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 $8.38M 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 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
Holders
7
Holders Change
–
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.67M | -$111K | -4,436 | -1% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $437K | +$12.6K | +500 | +3% |
|
|
ECM
3
Estabrook Capital Management
New York
| $231K | – | – | – |
|
|
AIC
4
Archer Investment Corporation
Carmel,
Indiana
| $15.1K | +$15.1K | +600 | New |
|
|
BCWM
5
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $10.2K | +$10.2K | +405 | New |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | – | – | – |
|
|
BC
7
Bartlett & Co
Cincinnati,
Ohio
| $10K | +$10K | +405 | New |
|
|
SIS
8
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$213K | -8,580 | Closed |
|
|
CPG
9
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$2.44K | -100 | Closed |
|
|
OP
10
ORG Partners
Roanoke,
Indiana
| – | -$730 | -30 | Closed |
|