Who owns Charles Schwab Corporation 5.95% Pfd pfd stk?

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Analyze quarterly positions in Charles Schwab Corporation 5.95% Pfd pfd stk with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Charles Schwab Corporation 5.95% Pfd pfd stk stock

Who bought or sold Charles Schwab Corporation 5.95% Pfd pfd stk this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Crossmark Global Holdings 303k $7.6M -2% Mar 2024
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Mengis Capital Management 17k $437k 0% Mar 2024
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Estabrook Capital Management 9.2k $232k 0% Mar 2024
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Archer Investment Corp 600.00 $15k 0% Mar 2024
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Bartlett & Co. 405.00 $10k 100% Dec 2023
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Pnc Financial Services 400.00 $10k 0% Mar 2024
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ORG Partners 30.00 $759.000000 100% Mar 2024
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Who sold out of Charles Schwab Corporation 5.95% Pfd pfd stk?

Fund or Company Name Date Sold Shares Held Valued At
Bartlett & Co. Wealth Management Dec 2023 405.00 $10k