Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
9 hedge funds and large institutions have $8.44M invested in Charles Schwab 5.95% Series D Preferred Stock in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.
13% more funds holding
Funds holding: 8 → 9 (+1)
0.5% more ownership
Funds ownership: 44.23% → 44.73% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Crossmark Global Holdings
Houston,
Texas
|
+$61K |
| 2 |
Eagle Bay Advisors
New York
|
+$23.8K |
| 3 |
Mengis Capital Management
Portland,
Oregon
|
+$10.1K |
Top Sellers
SCHW.PRD Hedge Fund Activity: Q3 2024 in Review
9 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) for Q3 2024, worth a combined $8.44M — up 1.3% from $8.33M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SCHW.PRD positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Crossmark Global Holdings, adding an estimated $61K.
- 9 institutional investors held Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $8.44M of Charles Schwab 5.95% Series D Preferred Stock stock for Q3 2024, up 1.3% quarter-over-quarter.
- 1 fund opened new Charles Schwab 5.95% Series D Preferred Stock positions in Q3 2024 and 0 closed out, a net change of +1 holder.
- The largest Charles Schwab 5.95% Series D Preferred Stock buyer in Q3 2024 was Crossmark Global Holdings, an estimated $61K added.
Based on aggregated 13F filings for Q3 2024.