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 9 institutions that hold shares in the stock, with a total of 30,349 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.
|
Jul 24, 2025 Q2 2025 |
16,403
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
8,800
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
2,500
shares
|
$0
0.0% of portfolio
|
Q2 2025
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
|
Aug 12, 2025 Q2 2025 |
600
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
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 |
Aug 08, 2025 Q2 2025 |
400
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
30
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|