Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in The Charles Schwab Corporation - Preferred Stock include
NMVLX - Nuance Mid Cap Value Fund Institutional Class,
FWATX - Fidelity Advisor Multi-Asset Income Fund Class A,
and
Nbc Securities, Inc.
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-07-22 |
NP |
GPRF - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
|
|
|
10,061 |
29.47 |
187 |
21.43 |
|
| 2025-08-27 |
NP |
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
44,421 |
433.01 |
841 |
422.36 |
|
| 2025-08-29 |
NP |
Gabelli Dividend & Income Trust
|
|
|
|
88,038 |
18.91 |
1,667 |
16.09 |
|
| 2025-06-17 |
NP |
NMVLX - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
125,321 |
|
2,431 |
|
|
| 2025-05-27 |
NP |
FWATX - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
42,600 |
|
826 |
|
|
| 2025-07-30 |
NP |
PFFD - Global X U.S. Preferred ETF
|
|
|
|
694,724 |
46.60 |
12,936 |
37.59 |
|
| 2025-07-08 |
13F |
Nbc Securities, Inc.
|
|
|
|
88 |
|
0 |
|
|
