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Get Institutions for : 
Charles Schwab Corporation (SCHW.PD)  
$24.98 0.00 (0.02%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    0
Total shares held : 
 333,862  
% of shares held : 
 1.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -11,236  
% of shares held change : 
   -0.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.00  
Last Quarter's Ending Price : 
 $25.10  
Last Quarter's Average Price : 
 $24.12  
Change from last quarter's     
avg. price to the last closing  : 
0.86 (3.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 1,410
 0.42%
 
Increased Positions :
1
 500
 0.15%
 
Unchanged Positions :
2
 9,600
 2.88%
 
Decreased Positions :
1
-4,436
-1.33%
 
Closed Positions :
3
-8,710
-2.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Crossmark Global Holdings Inc. 155 - 2023-12-31 305,449 $7,667,000 -4,436
   Mengis Capital Management Inc. 130 - 2023-12-31 17,403 $437,000 500
   GROVE CREEK ASSET MANAGEMENT 119 - 2023-12-31 9,200 $231,000 0
   Archer Investment Corp 556 *New 2023-12-31 600 $15,000 600
   Cribstone Capital Management LLC 222 - 2022-12-31 656 $15,000 0
   PNC FINANCIAL SERVICES GROUP INC 3648 - 2023-12-31 400 $10,000 0
   BARTLETT & CO. LLC 979 *New 2023-12-31 405 $10,000 405
   BARTLETT & CO. WEALTH MANAGEMENT LLC 978 *New 2023-12-31 405 $10,000 405
   Strategic Investment Solutions Inc. /IL 678 *Closed 2023-12-31 0 $0 -8,580
   ORG Partners LLC 1093 *Closed 2023-12-31 0 $0 -30
   Cornerstone Planning Group LLC 1124 *Closed 2023-12-31 0 $0 -100
  11 Records found
  1    
  Page 1 of 1
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