Charles Schwab 5.95% Series D Preferred Stock
SCHW.PRD
5 hedge funds and large institutions have $725K invested in Charles Schwab 5.95% Series D Preferred Stock in 2025 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more ownership
Funds ownership: 0.1% → 0.1% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mengis Capital Management
Portland,
Oregon
|
+$3.76K |
Top Sellers
SCHW.PRD Hedge Fund Activity: Q4 2025 in Review
5 of the 8,307 institutional investors tracked by Wall St. Rank reported a position in Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) for Q4 2025, worth a combined $725K — up 0.32% from $722K a quarter earlier.
Fund positioning in SCHW.PRD was balanced in Q4 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Mengis Capital Management, adding an estimated $3.76K.
- 5 institutional investors held Charles Schwab 5.95% Series D Preferred Stock (SCHW.PRD) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $725K of Charles Schwab 5.95% Series D Preferred Stock stock for Q4 2025, up 0.32% quarter-over-quarter.
- 0 funds opened new Charles Schwab 5.95% Series D Preferred Stock positions in Q4 2025 and 0 closed out.
- The largest Charles Schwab 5.95% Series D Preferred Stock buyer in Q4 2025 was Mengis Capital Management, an estimated $3.76K added.
Based on aggregated 13F filings for Q4 2025.