Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / PFD
-
Number of holders
-
4
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Total 13F shares, excl. options
-
69,628
-
Shares change
-
-548
-
Total reported value, excl. options
-
$1,315,384
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Value change
-
-$11,046
-
Number of buys
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1
-
Number of sells
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-1
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Price
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$18.9
Significant Holders of CHARLES SCHWAB CORP - PFD (SCHWPRJ) as of Q2 2025
4 filings reported holding SCHWPRJ - CHARLES SCHWAB CORP - PFD as of Q2 2025.
CHARLES SCHWAB CORP - PFD (SCHWPRJ) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 69,628 shares
.
Largest 4 shareholders include BOYD WATTERSON ASSET MANAGEMENT LLC/OH (36,750 shares), Sterling Capital Management LLC (30,850 shares), PNC Financial Services Group, Inc. (1,940 shares), and NBC SECURITIES, INC. (88 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.