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
SCHW.PRD
8 hedge funds and large institutions have $9.93M 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 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
Holders
8
Holders Change
-2
Holders Change %
-20%
% 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
1
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
RhumbLine Advisers
Boston,
Massachusetts
|
$498K |
| 2 |
MCM
2
Mengis Capital Management
Portland,
Oregon
|
$523K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.55M | -$514K | -20,618 | -6% |
|
|
CJL
2
Cyrus J. Lawrence
New York
| $877K | -$218K | -8,738 | -20% |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $523K | +$249 | +10 | +0% |
|
|
4
RhumbLine Advisers
Boston,
Massachusetts
| $498K | +$498K | +19,975 | New |
|
|
BCWM
5
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $217K | -$71.1K | -2,850 | -25% |
|
|
BC
6
Bartlett & Co
Cincinnati,
Ohio
| $217K | -$71K | -2,850 | -25% |
|
|
ECM
7
Estabrook Capital Management
New York
| $28.7K | – | – | – |
|
|
CCM
8
Cribstone Capital Management
Augusta,
Maine
| $16K | – | – | – |
|
|
SHFA
9
SS&H Financial Advisors
Troy,
Michigan
| – | -$306K | -12,100 | Closed |
|
|
FFA
10
Freedman Financial Associates
Peabody,
Massachusetts
| – | -$2K | -75 | Closed |
|