms and conditions set forth therein, 133,785,043 shares of Common Stock and 31,658,487 shares of the Issuer's Nonvoting Common Stock, at a price to the public of $79.25 per share, less the underwriting discount of $1.268 per share. The Secondary Offering was completed on February 12, 2025. In connection with and subject to the Secondary Offering, the Issuer agreed to repurchase and TD GUS agreed to sell to the Issuer, pursuant to a repurchase agreement dated as of February 9, 2025, 19,235,208 shares of the Issuer's Nonvoting Common Stock, at a price equal to $77.982, being the price per share TD GUS received from the Underwriters pursuant to the Secondary Offering (the "Share Repurchase"). The Share Repurchase was completed on February 12, 2025.

TD Group US Holdings LLC

13D/AActivist

% of class0%

Shares0

FiledFeb 12, 2025

Holder	Schedule	% of class	Shares	Filed
Vanguard Capital Management	13GPassive	7.18%	124.96M	Apr 29, 2026
The Vanguard Group	13G/APassive	0%	0	Mar 26, 2026
The Toronto-Dominion Bank	13D/AActivist	0.1%	1.33M	Feb 12, 2025
Item 4 of the Statement is hereby amended and supplemented by the following: On February 10, 2025, in connection with a registered secondary public offering (the "Secondary Offering") of Common Stock, TD GUS, the Issuer and the underwriters party thereto (the "Underwriters"), entered into an underwriting agreement (the "Underwriting Agreement") pursuant to which TD GUS agreed to sell to the Underwriters, and the Underwriters agreed to purchase from TD GUS, subject to and upon the terms and conditions set forth therein, 133,785,043 shares of Common Stock and 31,658,487 shares of the Issuer's Nonvoting Common Stock, at a price to the public of $79.25 per share, less the underwriting discount of $1.268 per share. The Secondary Offering was completed on February 12, 2025. In connection with and subject to the Secondary Offering, the Issuer agreed to repurchase and TD GUS agreed to sell to the Issuer, pursuant to a repurchase agreement dated as of February 9, 2025, 19,235,208 shares of the Issuer's Nonvoting Common Stock, at a price equal to $77.982, being the price per share TD GUS received from the Underwriters pursuant to the Secondary Offering (the "Share Repurchase"). The Share Repurchase was completed on February 12, 2025.
TD Group US Holdings LLC	13D/AActivist	0%	0	Feb 12, 2025
Item 4 of the Statement is hereby amended and supplemented by the following: On February 10, 2025, in connection with a registered secondary public offering (the "Secondary Offering") of Common Stock, TD GUS, the Issuer and the underwriters party thereto (the "Underwriters"), entered into an underwriting agreement (the "Underwriting Agreement") pursuant to which TD GUS agreed to sell to the Underwriters, and the Underwriters agreed to purchase from TD GUS, subject to and upon the terms and conditions set forth therein, 133,785,043 shares of Common Stock and 31,658,487 shares of the Issuer's Nonvoting Common Stock, at a price to the public of $79.25 per share, less the underwriting discount of $1.268 per share. The Secondary Offering was completed on February 12, 2025. In connection with and subject to the Secondary Offering, the Issuer agreed to repurchase and TD GUS agreed to sell to the Issuer, pursuant to a repurchase agreement dated as of February 9, 2025, 19,235,208 shares of the Issuer's Nonvoting Common Stock, at a price equal to $77.982, being the price per share TD GUS received from the Underwriters pursuant to the Secondary Offering (the "Share Repurchase"). The Share Repurchase was completed on February 12, 2025.