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The Charles Schwab Corporation (SCHW-PD)

NYSE - Nasdaq Real-time price. Currency in USD
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24.93+0.03 (+0.12%)
As of 10:30AM EDT. Market open.

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%7,614,843
Mengis Capital Management, Inc.17,40330 Dec 20230.06%433,856
Estabrook Capital Management9,20030 Dec 20230.03%229,356
Bartlett & Co.40530 Dec 20230.00%10,096
Archer Investment Corp60030 Dec 20230.00%14,958
PNC Financial Services Group, Inc.40030 Dec 20230.00%9,972
Bartlett & Co. Wealth Management LLC40530 Dec 20230.00%10,096

Top mutual fund holders

HolderSharesDate reported% outValue
iShares Preferred & Income Securities ETF2,839,79628 Feb 20249.47%70,796,115
Invesco ETF Tr II-Invesco Preferred ETF1,279,92728 Feb 20244.27%31,908,580
Managed Portfolio Series-Nuance Mid Cap Value Fd1,030,96830 Jan 20243.44%25,702,032
Global X Fds-Global X U.S. Preferred ETF624,47228 Feb 20242.08%15,568,087
Invesco ETF Tr-Invesco Financial Preferred ETF578,16228 Feb 20241.93%14,413,578
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF348,36830 Mar 20241.16%8,684,814
ETF Series Solutions-AAM Low Duration Preferred & Income Securities118,58030 Jan 20240.40%2,956,199
JNL Series Trust-JNL/Multi Manager Mid Cap Fund112,33830 Dec 20230.37%2,800,586
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF101,71930 Jan 20240.34%2,535,854
Price (T.Rowe) Capital Appreciation Fund79,43330 Dec 20230.26%1,980,264