Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D
SCHW.PRD
SCHW.PRD
7 hedge funds and large institutions have $722K invested in Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
7
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GC
1
GFG Capital
Miami,
Florida
|
$61.7K |
| 2 |
MCM
2
Mengis Capital Management
Portland,
Oregon
|
$405K |
Top Sellers
| 1 |
ECM
1
Estabrook Capital Management
New York
|
$217K |
| 2 |
SIM
2
Studio Investment Management
Chicago,
Illinois
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MCM
1
Mengis Capital Management
Portland,
Oregon
| $405K | 16,403 | +400 | +2% |
|
|
ECM
2
Estabrook Capital Management
New York
| $217K | 8,800 | -400 | -4% |
|
|
GC
3
GFG Capital
Miami,
Florida
| $61.7K | 2,500 | +2,500 | New |
|
|
AIC
4
Archer Investment Corporation
Carmel,
Indiana
| $14.8K | 600 | – | – |
|
|
1IA
5
1620 Investment Advisors
Plymouth,
Massachusetts
| $13.7K | 555 | – | – |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9.86K | 400 | – | – |
|
|
OP
7
ORG Partners
Roanoke,
Indiana
| $744 | 30 | – | – |
|
|
SIM
8
Studio Investment Management
Chicago,
Illinois
| – | – | -17 | Closed |
|