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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

8 hedge funds and large institutions have $11M 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 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$7.98M
2
SPIA
2
Steward Partners Investment Advisory
New York
$210K
3
MCM
3
Murphy Capital Management
New Jersey
$263K

Top Sellers

1
SIM
1
Sonora Investment Management
Arizona
$0
2
MCM
2
Mengis Capital Management
Oregon
$561K
3
VAM
3
Verity Asset Management
North Carolina
$1.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$7.98M +$359K +14,157 +5%
VAM
2
Verity Asset Management
North Carolina
$1.91M -$61.7K -2,431 -3%
MCM
3
Mengis Capital Management
Oregon
$561K -$106K -4,191 -16%
MCM
4
Murphy Capital Management
New Jersey
$263K +$21.5K +850 +9%
SPIA
5
Steward Partners Investment Advisory
New York
$210K +$210K +8,280 New
ECM
6
Estabrook Capital Management
New York
$29.2K – – –
CCM
7
Cribstone Capital Management
Maine
$17K – – –
FFA
8
Freedman Financial Associates
Massachusetts
$2K – – –
SIM
9
Sonora Investment Management
Arizona
– -$5.92M -233,530 Closed