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 11 institutions that hold shares in the stock, with a total of 333,743 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.
|
Jul 29, 2024 Q2 2024 |
304,311
shares
|
$0
0.15% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Mengis Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
16,503
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 7.82%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2024 Q2 2024 |
9,200
shares
|
$0
0.04% of portfolio
|
Q1 2023
Added 700.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
941
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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
|
Aug 02, 2024 Q2 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 |
Aug 09, 2024 Q2 2024 |
400
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
30
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
17
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|