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 $8.35M 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 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 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
2
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
MCM
1
Mengis Capital Management
Portland,
Oregon
|
$452K |
| 2 |
FGAM
2
Financial Gravity Asset Management
Lakeway,
Texas
|
$985 |
| 3 |
OP
3
ORG Partners
Roanoke,
Indiana
|
$759 |
Top Sellers
| 1 |
CGH
1
Crossmark Global Holdings
Houston,
Texas
|
$7.64M |
| 2 |
BCWM
2
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.64M | -$75.2K | -2,979 | -1% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $452K | +$12.6K | +500 | +3% |
|
|
ECM
3
Estabrook Capital Management
New York
| $232K | – | – | – |
|
|
AIC
4
Archer Investment Corporation
Carmel,
Indiana
| $15.2K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10.1K | – | – | – |
|
|
FGAM
6
Financial Gravity Asset Management
Lakeway,
Texas
| $985 | +$985 | +39 | New |
|
|
OP
7
ORG Partners
Roanoke,
Indiana
| $759 | +$759 | +30 | New |
|
|
BCWM
8
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$10.2K | -405 | Closed |
|