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The Charles Schwab Corporation (SCHW-PJ)

NYSE - Nasdaq Real-time price. Currency in USD
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20.34+0.06 (+0.30%)
As of 09:58AM EDT. Market open.

Major holders

Currency in USD
Breakdown
N/A% of shares held by all insiders
N/A% of shares held by institutions
N/A% of float held by institutions
N/ANumber of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Roanoke Asset Management16,00030 Dec 20230.00%325,440
PNC Financial Services Group, Inc.2,21530 Dec 20230.00%45,053
Resources Management Corp10030 Dec 20230.00%2,034
Boyd Watterson Asset Management, LLC40,75030 Mar 20240.00%828,855

Top mutual fund holders

HolderSharesDate reported% outValue
Northern Lights Fd Tr III-Boyd Watterson Ltd Duration Enhanced Income120,00030 Dec 20230.00%2,440,800
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF128,26030 Jan 20240.00%2,608,808
iShares Preferred & Income Securities ETF2,317,41928 Feb 20240.00%47,136,302
Invesco ETF Tr II-Invesco Preferred ETF1,011,09428 Feb 20240.00%20,565,652
Global X Fds-Global X U.S. Preferred ETF485,73328 Feb 20240.00%9,879,809
American Century Quality Preferred ETF23,25830 Mar 20240.00%473,067
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF278,69330 Mar 20240.00%5,668,615
Invesco ETF Tr-Invesco Financial Preferred ETF492,60830 Mar 20240.00%10,019,646
Fidelity Strategic Dividend & Income Fund200,00030 Mar 20240.00%4,068,000
Global X Fds-Global X SuperIncome Preferred ETF111,88930 Mar 20240.00%2,275,822