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 $14.1M 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 2020 Q1 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
–
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAM
1
Verity Asset Management
North Carolina
$2.32M
2
CGH
2
Crossmark Global Holdings
Texas
$5.58M
3
MCM
3
Mengis Capital Management
Oregon
$1.31M

Top Sellers

1
SIM
1
Sonora Investment Management
Arizona
$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$5.58M +$206K +8,180 +4%
SIM
2
Sonora Investment Management
Arizona
$4.84M -$252K -10,037 -5%
VAM
3
Verity Asset Management
North Carolina
$2.32M +$958K +38,115 +70%
MCM
4
Mengis Capital Management
Oregon
$1.31M +$62.2K +2,475 +5%
ECM
5
Estabrook Capital Management
New York
$28.9K – – –
CCM
6
Cribstone Capital Management
Maine
$16K – – –