NYSE - Delayed Quote • USD
The Charles Schwab Corporation (SCHW-PD)
At close: April 24 at 3:50 PM EDT
After hours: April 24 at 7:37 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 0.00% | % of Shares Held by All Insider |
| 26.28% | % of Shares Held by Institutions |
| 26.28% | % of Float Held by Institutions |
| 25 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 305.45k | Dec 31, 2023 | 1.02% | 7,657,606 |
| Mengis Capital Management, Inc. | 17.4k | Dec 31, 2023 | 0.06% | 436,293 |
| Estabrook Capital Management | 9.2k | Dec 31, 2023 | 0.03% | 230,643 |
| Bartlett & Co. | 405 | Dec 31, 2023 | 0.00% | 10,153 |
| Archer Investment Corp | 600 | Dec 31, 2023 | 0.00% | 15,041 |
| PNC Financial Services Group, Inc. | 400 | Dec 31, 2023 | 0.00% | 10,027 |
| Bartlett & Co. Wealth Management LLC | 405 | Dec 31, 2023 | 0.00% | 10,153 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| iShares Preferred & Income Securities ETF | 2.84M | Feb 29, 2024 | 9.47% | 71,193,684 |
| Invesco ETF Tr II-Invesco Preferred ETF | 1.28M | Feb 29, 2024 | 4.26% | 32,070,721 |
| Managed Portfolio Series-Nuance Mid Cap Value Fd | 1.03M | Jan 31, 2024 | 3.44% | 25,846,367 |
| Global X Fds-Global X U.S. Preferred ETF | 624.47k | Feb 29, 2024 | 2.08% | 15,655,512 |
| Invesco ETF Tr-Invesco Financial Preferred ETF | 578.16k | Feb 29, 2024 | 1.93% | 14,494,521 |
| SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF | 348.18k | Feb 29, 2024 | 1.16% | 8,728,772 |
| ETF Series Solutions-AAM Low Duration Preferred & Income Securities | 118.58k | Jan 31, 2024 | 0.40% | 2,972,800 |
| JNL Series Trust-JNL/Multi Manager Mid Cap Fund | 112.34k | Dec 31, 2023 | 0.37% | 2,816,313 |
| Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF | 101.72k | Jan 31, 2024 | 0.34% | 2,550,095 |
| Price (T.Rowe) Capital Appreciation Fund | 79.43k | Dec 31, 2023 | 0.26% | 1,991,385 |
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