Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
SCHW.PRD
7 hedge funds and large institutions have $8.38M invested in Charles Schwab 5.95% Series D Preferred Stock 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.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1.5% less ownership
Funds ownership: 46.01% → 44.51% (-1.5%)
Holders
7
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$14.5K | |
| 2 | +$12.1K | |
| 3 | +$9.77K | |
| 4 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$9.77K |
Top Sellers
| 1 | -$213K | |
| 2 | -$107K | |
| 3 | -$2.44K | |
| 4 |
OP
ORG Partners
Roanoke,
Indiana
|
-$730 |