Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
SCHW.PRD
9 hedge funds and large institutions have $9.93M invested in Charles Schwab 5.95% Series D Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
18% less capital invested
Capital invested by funds: $12.2M → $9.93M (-$2.23M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Holders
9
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$1M | |
| 2 | -$491K | |
| 3 | -$202K | |
| 4 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$69.9K |
| 5 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$52.6K |