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
9 hedge funds and large institutions have $8.44M 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 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 0 closing their positions.
Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CGH
1
Crossmark Global Holdings
Houston,
Texas
|
$7.71M |
| 2 |
EBA
2
Eagle Bay Advisors
New York
|
$23.7K |
| 3 |
MCM
3
Mengis Capital Management
Portland,
Oregon
|
$425K |
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.71M | +$60.7K | +2,412 | +0.8% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $425K | +$10.1K | +400 | +2% |
|
|
ECM
3
Estabrook Capital Management
New York
| $231K | – | – | – |
|
|
EBA
4
Eagle Bay Advisors
New York
| $23.7K | +$23.7K | +941 | New |
|
|
1IA
5
1620 Investment Advisors
Plymouth,
Massachusetts
| $17.1K | – | – | – |
|
|
AIC
6
Archer Investment Corporation
Carmel,
Indiana
| $15.1K | – | – | – |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10.1K | – | – | – |
|
|
OP
8
ORG Partners
Roanoke,
Indiana
| $754 | – | – | – |
|
|
SIM
9
Studio Investment Management
Chicago,
Illinois
| $428 | – | – | – |
|