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The Charles Schwab Corporation (SCHW-PD)

NYSE - Nasdaq Real-time price. Currency in USD
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25.08-0.00 (-0.00%)
At close: 03:59PM EDT

Major holders

Currency in USD
Breakdown
0.00%% of shares held by all insiders
26.27%% of shares held by institutions
26.27%% 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%7,660,660
Mengis Capital Management, Inc.17,40330 Dec 20230.06%436,467
Estabrook Capital Management9,20030 Dec 20230.03%230,735
Bartlett & Co.40530 Dec 20230.00%10,157
Archer Investment Corp60030 Dec 20230.00%15,047
PNC Financial Services Group, Inc.40030 Dec 20230.00%10,031
Bartlett & Co. Wealth Management LLC40530 Dec 20230.00%10,157

Top mutual fund holders

HolderSharesDate reported% outValue
iShares Preferred & Income Securities ETF2,768,08430 Jan 20249.23%69,423,546
Invesco ETF Tr II-Invesco Preferred ETF1,289,38230 Jan 20244.30%32,337,700
Managed Portfolio Series-Nuance Mid Cap Value Fd1,030,96830 Jan 20243.44%25,856,677
Global X Fds-Global X U.S. Preferred ETF600,88130 Jan 20242.00%15,070,095
Invesco ETF Tr-Invesco Financial Preferred ETF548,34230 Jan 20241.83%13,752,417
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF348,17628 Feb 20241.16%8,732,254
ETF Series Solutions-AAM Low Duration Preferred & Income Securities118,58030 Jan 20240.40%2,973,986
JNL Series Trust-JNL/Multi Manager Mid Cap Fund112,33830 Dec 20230.37%2,817,437
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF101,71930 Jan 20240.34%2,551,112
Price (T.Rowe) Capital Appreciation Fund79,43330 Dec 20230.26%1,992,179