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The Charles Schwab Corporation (SCHW-PD)

NYSE - Nasdaq Real-time price. Currency in USD
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25.03+0.08 (+0.30%)
As of 12:55PM EDT. Market open.
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
0.00%% of shares held by all insiders
26.29%% of shares held by institutions
26.29%% of float held by institutions
25Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Crossmark Global Holdings, Inc.305,44930 Dec 20231.02%7,646,915
Mengis Capital Management, Inc.17,40330 Dec 20230.06%435,684
Estabrook Capital Management9,20030 Dec 20230.03%230,321
Bartlett & Co.40530 Dec 20230.00%10,139
Archer Investment Corp60030 Dec 20230.00%15,020
PNC Financial Services Group, Inc.40030 Dec 20230.00%10,013
Bartlett & Co. Wealth Management LLC40530 Dec 20230.00%10,139

Top mutual fund holders

HolderSharesDate reported% outValue
iShares Preferred & Income Securities ETF2,839,79628 Feb 20249.47%71,094,292
Invesco ETF Tr II-Invesco Preferred ETF1,279,92728 Feb 20244.27%32,042,972
Managed Portfolio Series-Nuance Mid Cap Value Fd1,030,96830 Jan 20243.44%25,810,283
Global X Fds-Global X U.S. Preferred ETF624,47228 Feb 20242.08%15,633,656
Invesco ETF Tr-Invesco Financial Preferred ETF616,97130 Mar 20242.06%15,445,868
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF348,36830 Mar 20241.16%8,721,392
ETF Series Solutions-AAM Low Duration Preferred & Income Securities118,58030 Jan 20240.40%2,968,650
JNL Series Trust-JNL/Multi Manager Mid Cap Fund112,33830 Dec 20230.37%2,812,381
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF101,71930 Jan 20240.34%2,546,535
Price (T.Rowe) Capital Appreciation Fund79,43330 Dec 20230.26%1,988,605