Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
7 hedge funds and large institutions have $667K invested in Charles Schwab 5.95% Series D Preferred Stock in 2025 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
13% less funds holding
Funds holding: 8 → 7 (-1)
40.83% less ownership
Funds ownership: 44.4% → 3.57% (-41%)
100% less capital inflows, than outflows
Capital inflows: $12.6K | Capital outflows: $7.7M
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mengis Capital Management
Portland,
Oregon
|
+$12.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Crossmark Global Holdings
Houston,
Texas
|
-$7.7M |
SCHW.PRD Hedge Fund Activity: Q1 2025 in Review
7 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) for Q1 2025, worth a combined $667K — down 92% from $8.36M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SCHW.PRD and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Mengis Capital Management, adding an estimated $12.6K. The largest seller was Crossmark Global Holdings, exiting entirely with an estimated $7.7M sold.
- 7 institutional investors held Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) as of Q1 2025, down from 8 in Q4 2024.
- Funds reported $667K of Charles Schwab 5.95% Series D Preferred Stock stock for Q1 2025, down 92% quarter-over-quarter.
- 0 funds opened new Charles Schwab 5.95% Series D Preferred Stock positions in Q1 2025 and 1 closed out, a net change of -1 holder.
- The largest Charles Schwab 5.95% Series D Preferred Stock buyer in Q1 2025 was Mengis Capital Management, an estimated $12.6K added.
- The largest Charles Schwab 5.95% Series D Preferred Stock seller in Q1 2025 was Crossmark Global Holdings, an estimated $7.7M sold.
Based on aggregated 13F filings for Q1 2025.