Vima LLC’s Charles Schwab 4.450% Series J Preferred Stock SCHW.PRJ Stock Holding History

Vima LLC’s Portfolio SCHW.PRJ Stock Details SCHW.PRJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$802K	Buy	+45,884	New	+$819K	0.78%	40

Other funds holding SCHW.PRJ

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Vima LLC's SCHW.PRJ Position: Q2 2026 in Review

Vima LLC opened a new position in Charles Schwab 4.450% Series J Preferred Stock (SCHW.PRJ) in Q2 2026: 45,884 shares worth $802K. The stake represents 0.78% of the portfolio and ranks #40 among its holdings.

2 funds tracked by Wall St. Rank hold SCHW.PRJ as of Q2 2026.

Vima LLC held 45,884 shares of Charles Schwab 4.450% Series J Preferred Stock worth $802K as of Q2 2026.
Charles Schwab 4.450% Series J Preferred Stock was a new Vima LLC position in Q2 2026.
Charles Schwab 4.450% Series J Preferred Stock made up 0.78% of Vima LLC's portfolio in Q2 2026, its #40 holding.
2 funds tracked by Wall St. Rank held Charles Schwab 4.450% Series J Preferred Stock as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.