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
9 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 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.
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
–
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$566 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.03M | -$51.3K | -2,175 | -0.7% |
|
|
VAM
2
Verity Asset Management
Durham,
North Carolina
| $2.06M | -$197K | -8,345 | -9% |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $379K | -$68.1K | -2,890 | -15% |
|
|
BCWM
4
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $205K | – | – | – |
|
|
BC
5
Bartlett & Co
Cincinnati,
Ohio
| $205K | – | – | – |
|
|
ECM
6
Estabrook Capital Management
New York
| $27.1K | – | – | – |
|
|
CCM
7
Cribstone Capital Management
Augusta,
Maine
| $15.5K | – | – | – |
|
|
CPG
8
Cornerstone Planning Group
Fairfield,
New Jersey
| $2.5K | +$2.5K | +100 | New |
|
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $566 | +$566 | +24 | New |
|
|
CW
10
Connectus Wealth
Cincinnati,
Ohio
| – | -$1M | -40,980 | Closed |
|
11
RhumbLine Advisers
Boston,
Massachusetts
| – | -$491K | -19,975 | Closed |
|