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

7 hedge funds and large institutions have $10.8M 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 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$8.08M

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$0
2
MCM
2
Murphy Capital Management
New Jersey
$205K
3
VAM
3
Verity Asset Management
North Carolina
$1.9M
4
MCM
4
Mengis Capital Management
Oregon
$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$8.08M +$94.7K +3,727 +1%
VAM
2
Verity Asset Management
North Carolina
$1.9M -$15.6K -614 -0.8%
MCM
3
Mengis Capital Management
Oregon
$555K -$7.39K -291 -1%
MCM
4
Murphy Capital Management
New Jersey
$205K -$58.2K -2,300 -22%
ECM
5
Estabrook Capital Management
New York
$29.2K – – –
CCM
6
Cribstone Capital Management
Maine
$17K – – –
FFA
7
Freedman Financial Associates
Massachusetts
$2K – – –
SPIA
8
Steward Partners Investment Advisory
New York
– -$210K -8,280 Closed