Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
9 hedge funds and large institutions have $12.2M invested in Charles Schwab 5.95% Series D Preferred Stock in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
248% more capital inflows, than outflows
Capital inflows: $3.45M | Capital outflows: $991K
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
12.93% more ownership
Funds ownership: 53.07% → 66% (+13%)
13% more funds holding
Funds holding: 8 → 9 (+1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connectus Wealth
Cincinnati,
Ohio
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cyrus J. Lawrence
New York
|
-$877K |
| 2 |
Crossmark Global Holdings
Houston,
Texas
|
-$63.6K |
| 3 |
Mengis Capital Management
Portland,
Oregon
|
-$50.2K |
SCHW.PRD Hedge Fund Activity: Q3 2022 in Review
9 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) for Q3 2022, worth a combined $12.2M — up 22% from $9.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SCHW.PRD positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $1.03M. The largest seller was Cyrus J. Lawrence, exiting entirely with an estimated $877K sold.
- 9 institutional investors held Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $12.2M of Charles Schwab 5.95% Series D Preferred Stock stock for Q3 2022, up 22% quarter-over-quarter.
- 2 funds opened new Charles Schwab 5.95% Series D Preferred Stock positions in Q3 2022 and 1 closed out, a net change of +1 holder.
- The largest Charles Schwab 5.95% Series D Preferred Stock buyer in Q3 2022 was Connectus Wealth, an estimated $1.03M added.
- The largest Charles Schwab 5.95% Series D Preferred Stock seller in Q3 2022 was Cyrus J. Lawrence, an estimated $877K sold.
Based on aggregated 13F filings for Q3 2022.