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The Charles Schwab Corporation (SCHW-PD)

NYSE - Nasdaq Real-time price. Currency in USD
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25.07-0.02 (-0.08%)
At close: 03:50PM EDT
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
0.00%% of shares held by all insiders
26.28%% of shares held by institutions
26.28%% 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%7,657,606
Mengis Capital Management, Inc.17,40330 Dec 20230.06%436,293
Estabrook Capital Management9,20030 Dec 20230.03%230,643
Bartlett & Co.40530 Dec 20230.00%10,153
Archer Investment Corp60030 Dec 20230.00%15,041
PNC Financial Services Group, Inc.40030 Dec 20230.00%10,027
Bartlett & Co. Wealth Management LLC40530 Dec 20230.00%10,153

Top mutual fund holders

HolderSharesDate reported% outValue
iShares Preferred & Income Securities ETF2,839,79628 Feb 20249.47%71,193,684
Invesco ETF Tr II-Invesco Preferred ETF1,279,24728 Feb 20244.26%32,070,721
Managed Portfolio Series-Nuance Mid Cap Value Fd1,030,96830 Jan 20243.44%25,846,367
Global X Fds-Global X U.S. Preferred ETF624,47228 Feb 20242.08%15,655,512
Invesco ETF Tr-Invesco Financial Preferred ETF578,16228 Feb 20241.93%14,494,521
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF348,17628 Feb 20241.16%8,728,772
ETF Series Solutions-AAM Low Duration Preferred & Income Securities118,58030 Jan 20240.40%2,972,800
JNL Series Trust-JNL/Multi Manager Mid Cap Fund112,33830 Dec 20230.37%2,816,313
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF101,71930 Jan 20240.34%2,550,095
Price (T.Rowe) Capital Appreciation Fund79,43330 Dec 20230.26%1,991,385