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
7 hedge funds and large institutions have $8.05M 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 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.19M | +$89.8K | +3,872 | +1% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $412K | +$9.72K | +399 | +2% |
|
|
ECM
3
Estabrook Capital Management
New York
| $224K | – | – | – |
|
|
SIS
4
Strategic Investment Solutions
Orland Park,
Illinois
| $213K | +$213K | +8,580 | New |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9.74K | +$9.74K | +400 | New |
|
|
CPG
6
Cornerstone Planning Group
Fairfield,
New Jersey
| $2.44K | – | – | – |
|
|
OP
7
ORG Partners
Roanoke,
Indiana
| $730 | +$730 | +30 | New |
|