• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed

    2/11/21 3:54:05 PM ET
    $SCHW
    Investment Bankers/Brokers/Service
    Finance
    Get the next $SCHW alert in real time by email
    SC 13G/A 1 d59016dsc13ga.htm SC 13G/A SC 13G/A

     

     

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    WASHINGTON, D.C. 20549

     

     

    SCHEDULE 13G

    UNDER THE SECURITIES EXCHANGE ACT OF 1934

    (AMENDMENT NO. 10)*

     

     

    THE CHARLES SCHWAB CORPORATION

    (Name of Issuer)

    Common Stock

    (Title of Class of Securities)

    808513105

    (CUSIP Number)

    December 31, 2020

    (Date of Event Which Requires Filing of this Statement)

     

     

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    ☒ Rule 13d-1(b)

    ☐ Rule 13d-1(c)

    ☐ Rule 13d-1(d)

     

    *

    The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     

     


    CUSIP NO. 808513105   13G   PAGE 2 OF 4 PAGES

     

      1   

    NAME OF REPORTING PERSON

    S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON

     

    Dodge & Cox    94-1441976

      2   

    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*

    (a)  ☐        (b)  ☐

     

    N/A

      3   

    SEC USE ONLY

     

        

      4   

    CITIZENSHIP OR PLACE OF ORGANIZATION

     

    California - U.S.A.

    NUMBER OF

    SHARES

     BENEFICIALLY  

    OWNED BY

    EACH

    REPORTING

    PERSON

    WITH

     

          5     

    SOLE VOTING POWER

     

    81,959,728

          6     

    SHARED VOTING POWER

     

    0

          7     

    SOLE DISPOSITIVE POWER

     

    85,027,078

          8   

    SHARED DISPOSITIVE POWER

     

    0

    9   

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

     

    85,027,078

    10   

    CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*

     

    N/A

    11   

    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

     

    4.7%

    12   

    TYPE OF REPORTING PERSON*

     

    IA


    Item 1(a)

    Name of Issuer:

    THE CHARLES SCHWAB CORPORATION

     

    Item 1(b)

    Address of Issuer’s Principal Executive Offices:

    211 Main Street

    San Francisco, CA 94105

     

    Item 2(a)

    Name of Person Filing:

    Dodge & Cox

     

    Item 2(b)

    Address of the Principal Office or, if none, Residence:

    555 California Street, 40th Floor

    San Francisco, CA 94104

     

    Item 2(c)

    Citizenship:

    California - U.S.A.

     

    Item 2(d)

    Title of Class of Securities:

    Common Stock

     

    Item 2(e)

    CUSIP Number:

    808513105

     

    Item 3

    If the Statement is being filed pursuant to Rule 13d-1(b), or 13d-2(b), check whether the person filing is a:

    (e) ☒ Investment Advisor registered under section 203 of the Investment Advisors Act of 1940

     

    Item 4

    Ownership:

     

      (a)

    Amount Beneficially Owned:

    85,027,078

     

      (b)

    Percent of Class:

    4.7%


      (c)

    Number of shares as to which such person has:

     

      (i)

    sole power to vote or direct the vote:

    81,959,728

     

      (ii)

    shared power to vote or direct the vote:

    0

     

      (iii)

    sole power to dispose or to direct the disposition of:

    85,027,078

     

      (iv)

    shared power to dispose or to direct the disposition of:

    0

     

    Item 5

    Ownership of Five Percent or Less of a Class:

    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following ☒.

     

    Item 6

    Ownership of More than Five Percent on Behalf of Another Person:

    Not applicable.

     

    Item 7

    Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company:

    Not applicable.

     

    Item 8

    Identification and Classification of Members of the Group:

    Not applicable.

     

    Item 9

    Notice of Dissolution of a Group:

    Not applicable.

     

    Item 10

    Certification:

    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired for the purpose of and do not have the effect of changing or influencing the control of the issuer of such securities and were not acquired in connection with or as a participant in any transaction having such purpose or effect.

    SIGNATURE

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

    Dated: February 11, 2021

     

    DODGE & COX
    By:  

    /S/ Katherine M. Primas

    Name:   Katherine M. Primas
    Title:   Chief Compliance Officer
    Get the next $SCHW alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $SCHW

    DatePrice TargetRatingAnalyst
    6/9/2025$82.00Sell → Neutral
    Redburn Atlantic
    4/25/2025$100.00Neutral → Buy
    Goldman
    4/8/2025$76.00Equal-Weight → Overweight
    Morgan Stanley
    4/2/2025$102.00Buy → Neutral
    Citigroup
    4/2/2025$102.00Neutral → Buy
    Citigroup
    2/18/2025$88.00 → $103.00Hold → Buy
    TD Cowen
    1/22/2025$89.00 → $93.00Equal Weight → Overweight
    Wells Fargo
    12/9/2024$74.00 → $95.00Equal Weight → Overweight
    Barclays
    More analyst ratings

    $SCHW
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Charles Schwab Discloses Results of the Federal Reserve's 2025 Comprehensive Capital Analysis and Review

      The Charles Schwab Corporation (CSC or Schwab) announced today that it has received the results of the Federal Reserve's 2025 Comprehensive Capital Analysis and Review (CCAR). These results included the Federal Reserve's estimate of Schwab's minimum capital ratios under the supervisory severely adverse scenario for the nine-quarter horizon beginning December 31, 2024 and ending March 31, 2027. Based on these results, Schwab's calculated stress capital buffer (SCB) remains well below the 2.5% minimum, resulting in a SCB at that floor. This 2.5% SCB will continue to be applicable to Schwab for the four-quarter period beginning October 1, 2025. Schwab's Common Equity Tier 1 (CET1) ratio of 3

      7/1/25 4:30:00 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • Schwab Announces Its Summer Business Update

      The Charles Schwab Corporation announced today that it has scheduled a Summer Business Update for institutional investors on Friday, July 18th. This Update, which will be held via live public webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management's strategic focus areas. The program is scheduled to run from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include President and Chief Executive Officer Rick Wurster and Chief Financial Officer Mike Verdeschi. The Update will be accessible at https://schwabevents.com/corporation. About Charles Schwab The Charles Schwab Corporation (NYSE:SCHW)

      6/24/25 8:45:00 AM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • Schwab Center for Financial Research Reveals 2025 Mid-Year Outlook

      The Schwab Center for Financial Research (SCFR), which provides top-quality research, timely market insights and practical guidance for investors, today released its 2025 mid-year outlook, Schwab Market Perspective: 2025 Mid-Year Outlook, which delivers insights on the most important market and economic trends that investors should consider for the second half of the year. The Schwab Market Perspective: 2025 Mid-Year Outlook provides perspectives on U.S. stocks and the U.S. economy, fixed income, and international stocks. SCFR also released its 2025 Wealth Management Mid-Year Outlook, which provides guidance on how investors can keep their wealth management plan on track for the rest of t

      6/16/25 8:00:00 AM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance

    $SCHW
    SEC Filings

    See more
    • SEC Form 11-K filed by Charles Schwab Corporation

      11-K - SCHWAB CHARLES CORP (0000316709) (Filer)

      6/10/25 4:22:41 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form 8-K filed by Charles Schwab Corporation

      8-K - SCHWAB CHARLES CORP (0000316709) (Filer)

      6/2/25 4:57:24 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form 8-K filed by Charles Schwab Corporation

      8-K - SCHWAB CHARLES CORP (0000316709) (Filer)

      5/23/25 4:15:22 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance

    $SCHW
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Co-Chairman and CEO Bettinger Walter W bought $1,656,500 worth of shares (25,000 units at $66.26), increasing direct ownership by 3% to 827,377 units (SEC Form 4)

      4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

      7/19/24 5:23:54 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • President Wurster Richard A bought $620,454 worth of shares (10,000 units at $62.05), increasing direct ownership by 7% to 144,228 units (SEC Form 4)

      4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

      7/19/24 5:19:55 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance

    $SCHW
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • SEC Form 4 filed by Director Ruffel Charles A.

      4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

      7/3/25 5:57:36 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form 4 filed by Director Herringer Frank C

      4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

      7/3/25 5:54:25 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form 4 filed by Director Ellis Stephen A

      4 - SCHWAB CHARLES CORP (0000316709) (Issuer)

      7/3/25 5:47:42 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance

    $SCHW
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Charles Schwab upgraded by Redburn Atlantic with a new price target

      Redburn Atlantic upgraded Charles Schwab from Sell to Neutral and set a new price target of $82.00

      6/9/25 7:43:40 AM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • Charles Schwab upgraded by Goldman with a new price target

      Goldman upgraded Charles Schwab from Neutral to Buy and set a new price target of $100.00

      4/25/25 8:23:09 AM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • Charles Schwab upgraded by Morgan Stanley with a new price target

      Morgan Stanley upgraded Charles Schwab from Equal-Weight to Overweight and set a new price target of $76.00

      4/8/25 9:16:39 AM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance

    $SCHW
    Leadership Updates

    Live Leadership Updates

    See more
    • Charles Schwab Unveils National Investing Day to Educate and Empower Individual Investors

      Charles Schwab today announced the launch of the inaugural National Investing Day, an investor education and empowerment initiative encouraging people to dedicate at least one day in the year to explore how they can get invested and stay invested for a strong financial future. Taking place each year on May 1, National Investing Day aims to raise awareness about the power of long-term investing, providing accessible tools and resources for individuals at every stage of their financial journey. "At Schwab we believe that investing is a purposeful act of optimism," said Rick Wurster, president and chief executive officer at Charles Schwab. "Our goal in launching National Investing Day is to

      5/1/25 5:00:00 AM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • Charles Schwab Extends Partnership With National Youth Development Organization 4-H

      New grant aims to continue bringing financial empowerment resources and education to young people across the country Charles Schwab is extending its long-standing partnership with National 4-H Council (4-H), America's largest youth development organization that reaches nearly six million young people each year. Originally launched in 2019, the partnership has already made significant strides empowering thousands of youth across the country with essential financial literacy skills through Smart Cents, a research-backed financial literacy program for youth ages 8-18 delivered through local teachers and educators. This new grant will build upon the existing grant work of both organizations b

      4/21/25 8:00:00 AM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • Walt Bettinger to Retire as CEO

      Will Continue Serving as Executive Co-Chairman of the Board of Directors Rick Wurster Named CEO to Succeed Bettinger The Charles Schwab Corporation today announced, as part of its multi-year succession plan, that Walt Bettinger has notified the Board of Directors of his intention to retire as Chief Executive Officer effective December 31, 2024. Rick Wurster, President of Schwab since 2021, will be named President and CEO and will join the Schwab Board of Directors, effective January 1, 2025. Bettinger will continue to serve as Executive Co-Chairman of the Board of Directors, along with founder Charles R. Schwab. Bettinger has successfully led Schwab as CEO since late 2008. Some of the ma

      10/1/24 8:00:00 AM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance

    $SCHW
    Financials

    Live finance-specific insights

    See more
    • Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G

      The Charles Schwab Corporation ("CSC") today announced that, on June 1, 2025, it will redeem all of the 24,580 outstanding shares of its 5.375% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series G ("Series G Preferred Stock", CUSIP 808513BD6), and the corresponding 2,457,964 depositary shares ("Depositary Shares"), each representing a 1/100th interest in a share of the Series G Preferred Stock. The Depositary Shares will be redeemed at a redemption price of $1,000 per Depositary Share. The redemption price does not include the regular quarterly dividend that was declared and will be paid separately in the customary manner on June 2, 2025 to holders of record at the close of

      5/13/25 4:31:00 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • Schwab Declares Common Stock Dividend and Declares Preferred Stock Dividends

      The Board of Directors of The Charles Schwab Corporation at its meeting today declared a regular quarterly cash dividend of $0.27 per common share. The dividend is payable May 23, 2025 to stockholders of record as of the close of business on May 9, 2025. In addition, the Board of Directors also declared dividends on the following series of outstanding preferred stock, payable June 2, 2025 to stockholders of record as of the close of business on May 16, 2025: Preferred Stock Series Dividend Per Share Dividend Per Depositary Share 5.95% Non-Cumulative Perpetual Preferred Stock, Series D Dividend Period: March 1, 2025-May 31, 2025 $14.88 $0.372000 5.00% Fixed-to-Flo

      4/24/25 4:20:00 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • Schwab Reports Record First Quarter Revenue

      March Core Net New Assets Equal $59.1 Billion, 1Q25 Totals $137.7 Billion 1Q25 Net Revenues Up 18% Year-Over-Year to a Record $5.6 Billion Quarterly GAAP Earnings Per Share of $.99, $1.04 Adjusted (1)  – Up 41% Versus 1Q24 The Charles Schwab Corporation reported net income for the first quarter totaling $1.9 billion, or $.99 earnings per share. Excluding $130 million of pre-tax transaction-related costs, adjusted (1) net income and earnings per share equaled $2.0 billion and $1.04, respectively. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250417974117/en/ Client Driven Growth   $137.7B 1Q25 Core Net New Assets   "I

      4/17/25 7:30:00 AM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance

    $SCHW
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G filed by Charles Schwab Corporation

      SC 13G - SCHWAB CHARLES CORP (0000316709) (Subject)

      11/13/24 1:18:52 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form SC 13G/A filed by Charles Schwab Corporation (Amendment)

      SC 13G/A - SCHWAB CHARLES CORP (0000316709) (Subject)

      2/13/24 5:01:02 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form SC 13D/A filed by Charles Schwab Corporation (Amendment)

      SC 13D/A - SCHWAB CHARLES CORP (0000316709) (Subject)

      2/24/23 9:56:00 PM ET
      $SCHW
      Investment Bankers/Brokers/Service
      Finance