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

10 hedge funds and large institutions have $12.5M 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 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
Mengis Capital Management
Oregon
$530K

Top Sellers

1
VAM
1
Verity Asset Management
North Carolina
$1.78M
2
CGH
2
Crossmark Global Holdings
Texas
$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$8.18M -$7.54K -298 -0.1%
VAM
2
Verity Asset Management
North Carolina
$1.78M -$88.4K -3,490 -5%
CJL
3
Cyrus J. Lawrence
New York
$1.11M +$1.11M +43,898 New
MCM
4
Mengis Capital Management
Oregon
$530K +$228 +9 +0%
SHFA
5
SS&H Financial Advisors
Michigan
$306K +$306K +12,100 New
BCWM
6
Bartlett & Co Wealth Management
Ohio
$292K – – –
BC
7
Bartlett & Co
Ohio
$292K – – –
ECM
8
Estabrook Capital Management
New York
$29.1K – – –
CCM
9
Cribstone Capital Management
Maine
$17K – – –
FFA
10
Freedman Financial Associates
Massachusetts
$2K – – –