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The Charles Schwab Corporation (SCHW-PJ)

NYSE - NYSE Delayed price. Currency in USD
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19.65+0.08 (+0.41%)
At close: 04:00PM EDT
Insider roster
Insider transactions

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
Boyd Watterson Asset Management, LLC42,75030 Dec 20230.00%840,037
Roanoke Asset Management16,00030 Dec 20230.00%314,399
PNC Financial Services Group, Inc.2,21530 Dec 20230.00%43,524
Ogorek, Anthony, Joseph/NY8030 Dec 20230.00%1,571
Resources Management Corp10030 Dec 20230.00%1,964

Top mutual fund holders

HolderSharesDate reported% outValue
Northern Lights Fd Tr III-Boyd Watterson Ltd Duration Enhanced Income120,00030 Dec 20230.00%2,357,999
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF128,26030 Jan 20240.00%2,520,308
Invesco Multi Asset Income Fund20,55830 Jan 20240.00%403,964
Fidelity Strategic Dividend & Income Fund200,00028 Feb 20240.00%3,929,999
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF278,13928 Feb 20240.00%5,465,431
iShares Preferred & Income Securities ETF2,317,41928 Feb 20240.00%45,537,282
Invesco ETF Tr II-Invesco Preferred ETF1,010,55828 Feb 20240.00%19,857,464
Global X Fds-Global X U.S. Preferred ETF485,73328 Feb 20240.00%9,544,653
Invesco ETF Tr-Invesco Financial Preferred ETF463,04728 Feb 20240.00%9,098,873
American Century Quality Preferred ETF23,25830 Mar 20240.00%457,019