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 7 institutions that hold shares in the stock, with a total of 29,894 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 |
|---|---|---|---|---|---|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
16,503
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
11,300
shares
|
$0
0.04% of portfolio
|
Q3 2025
Added 28.41%
|
|
|
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
|
Nov 03, 2025 Q3 2025 |
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 07, 2025 Q3 2025 |
400
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
30
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|