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Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD

5 hedge funds and large institutions have $722K invested in Charles Schwab 5.95% Series D Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 0.1% → 0.1% (-0%)

13% less capital inflows, than outflows

Capital inflows: $65.4K | Capital outflows: $75.3K

29% less funds holding

Funds holding: 7 → 5 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Estabrook Capital Management
Estabrook Capital Management
New York
+$62.9K
2
Mengis Capital Management
Mengis Capital Management
Oregon
+$2.52K

Top Sellers

Rank Fund Capital Flow
1
GFG Capital
GFG Capital
Florida
-$61.6K
2
1620 Investment Advisors
1620 Investment Advisors
Massachusetts
-$13.7K

SCHW.PRD Hedge Fund Activity: Q3 2025 in Review

5 of the 7,658 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) for Q3 2025, worth a combined $722K — up 0% from $722K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SCHW.PRD and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.

The largest buyer was Estabrook Capital Management, adding an estimated $62.9K. The largest seller was GFG Capital, exiting entirely with an estimated $61.6K sold.

  • 5 institutional investors held Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) as of Q3 2025, down from 7 in Q2 2025.
  • Funds reported $722K of Charles Schwab 5.95% Series D Preferred Stock stock for Q3 2025, up 0% quarter-over-quarter.
  • 0 funds opened new Charles Schwab 5.95% Series D Preferred Stock positions in Q3 2025 and 2 closed out, a net change of -2 holders.
  • The largest Charles Schwab 5.95% Series D Preferred Stock buyer in Q3 2025 was Estabrook Capital Management, an estimated $62.9K added.
  • The largest Charles Schwab 5.95% Series D Preferred Stock seller in Q3 2025 was GFG Capital, an estimated $61.6K sold.

Based on aggregated 13F filings for Q3 2025.