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The Charles Schwab Corporation (SCHW-PD)

NYSE - Nasdaq Real-time price. Currency in USD
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25.04+0.06 (+0.24%)
At close: 03:59PM EDT
25.20 +0.16 (+0.64%)
After hours: 05:16PM EDT
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%7,648,443
Mengis Capital Management, Inc.17,40330 Dec 20230.06%435,771
Estabrook Capital Management9,20030 Dec 20230.03%230,368
Bartlett & Co.40530 Dec 20230.00%10,141
Archer Investment Corp60030 Dec 20230.00%15,024
PNC Financial Services Group, Inc.40030 Dec 20230.00%10,016
Bartlett & Co. Wealth Management LLC40530 Dec 20230.00%10,141

Top mutual fund holders

HolderSharesDate reported% outValue
iShares Preferred & Income Securities ETF2,839,79628 Feb 20249.47%71,108,494
Invesco ETF Tr II-Invesco Preferred ETF1,279,92728 Feb 20244.27%32,049,373
Managed Portfolio Series-Nuance Mid Cap Value Fd1,030,96830 Jan 20243.44%25,815,439
Global X Fds-Global X U.S. Preferred ETF624,47228 Feb 20242.08%15,636,779
Invesco ETF Tr-Invesco Financial Preferred ETF616,97130 Mar 20242.06%15,448,954
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF348,36830 Mar 20241.16%8,723,135
ETF Series Solutions-AAM Low Duration Preferred & Income Securities118,58030 Jan 20240.40%2,969,243
JNL Series Trust-JNL/Multi Manager Mid Cap Fund112,33830 Dec 20230.37%2,812,943
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF101,71930 Jan 20240.34%2,547,043
Price (T.Rowe) Capital Appreciation Fund79,43330 Dec 20230.26%1,989,002