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 $16.9M 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 Q3 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
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$7.47M
2
VAM
2
Verity Asset Management
North Carolina
$1.39M

Top Sellers

1
SIM
1
Sonora Investment Management
Arizona
$6.72M
2
MCM
2
Mengis Capital Management
Oregon
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$7.47M +$1.33M +51,551 +22%
SIM
2
Sonora Investment Management
Arizona
$6.72M -$205K -7,986 -3%
VAM
3
Verity Asset Management
North Carolina
$1.39M +$324K +12,618 +30%
MCM
4
Mengis Capital Management
Oregon
$1.29M -$21.2K -825 -2%
ECM
5
Estabrook Capital Management
New York
$29.6K – – –
CCM
6
Cribstone Capital Management
Maine
$17K – – –