SCHW.PRD icon

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

Overview Fund Activity

6 hedge funds and large institutions have $13.8M 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 2019 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIM
1
Sonora Investment Management
Arizona
$5.37M
2
VAM
2
Verity Asset Management
North Carolina
$1.43M
3
CGH
3
Crossmark Global Holdings
Texas
$5.66M
4
MCM
4
Mengis Capital Management
Oregon
$1.31M

Top Sellers

1
NCM
1
Nelson Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$5.66M +$360K +13,590 +7%
SIM
2
Sonora Investment Management
Arizona
$5.37M +$1.02M +38,304 +23%
VAM
3
Verity Asset Management
North Carolina
$1.43M +$529K +19,962 +59%
MCM
4
Mengis Capital Management
Oregon
$1.31M +$47.6K +1,795 +4%
ECM
5
Estabrook Capital Management
New York
$30.5K – – –
CCM
6
Cribstone Capital Management
Maine
$17K – – –
NCM
7
Nelson Capital Management
California
– -$48K -1,800 Closed