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Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD

7 hedge funds and large institutions have $722K invested in Charles Schwab 5.95% Series D Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more capital inflows, than outflows

Capital inflows: $71.7K | Capital outflows: $10.3K

0% more funds holding

Funds holding: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

3.48% less ownership

Funds ownership: 3.57% → 0.1% (-3.5%)

Holders
7
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GFG Capital
GFG Capital
Florida
+$61.8K
2
Mengis Capital Management
Mengis Capital Management
Oregon
+$9.9K

Top Sellers

Rank Fund Capital Flow
1
Estabrook Capital Management
Estabrook Capital Management
New York
-$9.9K
2
Studio Investment Management
Studio Investment Management
Illinois
-$423

SCHW.PRD Hedge Fund Activity: Q2 2025 in Review

7 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) for Q2 2025, worth a combined $722K — up 8.3% from $667K a quarter earlier.

Fund positioning in SCHW.PRD was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was GFG Capital, opening a new position worth an estimated $61.8K. The largest seller was Estabrook Capital Management, cutting an estimated $9.9K.

  • 7 institutional investors held Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $722K of Charles Schwab 5.95% Series D Preferred Stock stock for Q2 2025, up 8.3% quarter-over-quarter.
  • 1 fund opened new Charles Schwab 5.95% Series D Preferred Stock positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest Charles Schwab 5.95% Series D Preferred Stock buyer in Q2 2025 was GFG Capital, an estimated $61.8K added.
  • The largest Charles Schwab 5.95% Series D Preferred Stock seller in Q2 2025 was Estabrook Capital Management, an estimated $9.9K sold.

Based on aggregated 13F filings for Q2 2025.