The Charles Schwab Corporation (SCHW-PJ)
NYSE - NYSE Delayed price. Currency in USD
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Major holders
Currency in USDBreakdown
| N/A | % of shares held by all insiders |
| N/A | % of shares held by institutions |
| N/A | % of float held by institutions |
| N/A | Number of institutions holding shares |
Top institutional holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Roanoke Asset Management | 16,000 | 30 Dec 2023 | 0.00% | 317,920 |
| PNC Financial Services Group, Inc. | 2,215 | 30 Dec 2023 | 0.00% | 44,012 |
| Ogorek, Anthony, Joseph/NY | 80 | 30 Dec 2023 | 0.00% | 1,589 |
| Resources Management Corp | 100 | 30 Dec 2023 | 0.00% | 1,987 |
| Boyd Watterson Asset Management, LLC | 40,750 | 30 Mar 2024 | 0.00% | 809,702 |
Top mutual fund holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Northern Lights Fd Tr III-Boyd Watterson Ltd Duration Enhanced Income | 120,000 | 30 Dec 2023 | 0.00% | 2,384,400 |
| Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF | 128,260 | 30 Jan 2024 | 0.00% | 2,548,526 |
| Invesco Multi Asset Income Fund | 20,558 | 30 Jan 2024 | 0.00% | 408,487 |
| Fidelity Strategic Dividend & Income Fund | 200,000 | 28 Feb 2024 | 0.00% | 3,974,000 |
| SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF | 278,139 | 28 Feb 2024 | 0.00% | 5,526,622 |
| iShares Preferred & Income Securities ETF | 2,317,419 | 28 Feb 2024 | 0.00% | 46,047,117 |
| Invesco ETF Tr II-Invesco Preferred ETF | 1,011,094 | 28 Feb 2024 | 0.00% | 20,090,438 |
| Global X Fds-Global X U.S. Preferred ETF | 485,733 | 28 Feb 2024 | 0.00% | 9,651,515 |
| Invesco ETF Tr-Invesco Financial Preferred ETF | 463,047 | 28 Feb 2024 | 0.00% | 9,200,744 |
| American Century Quality Preferred ETF | 23,258 | 30 Mar 2024 | 0.00% | 462,136 |
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