Institutional Ownership Schwab Charles Corp New Dp Shs (SCHWPRD)
This table provides information about the institutional ownership of Schwab Charles Corp New Dp Shs (SCHWPRD). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 334,076 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
306,710
shares
|
$0
0.14% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
15,503
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
9,200
shares
|
$0
0.04% of portfolio
|
Q1 2023
Added 700.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
656
shares
|
$0
0.0% of portfolio
|
Q1 2019
Reduced 60.95%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
600
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
555
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
405
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
400
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
30
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|