Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
5 hedge funds and large institutions have $733K invested in Charles Schwab 5.95% Series D Preferred Stock in 2026 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
1,957% more capital inflows, than outflows
Capital inflows: $15K | Capital outflows: $727
0% more ownership
Funds ownership: 0.1% → 0.1% (+0%)
17% less funds holding
Funds holding: 6 → 5 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Command Advisory Services
Fort Worth,
Texas
|
+$15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$727 |
SCHW.PRD Hedge Fund Activity: Q2 2026 in Review
5 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) for Q2 2026, worth a combined $733K — up 1.7% from $721K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SCHW.PRD and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was First Command Advisory Services, adding an estimated $15K. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $727 sold.
- 5 institutional investors held Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) as of Q2 2026, down from 6 in Q1 2026.
- Funds reported $733K of Charles Schwab 5.95% Series D Preferred Stock stock for Q2 2026, up 1.7% quarter-over-quarter.
- 0 funds opened new Charles Schwab 5.95% Series D Preferred Stock positions in Q2 2026 and 1 closed out, a net change of -1 holder.
- The largest Charles Schwab 5.95% Series D Preferred Stock buyer in Q2 2026 was First Command Advisory Services, an estimated $15K added.
- The largest Charles Schwab 5.95% Series D Preferred Stock seller in Q2 2026 was Golden State Equity Partners, an estimated $727 sold.
Based on aggregated 13F filings for Q2 2026.