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 $15.6M 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 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIM
1
Sonora Investment Management
Arizona
$6.97M
2
CGH
2
Crossmark Global Holdings
Texas
$6.18M

Top Sellers

1
VAM
1
Verity Asset Management
North Carolina
$1.07M
2
MCM
2
Mengis Capital Management
Oregon
$1.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
1
Sonora Investment Management
Arizona
$6.97M +$1.98M +76,675 +40%
CGH
2
Crossmark Global Holdings
Texas
$6.18M +$442K +17,090 +8%
MCM
3
Mengis Capital Management
Oregon
$1.32M -$24.8K -959 -2%
VAM
4
Verity Asset Management
North Carolina
$1.07M -$1.31M -50,785 -55%
ECM
5
Estabrook Capital Management
New York
$29.8K – – –
CCM
6
Cribstone Capital Management
Maine
$17K – – –