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 335,601 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.
|
Nov 05, 2024 Q3 2024 |
16,903
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
9,200
shares
|
$0
0.03% of portfolio
|
Q1 2023
Added 700.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
680
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
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
|
|
|
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 |
Nov 08, 2024 Q3 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 |
Nov 12, 2024 Q3 2024 |
17
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|