Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
7 hedge funds and large institutions have $8.05M invested in Charles Schwab 5.95% Series D Preferred Stock in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 0 closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
1.77% more ownership
Funds ownership: 44.24% → 46.01% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Strategic Investment Solutions
Orland Park,
Illinois
|
+$213K |
| 2 |
Crossmark Global Holdings
Houston,
Texas
|
+$96.3K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.9K |
| 4 |
Mengis Capital Management
Portland,
Oregon
|
+$9.9K |
| 5 |
OP
ORG Partners
Roanoke,
Indiana
|
+$746 |
Top Sellers
SCHW.PRD Hedge Fund Activity: Q3 2023 in Review
7 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) for Q3 2023, worth a combined $8.05M — down 3.7% from $8.36M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SCHW.PRD positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Strategic Investment Solutions, opening a new position worth an estimated $213K.
- 7 institutional investors held Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) as of Q3 2023, up from 4 in Q2 2023.
- Funds reported $8.05M of Charles Schwab 5.95% Series D Preferred Stock stock for Q3 2023, down 3.7% quarter-over-quarter.
- 3 funds opened new Charles Schwab 5.95% Series D Preferred Stock positions in Q3 2023 and 0 closed out, a net change of +3 holders.
- The largest Charles Schwab 5.95% Series D Preferred Stock buyer in Q3 2023 was Strategic Investment Solutions, an estimated $213K added.
Based on aggregated 13F filings for Q3 2023.