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The Charles Schwab Corporation (SCHW-PJ)

NYSE - Nasdaq Real-time price. Currency in USD
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19.07+0.27 (+1.44%)
At close: 04:00PM EDT

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
Resources Management Corp10029 June 20220.00%1,906
PNC Financial Services Group, Inc.1130 Mar 20220.00%209
Boyd Watterson Asset Management, LLC37,70029 June 20220.00%718,938
Carlson (DI) Investment Group, Inc.60,67029 June 20220.00%1,156,976
Roanoke Asset Management16,00029 June 20220.00%305,119

Top mutual fund holders

HolderSharesDate reported% outValue
Invesco Multi Asset Income Fund24,82829 Apr 20220.00%473,469
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF352,66130 Aug 20220.00%6,725,245
Invesco ETF Tr II-Invesco Preferred ETF1,193,66930 Aug 20220.00%22,763,267
Permanent Portfolio Fund-Versatile Bond Portfolio15,00029 Apr 20220.00%286,049
iShares Preferred & Income Securities ETF1,908,37930 July 20220.00%36,392,786
Hennessy Equity and Income Fund1,49529 June 20220.00%28,509
Spirit of America Large Cap Value Fund2,00029 June 20220.00%38,139
Global X Fds-Global X U.S. Preferred ETF359,86530 Aug 20220.00%6,862,625
Hartford Balanced Income Fund900,00030 July 20220.00%17,162,999
Northern Lights Fd Tr III-Boyd Watterson Ltd Duration Enhanced Income120,00029 June 20220.00%2,288,399
Invesco ETF Tr-Invesco Financial Preferred ETF464,51630 Aug 20220.00%8,858,319
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF108,88830 July 20220.00%2,076,494
Fidelity Strategic Dividend & Income Fund225,00029 June 20220.00%4,290,749
Parnassus Fixed Income Fund107,83529 June 20220.00%2,056,413